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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
Citadel Advisors
101
Citadel Advisors
Florida
$49.4M +$41M +121,297 +2,253%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$49.1M -$2.96M -8,753 -7%
Citigroup
103
Citigroup
New York
$49M +$6.91M +20,416 +19%
ERSOT
104
Employees Retirement System of Texas
Texas
$48M +$17.9M +53,000 +76%
Axa
105
Axa
France
$47.9M +$25.2M +74,390 +154%
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$47.8M +$4.09M +12,073 +11%
Fidelity International
107
Fidelity International
Bermuda
$47.1M +$21.7M +64,102 +113%
DRZID
108
DePrince Race & Zollo Inc (DRZ)
Florida
$46.9M -$4.24M -12,518 -9%
SO
109
STRS Ohio
Ohio
$46.4M -$533K -1,574 -1%
WI
110
Wafra Inc
New York
$45.9M
Corient Private Wealth
111
Corient Private Wealth
Florida
$44.3M +$3.52M +10,394 +10%
Walleye Capital
112
Walleye Capital
New York
$43.1M +$24.7M +73,096 +196%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$42.8M -$771K -2,279 -2%
MWM
114
Moran Wealth Management
Florida
$41.7M -$1.37M -4,061 -4%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$41.6M +$2M +5,924 +6%
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$41.6M +$35.1M +103,626 +3,398%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$41.4M -$33M -97,469 -48%
TAM
118
Todd Asset Management
Kentucky
$40.5M +$4.9M +14,491 +16%
Man Group
119
Man Group
United Kingdom
$38.6M +$33.5M +98,899 New
HighTower Advisors
120
HighTower Advisors
Illinois
$36.6M +$1.49M +4,405 +5%
CB
121
Commerce Bank
Missouri
$34.2M -$3.6M -10,624 -11%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$34M +$2.91M +8,586 +11%
MPMG
123
Minneapolis Portfolio Management Group
Minnesota
$33.3M -$1.23M -3,643 -4%
LPL Financial
124
LPL Financial
California
$32.8M +$11.2M +33,237 +66%
PHAM
125
Pacific Heights Asset Management
California
$32.4M

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.