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Parker-Hannifin
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Overview Fund Activity

1,296 hedge funds and large institutions have $49.5B invested in Parker-Hannifin in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 465 increasing their positions, 434 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
+122
Holders Change %
+10.39%
% of All Funds
19%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
198
Increased
465
Reduced
434
Closed
61
Calls
$251M
Puts
$174M
Net Calls
+$77.1M
Net Calls Change
+$79.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.81B
2
AIM
Alphinity Investment Management
Australia
$522M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$234M
4
Holocene Advisors
Holocene Advisors
New York
$188M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$20.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$588M
3
Invesco
Invesco
Georgia
$1.16B
4
Aristotle Capital Management
Aristotle Capital Management
California
$1.6B
5
Ameriprise
Ameriprise
Minnesota
$1.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
1026
Blue Trust Inc
Georgia
$258K -$242K -623 -48%
HI
1027
Harbour Investments
Wisconsin
$258K +$47K +102 +22%
NWM
1028
Northwest Wealth Management
Iowa
$258K +$2.3K +5 +0.9%
SPC
1029
Sigma Planning Corp
Michigan
$256K -$117K -255 -31%
LNB
1030
Ledyard National Bank
$256K +$256K +555 New
SIM
1031
SSI Investment Management
California
$255K -$461 -1 -0.2%
PA
1032
PFG Advisors
Arizona
$255K +$16.1K +35 +7%
FHA
1033
Flagship Harbor Advisors
Massachusetts
$254K +$254K +552 New
PP
1034
Patron Partners
Texas
$253K – – –
LI
1035
LVZ Inc
Michigan
$253K – – –
BB
1036
Busey Bank
Illinois
$252K – – –
EWM
1037
Evermay Wealth Management
Virginia
$251K -$9.68K -21 -4%
PAS
1038
Point72 Asia (Singapore)
Singapore
$251K +$251K +544 New
CWP
1039
CFM Wealth Partners
Texas
$250K – – –
FWA
1040
FSM Wealth Advisors
Ohio
$250K +$5.07K +11 +2%
FM
1041
Family Management
New York
$250K – – –
AO
1042
Advisor OS
Illinois
$249K +$249K +541 New
QFA
1043
Quantum Financial Advisors
California
$249K -$132K -287 -35%
PWM
1044
Perigon Wealth Management
California
$247K +$247K +535 New
ETC
1045
Exchange Traded Concepts
Oklahoma
$245K +$242K +525 +7,500%
Focus Partners Wealth
1046
Focus Partners Wealth
Massachusetts
$244K +$244K +530 New
CL
1047
Choreo LLC
Illinois
$244K +$244K +529 New
W
1048
Wealthquest
Ohio
$243K – – –
SAW
1049
Signal Advisors Wealth
Michigan
$241K +$241K +523 New
TIMH
1050
Tilt Investment Management Holdings
New York
$240K -$73.7K -160 -24%
40 41
42
43 44