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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.48B +$43.9M +132,591 +1%
BlackRock
2
BlackRock
New York
$2.8B -$21.8M -65,780 -0.8%
State Street
3
State Street
Massachusetts
$1.85B -$29.6M -89,512 -2%
Bank of America
4
Bank of America
North Carolina
$1.57B +$423M +1,276,601 +37%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.33B -$54.3M -163,967 -4%
Ameriprise
6
Ameriprise
Minnesota
$1.24B +$169M +511,658 +16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.08B +$377M +1,138,583 +55%
Invesco
8
Invesco
Georgia
$1.07B +$240M +723,397 +29%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.06B -$301M -910,140 -22%
Harris Associates
10
Harris Associates
Illinois
$892M -$36M -108,687 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$884M +$19.4M +58,506 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$668M -$86.4M -260,966 -12%
Charles Schwab
13
Charles Schwab
California
$620M -$43.9M -132,535 -7%
Morgan Stanley
14
Morgan Stanley
New York
$598M +$13.9M +41,932 +2%
Norges Bank
15
Norges Bank
Norway
$546M -$53.3M -160,967 -9%
N
16
Nuveen
North Carolina
$523M +$165K +497 +0%
Northern Trust
17
Northern Trust
Illinois
$446M -$12.8M -38,659 -3%
Diamond Hill Capital Management
18
Diamond Hill Capital Management
Ohio
$418M -$53.1M -160,371 -11%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$402M -$20.7M -62,454 -5%
Franklin Resources
20
Franklin Resources
California
$395M -$165M -499,002 -30%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$391M -$2.52M -7,611 -0.6%
Boston Partners
22
Boston Partners
Massachusetts
$387M +$1.7M +5,137 +0.4%
Principal Financial Group
23
Principal Financial Group
Iowa
$362M -$31.6M -95,507 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$329M -$49.3M -148,746 -13%
DZ Bank
25
DZ Bank
Germany
$311M +$303M +914,818 +9,155%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.