Parker-Hannifin
1,301 hedge funds and large institutions have $49.5B invested in Parker-Hannifin in 2023 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 468 increasing their positions, 435 reducing their positions, and 61 closing their positions.
226% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 61
44% more call options, than puts
Call options by funds: $251M | Put options by funds: $174M
20% more capital invested
Capital invested by funds: $41.1B → $49.5B (+$8.41B)
10% more funds holding
Funds holding: 1,178 → 1,301 (+123)
1.54% more ownership
Funds ownership: 82.18% → 83.72% (+1.5%)
8% more repeat investments, than reductions
Existing positions increased: 468 | Existing positions reduced: 435
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$833M |
| 2 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$140M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
+$114M |
| 4 |
Holocene Advisors
New York
|
+$94.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$436M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$181M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$167M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$105M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$81.4M |
PH Hedge Fund Activity: Q4 2023 in Review
1,301 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2023, worth a combined $49.5B — up 20% from $41.1B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new PH positions and 61 closed out — a net gain of 138 holders — while 468 added to existing stakes and 435 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $833M. The largest seller was Harris Associates, cutting an estimated $436M.
- 1,301 institutional investors held Parker-Hannifin (PH) as of Q4 2023, up from 1,178 in Q3 2023.
- Funds reported $49.5B of Parker-Hannifin stock for Q4 2023, up 20% quarter-over-quarter.
- 199 funds opened new Parker-Hannifin positions in Q4 2023 and 61 closed out, a net change of +138 holders.
- The largest Parker-Hannifin buyer in Q4 2023 was Morgan Stanley, an estimated $833M added.
- The largest Parker-Hannifin seller in Q4 2023 was Harris Associates, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2023.