We are live on ! Find out more
PH icon

Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.04B +$2.31M +6,835 +0.1%
BlackRock
2
BlackRock
New York
$3.22B -$30.9M -91,365 -1%
State Street
3
State Street
Massachusetts
$2.17B +$14.1M +41,684 +0.8%
Bank of America
4
Bank of America
North Carolina
$1.84B +$9.1M +26,882 +0.6%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.52B -$24.2M -71,495 -2%
Ameriprise
6
Ameriprise
Minnesota
$1.47B +$19.7M +58,121 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.31B +$52.9M +156,359 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.24B +$17.2M +50,787 +2%
Invesco
9
Invesco
Georgia
$1.12B -$113M -334,686 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.05B +$19.9M +58,698 +2%
Harris Associates
11
Harris Associates
Illinois
$883M -$132M -390,846 -15%
Morgan Stanley
12
Morgan Stanley
New York
$756M +$54.1M +159,867 +9%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$754M -$18.9M -55,734 -3%
Charles Schwab
14
Charles Schwab
California
$656M -$55.5M -163,895 -9%
Norges Bank
15
Norges Bank
Norway
$618M -$12.8M -37,889 -2%
N
16
Nuveen
North Carolina
$595M -$9.64M -28,483 -2%
DZ Bank
17
DZ Bank
Germany
$528M +$145M +429,394 +46%
Northern Trust
18
Northern Trust
Illinois
$497M -$18.5M -54,652 -4%
Franklin Resources
19
Franklin Resources
California
$485M +$22.5M +66,573 +6%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$468M -$14.5M -42,802 -3%
Boston Partners
21
Boston Partners
Massachusetts
$451M +$1.05M +3,112 +0.3%
Winslow Capital Management
22
Winslow Capital Management
Minnesota
$446M +$142M +420,992 +58%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$432M -$29.2M -86,344 -7%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$393M -$52.8M -155,979 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$371M -$9.09M -26,863 -3%

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.