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Parker-Hannifin
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Overview Fund Activity

1,295 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, 433 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+122
Holders Change %
+10.4%
% of All Funds
18.99%
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
433
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 %
OPTFSNA
1176
Old Point Trust & Financial Services N A
Virginia
$46.1K +$46.1K +100 New
ATC
1177
Adirondack Trust Company
New York
$43.4K -$248K -464 -85%
TVAMP
1178
Tennessee Valley Asset Management Partners
Tennessee
$42.8K +$42.8K +93 New
OP
1179
ORG Partners
Indiana
$41.9K +$41.9K +91 New
SSB
1180
Sandy Spring Bank
Maryland
$39.6K -$36.4K -79 -48%
RAM
1181
Readystate Asset Management
Illinois
$37.8K +$37.8K +82 New
CTWM
1182
Cherry Tree Wealth Management
Minnesota
$37.3K +$11.5K +25 +45%
SAM
1183
Smartleaf Asset Management
Massachusetts
$36.5K +$36.5K +79 New
CSB
1184
City State Bank
Iowa
$35K – – –
BCA
1185
Bray Capital Advisors
Florida
$34.6K – – –
DFA
1186
DHJJ Financial Advisors
Illinois
$34.6K – – –
HI
1187
Hoey Investments
Pennsylvania
$34.6K +$23K +50 +200%
AIA
1188
Arcadia Investment Advisors
Idaho
$33.2K – – –
W
1189
WealthCollab
Washington
$32.7K +$32.7K +71 New
PWMG
1190
Private Wealth Management Group
New Jersey
$32.7K +$32.7K +71 New
BWM
1191
Baystate Wealth Management
Massachusetts
$32.3K – – –
MCM
1192
MV Capital Management
Maryland
$32.2K – – –
QL
1193
Quarry LP
New York
$32.2K +$32.2K +70 New
CH
1194
Canton Hathaway
Rhode Island
$32K – – –
OA
1195
Operose Advisors
Wisconsin
$30.4K -$36.9K -80 -55%
GIS
1196
Grayhawk Investment Strategies
Alberta, Canada
$30.4K – – –
NFSG
1197
Newbridge Financial Services Group
Florida
$30.4K +$30.4K +66 New
IBOK
1198
Independence Bank of Kentucky
Kentucky
$29.9K – – –
GFPC
1199
Global Financial Private Client
Florida
$29.5K – – –
NECFA
1200
New England Capital Financial Advisors
Connecticut
$29.4K – – –
46 47
48
49 50