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

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$20.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$588M
3
Invesco
3
Invesco
Georgia
$1.16B
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.6B
5
Ameriprise
5
Ameriprise
Minnesota
$1.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
1076
International Assets Investment Management
Florida
$220K +$220K +477 New
CAM
1077
Cidel Asset Management
Ontario, Canada
$219K +$219K +476 New
SWIG
1078
Strategic Wealth Investment Group
Kentucky
$218K +$218K +473 New
MWM
1079
Maltin Wealth Management
New Jersey
$218K +$218K +473 New
KWMG
1080
King Wealth Management Group
Florida
$218K +$218K +474 New
FOA
1081
Five Oceans Advisors
California
$217K +$217K +471 New
VSQM
1082
V-Square Quantitative Management
Illinois
$217K – – –
SIA
1083
Soltis Investment Advisors
Utah
$216K +$216K +470 New
FI
1084
Financial Insights
Washington
$215K +$215K +466 New
FMN
1085
Financial Management Network
California
$210K -$66.7K -147 -24%
C
1086
CEDRUS
Colorado
$210K +$210K +455 New
SCP
1087
Sivia Capital Partners
California
$209K +$209K +453 New
TWD
1088
True Wealth Design
Ohio
$209K +$207K +450 +15,000%
RW
1089
REDW Wealth
New Mexico
$207K +$207K +450 New
MA
1090
Mutual Advisors
Nebraska
$206K +$206K +447 New
FBFS
1091
First Business Financial Services
Wisconsin
$205K +$205K +445 New
TPI
1092
Trust Point Inc
Wisconsin
$205K +$205K +444 New
TWP
1093
Tyche Wealth Partners
Texas
$205K +$205K +444 New
CC
1094
Courier Capital
New York
$202K +$202K +439 New
BBHC
1095
Brown Brothers Harriman & Co
New York
$200K -$27.6K -60 -12%
BCM
1096
Becker Capital Management
Oregon
$200K +$200K +435 New
TSS
1097
Two Sigma Securities
New York
$200K +$200K +435 New
EWA
1098
EverSource Wealth Advisors
Alabama
$197K +$7.37K +16 +4%
WTC
1099
WhitTier Trust Company
Nevada
$196K +$18.9K +41 +11%
MSWM
1100
McGlone Suttner Wealth Management
Wisconsin
$195K +$195K +424 New
42 43
44
45 46