Parker-Hannifin
1,303 hedge funds and large institutions have $48.6B invested in Parker-Hannifin in 2023 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 470 increasing their positions, 433 reducing their positions, and 61 closing their positions.
230% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 61
44% more call options, than puts
Call options by funds: $251M | Put options by funds: $174M
11% more funds holding
Funds holding: 1,178 → 1,303 (+125)
10% more capital inflows, than outflows
Capital inflows: $2.35B | Capital outflows: $2.14B
9% more repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 433
0.06% more ownership
Funds ownership: 82.17% → 82.23% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 30 → 30 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alphinity Investment Management
Sydney,
Australia
|
+$140M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
+$114M |
| 3 |
Holocene Advisors
New York
|
+$94.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$84M |
| 5 |
BlackRock
New York
|
+$83.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$436M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$181M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$167M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$105M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$81.4M |
PH Hedge Fund Activity: Q4 2023 in Review
1,303 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2023, worth a combined $48.6B — up 18% from $41.1B a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new PH positions and 61 closed out — a net gain of 140 holders — while 470 added to existing stakes and 433 trimmed.
The largest buyer was Alphinity Investment Management, adding an estimated $140M. The largest seller was Harris Associates, cutting an estimated $436M.
- 1,303 institutional investors held Parker-Hannifin (PH) as of Q4 2023, up from 1,178 in Q3 2023.
- Funds reported $48.6B of Parker-Hannifin stock for Q4 2023, up 18% quarter-over-quarter.
- 201 funds opened new Parker-Hannifin positions in Q4 2023 and 61 closed out, a net change of +140 holders.
- The largest Parker-Hannifin buyer in Q4 2023 was Alphinity Investment Management, an estimated $140M added.
- The largest Parker-Hannifin seller in Q4 2023 was Harris Associates, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2023.