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Parker-Hannifin

1,522 hedge funds and large institutions have $66.8B invested in Parker-Hannifin in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 593 increasing their positions, 505 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 87

25% more capital invested

Capital invested by funds: $53.3B → $66.8B (+$13.6B)

17% more repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 505

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more funds holding

Funds holding: 1,4391,522 (+83)

0.63% more ownership

Funds ownership: 81.93%82.56% (+0.63%)

7% less call options, than puts

Call options by funds: $387M | Put options by funds: $414M

Holders
1,522
Holders Change
+83
Holders Change %
+5.77%
% of All Funds
21.86%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.47%
New
179
Increased
593
Reduced
505
Closed
87
Calls
$387M
Puts
$414M
Net Calls
-$27M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1126
Jacobi Capital Management
Pennsylvania
$354K +$38.6K +68 +14%
NWM
1127
Northwest Wealth Management
Iowa
$354K +$568 +1 +0.2%
NF
1128
Nvest Financial
New Hampshire
$353K -$17K -30 -5%
FCB
1129
First County Bank
Connecticut
$353K -$60.8K -107 -16%
KWM
1130
Kolinsky Wealth Management
New Jersey
$352K -$30.7K -54 -9%
DAS
1131
Diversify Advisory Services
Utah
$351K +$72.7K +128 +30%
FMC
1132
First Merchants Corp
Indiana
$351K +$2.84K +5 +0.9%
SRL
1133
Scientech Research LLC
New Jersey
$349K -$2.37M -4,170 -88%
BAM
1134
Brave Asset Management
New Jersey
$349K
MAWA
1135
Moss Adams Wealth Advisors
Washington
$349K +$314K +552 New
FM
1136
Family Management
New York
$349K
RCI
1137
RS Crum Inc
California
$349K
LI
1138
LVZ Inc
Michigan
$347K
TPW
1139
TL Private Wealth
Texas
$346K -$36.9K -65 -11%
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$346K -$19.3K -34 -6%
SIM
1141
SSI Investment Management
California
$345K
Financial Engines Advisors
1142
Financial Engines Advisors
California
$345K +$12.5K +22 +4%
LSPW
1143
Lake Street Private Wealth
Illinois
$345K -$320K -564 -51%
RCM
1144
RNC Capital Management
California
$344K
CWP
1145
CFM Wealth Partners
Texas
$343K
ACP
1146
Aviance Capital Partners
Florida
$343K +$27.3K +48 +10%
LFG
1147
Lockerman Financial Group
California
$342K +$22.2K +39 +8%
W
1148
Wealthquest
Ohio
$337K +$1.7K +3 +0.6%
SQA
1149
Simon Quick Advisors
New Jersey
$336K +$302K +532 New
9WM
1150
9258 Wealth Management
Ohio
$335K -$568 -1 -0.2%

PH Hedge Fund Activity: Q3 2024 in Review

1,522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2024, worth a combined $66.8B — up 25% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new PH positions and 87 closed out — a net gain of 92 holders — while 593 added to existing stakes and 505 trimmed.

The largest buyer was State Street, adding an estimated $428M. The largest seller was Winslow Capital Management, cutting an estimated $337M.

  • 1,522 institutional investors held Parker-Hannifin (PH) as of Q3 2024, up from 1,439 in Q2 2024.
  • Funds reported $66.8B of Parker-Hannifin stock for Q3 2024, up 25% quarter-over-quarter.
  • 179 funds opened new Parker-Hannifin positions in Q3 2024 and 87 closed out, a net change of +92 holders.
  • The largest Parker-Hannifin buyer in Q3 2024 was State Street, an estimated $428M added.
  • The largest Parker-Hannifin seller in Q3 2024 was Winslow Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2024.