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Parker-Hannifin

1,032 hedge funds and large institutions have $30.6B invested in Parker-Hannifin in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 356 increasing their positions, 336 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 64

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

65% more call options, than puts

Call options by funds: $146M | Put options by funds: $88.5M

18% more capital invested

Capital invested by funds: $25.9B → $30.6B (+$4.63B)

8% more funds holding

Funds holding: 9601,032 (+72)

6% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 336

0.79% less ownership

Funds ownership: 83.64%82.86% (-0.79%)

Holders
1,032
Holders Change
+72
Holders Change %
+7.5%
% of All Funds
16.59%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.31%
New
157
Increased
356
Reduced
336
Closed
64
Calls
$146M
Puts
$88.5M
Net Calls
+$57.1M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.97B +$32.6M +113,890 +1%
BlackRock
2
BlackRock
New York
$2.45B -$930K -3,248 -0%
State Street
3
State Street
Massachusetts
$1.63B -$25.8M -90,079 -2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.2B -$56.4M -197,043 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.18B -$95M -331,738 -8%
Bank of America
6
Bank of America
North Carolina
$991M +$264K +922 +0%
Ameriprise
7
Ameriprise
Minnesota
$929M +$272M +949,744 +42%
Harris Associates
8
Harris Associates
Illinois
$804M +$227K +792 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$749M +$17.8M +62,303 +2%
Invesco
10
Invesco
Georgia
$719M +$6.49M +22,683 +0.9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$655M -$27M -94,440 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$602M +$198M +692,126 +50%
Charles Schwab
13
Charles Schwab
California
$574M +$1.81M +6,323 +0.3%
Norges Bank
14
Norges Bank
Norway
$519M -$73.8M -257,680 -13%
Morgan Stanley
15
Morgan Stanley
New York
$506M +$51M +178,108 +11%
Franklin Resources
16
Franklin Resources
California
$487M +$65.9M +230,081 +16%
N
17
Nuveen
North Carolina
$452M +$8.48M +29,639 +2%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$408M -$35.5M -123,983 -8%
Northern Trust
19
Northern Trust
Illinois
$398M -$96.2K -336 -0%
Principal Financial Group
20
Principal Financial Group
Iowa
$341M -$1.7M -5,933 -0.5%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$341M +$88.3M +308,339 +36%
Boston Partners
22
Boston Partners
Massachusetts
$334M +$7.88M +27,534 +2%
AllianceBernstein
23
AllianceBernstein
Tennessee
$331M -$1.14M -3,984 -0.3%
Victory Capital Management
24
Victory Capital Management
Texas
$330M -$26.4M -92,148 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$328M +$28.6M +99,998 +10%

PH Hedge Fund Activity: Q4 2022 in Review

1,032 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2022, worth a combined $30.6B — up 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PH positions and 64 closed out — a net gain of 93 holders — while 356 added to existing stakes and 336 trimmed.

The largest buyer was Ameriprise, adding an estimated $272M. The largest seller was Viking Global Investors, exiting entirely with an estimated $430M sold.

  • 1,032 institutional investors held Parker-Hannifin (PH) as of Q4 2022, up from 960 in Q3 2022.
  • Funds reported $30.6B of Parker-Hannifin stock for Q4 2022, up 18% quarter-over-quarter.
  • 157 funds opened new Parker-Hannifin positions in Q4 2022 and 64 closed out, a net change of +93 holders.
  • The largest Parker-Hannifin buyer in Q4 2022 was Ameriprise, an estimated $272M added.
  • The largest Parker-Hannifin seller in Q4 2022 was Viking Global Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2022.