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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 %
PG
1201
Proffitt & Goodson
Tennessee
$29K -$4.61K -10 -14%
FUBT
1202
First United Bank & Trust
Maryland
$28.6K +$28.6K +62 New
OIAM
1203
OFI Invest Asset Management
France
$28.4K – – –
FCA
1204
FinTrust Capital Advisors
South Carolina
$27.2K +$6.45K +14 +31%
C
1205
Covestor
United Kingdom
$27K -$51.7K -111 -66%
SC
1206
Solstein Capital
California
$26.7K – – –
WIA
1207
Wetzel Investment Advisors
Indiana
$26K +$26K +57 New
OC
1208
Oakworth Capital
Alabama
$25.8K -$13.8K -30 -35%
S
1209
Sachetta
Massachusetts
$24.9K +$24.9K +54 New
PCFFS
1210
Pacific Center for Financial Services
California
$23K – – –
IWP
1211
IAG Wealth Partners
Wisconsin
$23K – – –
GA
1212
GoalVest Advisory
New York
$23K +$20.7K +45 +900%
GCM
1213
Gables Capital Management
Florida
$22.6K -$46.1K -100 -67%
SL
1214
Salomon & Ludwin
Virginia
$22.2K – – –
CAC
1215
Core Alternative Capital
Georgia
$21.3K -$5.09K -11 -19%
CFFP
1216
Center for Financial Planning
Michigan
$21.2K – – –
GKIM
1217
GW&K Investment Management
Massachusetts
$20K +$2.79K +6 +16%
FSWA
1218
Financial Synergies Wealth Advisors
Texas
$18.9K -$12.8K -44 -40%
BL
1219
BFSG LLC
California
$18.9K +$18.9K +41 New
HGA
1220
Hobbs Group Advisors
South Carolina
$18K +$18K +39 New
MAM
1221
Magellan Asset Management
Australia
$17.5K – – –
CFB
1222
Cullen/Frost Bankers
Texas
$17.5K – – –
KFI
1223
Key Financial Inc
Pennsylvania
$16.6K – – –
Kayne Anderson Rudnick Investment Management
1224
Kayne Anderson Rudnick Investment Management
California
$16.6K +$5.53K +12 +50%
CJ
1225
Caitlin John
Michigan
$16.3K +$16.3K +35 New
47 48
49
50 51