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Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
1076
GW&K Investment Management
Massachusetts
$14K +$12.2K +36 New
DWA
1077
Delos Wealth Advisors
Texas
$12.9K
PWMG
1078
Prestige Wealth Management Group
New Jersey
$12.5K
FGAM
1079
Financial Gravity Asset Management
Texas
$12.1K +$18.3K +54 +16%
WWP
1080
WR Wealth Planners
Missouri
$10.9K -$1.69K -5 -15%
KFI
1081
Key Financial Inc
Pennsylvania
$10.5K
CB
1082
CNB Bank
Pennsylvania
$9.75K -$8.46K -25 -50%
HI
1083
Hoey Investments
Pennsylvania
$9.75K
KSWA
1084
Kathleen S. Wright Associates
Pennsylvania
$9.36K
AWM
1085
Abound Wealth Management
Tennessee
$8.6K +$1.69K +5 +29%
CPG
1086
Cornerstone Planning Group
New Jersey
$8.58K +$7.45K +22 New
BWM
1087
Baystate Wealth Management
Massachusetts
$8.52K
AIC
1088
Archer Investment Corporation
Indiana
$8.19K +$7.11K +21 New
BIA
1089
Bell Investment Advisors
California
$7.8K -$1.01K -3 -13%
CWAF
1090
Core Wealth Advisors (Florida)
Florida
$7.8K
MFG
1091
Mendota Financial Group
Wisconsin
$7.8K
SVCP
1092
Silicon Valley Capital Partners
California
$7.8K +$6.77K +20 New
DJSG
1093
D.J. St. Germain
Massachusetts
$7.41K +$6.43K +19 New
MWM
1094
Mascoma Wealth Management
New Hampshire
$7.23K
RFG
1095
RFP Financial Group
Georgia
$7.02K
Kayne Anderson Rudnick Investment Management
1096
Kayne Anderson Rudnick Investment Management
California
$6.63K +$2.71K +8 +89%
GWMIA
1097
Global Wealth Management Investment Advisory
Florida
$6.63K +$5.75K +17 New
NL
1098
NVWM LLC
Pennsylvania
$6.24K -$1.35K -4 -20%
CP
1099
Castleview Partners
Texas
$6.24K
IPW
1100
Impact Partnership Wealth
Georgia
$6.24K +$5.41K +16 New

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.