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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
SIC
1101
SJS Investment Consulting
Ohio
$5.85K -$677 -2 -12%
HS
1102
Horan Securities
United States
$5.46K
M
1103
MOTCO
Texas
$5.46K +$3.38K +10 +250%
CWP
1104
Concord Wealth Partners
Virginia
$5.07K
CCM
1105
Chilton Capital Management
Texas
$5.07K +$4.4K +13 New
DI
1106
Disciplined Investments
Oklahoma
$4.68K -$677 -2 -14%
CQS
1107
Credential Qtrade Securities
$4.68K
SN
1108
Sittner & Nelson
Oregon
$4.68K
SWA
1109
Sutton Wealth Advisors
Florida
$4.68K
LSA
1110
Leonteq Securities AG
Switzerland
$4.29K -$4.74K -14 -56%
IGWM
1111
ICA Group Wealth Management
Colorado
$4.29K
WP
1112
WealthPLAN Partners
Nebraska
$4.29K
CWA
1113
Clearview Wealth Advisors
Oregon
$4.1K +$338 +1 +10%
TFA
1114
Transamerica Financial Advisors
Florida
$4K -$160K -472 -98%
AW
1115
Avion Wealth
Texas
$4K +$3.38K +10 +333%
KTC
1116
Kistler-Tiffany Companies
Pennsylvania
$3.9K +$3.38K +10 New
FCT
1117
First Community Trust
Iowa
$3.9K
VCM
1118
Versant Capital Management
Arizona
$3.9K +$338 +1 +11%
ICM
1119
Intrepid Capital Management
Florida
$3.9K +$3.38K +10 New
WTG
1120
West Tower Group
Virginia
$3.9K +$3.38K +10 New
FCA
1121
FinTrust Capital Advisors
South Carolina
$3.78K
GWSG
1122
GPS Wealth Strategies Group
Colorado
$3.16K
AF
1123
Arrow Financial
New York
$3.12K
FRA
1124
Front Row Advisors
California
$3K
TFGT
1125
TS Financial Group (TSFG)
Illinois
$3K +$677 +2 +33%

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.