We are live on ! Find out more
PH icon

Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,419 (+118)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+118
Holders Change %
+9.07%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
194
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1051
Bridgewater Associates
Connecticut
$335K +$306K +602 New
NA
1052
Navellier & Associates
Nevada
$333K
SL
1053
Sentry LLC
Tennessee
$333K
SM
1054
Southport Management
Wyoming
$333K
ZIC
1055
ZWJ Investment Counsel
Georgia
$333K
FM
1056
Foster & Motley
Ohio
$333K -$4.07K -8 -1%
PCM
1057
Penserra Capital Management
California
$332K -$287K -565 -49%
EFG
1058
Everhart Financial Group
Ohio
$328K +$11.2K +22 +4%
NFA
1059
Northern Financial Advisors
Michigan
$328K
PWG
1060
Portside Wealth Group
Utah
$327K -$16.3K -32 -5%
AWM
1061
Accurate Wealth Management
Florida
$326K -$4.07K -8 -1%
BFM
1062
Boston Financial Management
Massachusetts
$326K
RCAG
1063
Rehmann Capital Advisory Group
Michigan
$325K +$297K +584 New
BB
1064
Busey Bank
Illinois
$323K +$17.8K +35 +6%
SEC
1065
Seven Eight Capital
New York
$323K -$669K -1,317 -69%
ATI
1066
ARK & TLK Investments
Oklahoma
$323K -$571K -1,124 -66%
DIA
1067
Dean Investment Associates
Ohio
$323K -$32K -63 -10%
TIM
1068
Tortoise Investment Management
New York
$322K +$1.02K +2 +0.3%
NF
1069
Nvest Financial
New Hampshire
$321K +$293K +577 New
VCM
1070
Virtue Capital Management
Tennessee
$320K -$174K -343 -37%
OAM
1071
Oak Asset Management
California
$318K
GWM
1072
Geneos Wealth Management
Colorado
$318K
CW
1073
Channel Wealth
California
$317K -$9.65K -19 -3%
HDIM
1074
Hanson & Doremus Investment Management
Vermont
$317K
AIM
1075
Acropolis Investment Management
Missouri
$315K

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new PH positions and 60 closed out — a net gain of 134 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 194 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +134 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.