We are live on ! Find out more
PH icon

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
CAC
1601
Core Alternative Capital
Georgia
$5.72K +$1.99K +3 +50%
OCM
1602
Orion Capital Management
California
$5.09K +$5.3K +8 New
NS
1603
NBC Securities
Alabama
$4.64K -$4.91M -7,409 -100%
RPA
1604
Redwood Park Advisors
California
$4.45K +$4.63K +7 New
BC
1605
Barrett & Company
Rhode Island
$4.45K +$4.63K +7 New
CWP
1606
Clark Wealth Partners
Illinois
$4.45K +$4.63K +7 New
BFP
1607
Briaud Financial Planning
Texas
$4K +$4.63K +7 New
CIM
1608
Contravisory Investment Management
Massachusetts
$3.82K
MIA
1609
MeadowBrook Investment Advisors
Michigan
$3.82K
WCM
1610
Westend Capital Management
California
$3.82K
PWM
1611
Parkworth Wealth Management
California
$3.21K +$3.31K +5 New
TFM
1612
TFC Financial Management
Massachusetts
$3.18K
NSIM
1613
North Star Investment Management
Illinois
$3.18K
BTD
1614
BankPlus Trust Department
Mississippi
$3.18K +$3.31K +5 New
NC
1615
NewSquare Capital
Pennsylvania
$3.18K +$3.31K +5 New
T
1616
Transce3nd
Texas
$3.18K +$3.31K +5 New
WWA
1617
Wingate Wealth Advisors
Massachusetts
$3.18K +$3.31K +5 New
CCM
1618
Chilton Capital Management
Texas
$2.54K -$8.61K -13 -76%
VWA
1619
Valued Wealth Advisors
Utah
$2.54K -$1.32K -2 -33%
WCM
1620
WealthTrak Capital Management
Virginia
$2.54K +$2.65K +4 New
OSNBOA
1621
Old Second National Bank of Aurora
Illinois
$2.54K +$2.65K +4 New
PS
1622
PayPay Securities
Japan
$2.54K +$2.65K +4 New
NWM
1623
Navigoe Wealth Management
California
$2K +$2.65K +4 New
PWA
1624
Principia Wealth Advisory
Texas
$1.91K +$1.99K +3 New
WW
1625
Winnow Wealth
Texas
$1.65K +$1.99K +3 New

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.