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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
VCM
1076
Vivaldi Capital Management
Illinois
$314K +$3.05K +6 +1%
SIC
1077
Samalin Investment Counsel
New York
$312K -$48.8K -96 -15%
SAI
1078
Savvy Advisors Inc
New York
$312K +$286K +562 New
ACA
1079
Aptus Capital Advisors
Alabama
$311K +$284K +559 New
NWM
1080
Northwest Wealth Management
Iowa
$311K
LNB
1081
Ledyard National Bank
$308K
MA
1082
MJP Associates
Connecticut
$308K +$282K +555 New
BAM
1083
Brave Asset Management
New Jersey
$307K -$308K -607 -52%
BMM
1084
Berkshire Money Management
Massachusetts
$307K +$280K +552 New
PP
1085
Patron Partners
Texas
$306K
FWA
1086
FSM Wealth Advisors
Ohio
$305K +$3.56K +7 +1%
LI
1087
LVZ Inc
Michigan
$305K
SIM
1088
SSI Investment Management
California
$303K -$3.56K -7 -1%
CWP
1089
CFM Wealth Partners
Texas
$302K
FM
1090
Family Management
New York
$301K
JAM
1091
Jupiter Asset Management
United Kingdom
$301K +$275K +541 New
EFS
1092
Essex Financial Services
Connecticut
$300K +$11.2K +22 +4%
CWA
1093
CM Wealth Advisors
Ohio
$299K +$276K +543 New
QFA
1094
Quantum Financial Advisors
California
$299K -$1.52K -3 -0.6%
W
1095
Wealthquest
Ohio
$296K +$2.03K +4 +0.8%
9WM
1096
9258 Wealth Management
Ohio
$296K +$270K +532 New
PP
1097
PDS Planning
Ohio
$295K +$15.2K +30 +6%
IAIM
1098
International Assets Investment Management
Florida
$293K +$27.9K +55 +12%
Financial Engines Advisors
1099
Financial Engines Advisors
California
$291K +$266K +524 New
AC
1100
Avestar Capital
New York
$290K +$265K +522 New

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.