Parker-Hannifin
1,178 hedge funds and large institutions have $41.1B invested in Parker-Hannifin in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 397 increasing their positions, 427 reducing their positions, and 85 closing their positions.
59% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 85
3% more funds holding
Funds holding: 1,140 → 1,178 (+38)
1% less call options, than puts
Call options by funds: $202M | Put options by funds: $204M
2% less capital invested
Capital invested by funds: $41.8B → $41.1B (-$688M)
7% less repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 427
1.54% less ownership
Funds ownership: 83.72% → 82.18% (-1.5%)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$320M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$223M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$130M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$86.3M |
| 5 |
Millennium Management
New York
|
+$70.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$471M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$157M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$125M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$114M |
| 5 |
JP Morgan Chase
New York
|
-$112M |
PH Hedge Fund Activity: Q3 2023 in Review
1,178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2023, worth a combined $41.1B — down 1.6% from $41.8B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new PH positions and 85 closed out — a net gain of 50 holders — while 397 added to existing stakes and 427 trimmed.
The largest buyer was Alphinity Investment Management, opening a new position worth an estimated $320M. The largest seller was Harris Associates, cutting an estimated $471M.
- 1,178 institutional investors held Parker-Hannifin (PH) as of Q3 2023, up from 1,140 in Q2 2023.
- Funds reported $41.1B of Parker-Hannifin stock for Q3 2023, down 1.6% quarter-over-quarter.
- 135 funds opened new Parker-Hannifin positions in Q3 2023 and 85 closed out, a net change of +50 holders.
- The largest Parker-Hannifin buyer in Q3 2023 was Alphinity Investment Management, an estimated $320M added.
- The largest Parker-Hannifin seller in Q3 2023 was Harris Associates, an estimated $471M sold.
Based on aggregated 13F filings for Q3 2023.