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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 %
CAS
1226
Coppell Advisory Solutions
Texas
$16.1K -$48.4K -105 -75%
HIA
1227
Harbor Investment Advisory
Maryland
$15.2K – – –
PWMG
1228
Prestige Wealth Management Group
New Jersey
$14.3K – – –
CAM
1229
Creekmur Asset Management
Illinois
$13.9K +$13.9K +30 New
CPG
1230
Cornerstone Planning Group
New Jersey
$12.9K -$1.84K -4 -13%
AWM
1231
Abound Wealth Management
Tennessee
$12K +$1.39K +3 +13%
CB
1232
CNB Bank
Pennsylvania
$11.5K – – –
CCM
1233
Chilton Capital Management
Texas
$11.5K +$5.53K +12 +92%
KSWA
1234
Kathleen S. Wright Associates
Pennsylvania
$11.1K – – –
NFA
1235
Northwest Financial Advisors
Virginia
$10.2K +$10.2K +22 New
WWM
1236
Wolff Wiese Magana
California
$10.1K -$6.91K -15 -41%
FGA
1237
Fortis Group Advisors
New Jersey
$10.1K +$5.07K +11 +100%
HGERS
1238
Householder Group Estate & Retirement Specialist
Arizona
$10K +$5.46K +12 +120%
AIC
1239
Archer Investment Corporation
Indiana
$9.68K – – –
GWMIA
1240
Global Wealth Management Investment Advisory
Florida
$9.68K +$1.84K +4 +24%
SVCP
1241
Silicon Valley Capital Partners
California
$9.28K – – –
RFG
1242
RFP Financial Group
Georgia
$8.29K – – –
MWM
1243
Mascoma Wealth Management
New Hampshire
$7.83K – – –
IPW
1244
Impact Partnership Wealth
Georgia
$7.37K -$921 -2 -11%
CP
1245
Castleview Partners
Texas
$7.37K – – –
PIM
1246
Plato Investment Management
Australia
$7.37K +$7.37K +16 New
TFG
1247
Team Financial Group
California
$7.17K +$448 +1 +7%
AW
1248
Avion Wealth
Texas
$7K -$933 -2 -12%
RBC
1249
Roble Belko & Company
Pennsylvania
$7K +$7K +15 New
SIC
1250
SJS Investment Consulting
Ohio
$6.91K -$461 -1 -6%
48 49
50
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