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Parker-Hannifin

1,634 hedge funds and large institutions have $72.1B invested in Parker-Hannifin in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 612 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 83

127% more call options, than puts

Call options by funds: $392M | Put options by funds: $173M

14% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 537

8% more capital invested

Capital invested by funds: $66.8B → $72.1B (+$5.29B)

7% more funds holding

Funds holding: 1,5221,634 (+112)

4.43% more ownership

Funds ownership: 82.56%86.99% (+4.4%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
21.52%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.45%
New
219
Increased
612
Reduced
537
Closed
83
Calls
$392M
Puts
$173M
Net Calls
+$219M
Net Calls Change
+$246M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1526
Hexagon Capital Partners
Arkansas
$28K +$9.27K +14 +47%
CPG
1527
Cornerstone Planning Group
New Jersey
$27.8K +$1.32K +2 +5%
VHAM
1528
Van Hulzen Asset Management
California
$27.4K +$28.5K +43 New
PCWA
1529
Pacific Capital Wealth Advisors
California
$26.7K -$1.99K -3 -7%
Kayne Anderson Rudnick Investment Management
1530
Kayne Anderson Rudnick Investment Management
California
$26.7K +$3.31K +5 +14%
WWP
1531
WR Wealth Planners
Missouri
$26.1K +$3.97K +6 +17%
AIA
1532
Arcadia Investment Advisors
Idaho
$25.4K
WBC
1533
West Branch Capital
Massachusetts
$25.4K
ACM
1534
Aster Capital Management
United Arab Emirates
$24.8K +$25.8K +39 New
WA
1535
Whipplewood Advisors
Colorado
$24.8K +$25.8K +39 New
AWM
1536
Abound Wealth Management
Tennessee
$24.8K +$662 +1 +3%
SO
1537
Sierra Ocean
California
$24.3K +$25.2K +38 New
KFI
1538
Key Financial Inc
Pennsylvania
$22.9K
TPW
1539
Talon Private Wealth
Florida
$22.9K
DF
1540
Dunhill Financial
United Kingdom
$21.8K +$3.97K +6 +21%
CJ
1541
Caitlin John
Michigan
$21.4K
CAM
1542
Creekmur Asset Management
Illinois
$19.4K
MWA
1543
Medallion Wealth Advisors
Connecticut
$18.2K +$19.9K +30 New
EAM
1544
Empirical Asset Management
Massachusetts
$17.5K +$2.07M +3,119 +24%
TAM
1545
Tucker Asset Management
Colorado
$17.2K -$3.31K -5 -16%
BIA
1546
Bell Investment Advisors
California
$17.2K +$6.62K +10 +59%
CP
1547
Castleview Partners
Texas
$16.4K
SFA
1548
Semmax Financial Advisors
North Carolina
$16.1K -$1.99K -3 -12%
VNA
1549
Valley National Advisers
Pennsylvania
$16K +$12.6K +19 +271%
CB
1550
CNB Bank
Pennsylvania
$15.9K

PH Hedge Fund Activity: Q4 2024 in Review

1,634 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2024, worth a combined $72.1B — up 7.9% from $66.8B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new PH positions and 83 closed out — a net gain of 136 holders — while 612 added to existing stakes and 537 trimmed.

The largest buyer was State Street, adding an estimated $2.39B. The largest seller was Fidelity Investments, cutting an estimated $391M.

  • 1,634 institutional investors held Parker-Hannifin (PH) as of Q4 2024, up from 1,522 in Q3 2024.
  • Funds reported $72.1B of Parker-Hannifin stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 219 funds opened new Parker-Hannifin positions in Q4 2024 and 83 closed out, a net change of +136 holders.
  • The largest Parker-Hannifin buyer in Q4 2024 was State Street, an estimated $2.39B added.
  • The largest Parker-Hannifin seller in Q4 2024 was Fidelity Investments, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2024.