We are live on ! Find out more

491 hedge funds and large institutions have $6.12B invested in Pentair in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.93M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 153

4.92% more ownership

Funds ownership: 86.74%91.66% (+4.9%)

4% less funds holding

Funds holding: 511491 (-20)

7% less capital invested

Capital invested by funds: $6.56B → $6.12B (-$431M)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
491
Holders Change
-20
Holders Change %
-3.91%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
194
Reduced
153
Closed
63
Calls
$17.8M
Puts
$9.93M
Net Calls
+$7.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Manchester Capital Management
Vermont
$585K -$86.3K -1,860 -11%
TCM
252
Teza Capital Management
Illinois
$565K +$349K +7,526 +118%
IAA
253
Independent Advisor Alliance
North Carolina
$556K +$202K +4,364 +47%
SAM
254
Securian Asset Management
Minnesota
$546K
PAM
255
Palisade Asset Management
Minnesota
$528K -$16.8K -362 -3%
KRS
256
Kentucky Retirement Systems
Kentucky
$523K +$27.7K +598 +5%
NB
257
Norinchukin Bank
Japan
$523K +$66.9K +1,442 +13%
MMA
258
Miracle Mile Advisors
California
$518K
Caisse de Depot et Placement du Quebec (CDPQ)
259
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$513K -$195K -4,213 -25%
JC
260
Jacobs & Co
California
$513K -$7.65K -165 -1%
PA
261
Pinnacle Associates
New York
$509K -$45.6K -984 -7%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$508K +$232K +4,994 +67%
KAS
263
Kestra Advisory Services
Texas
$507K +$188K +4,063 +48%
EMPI
264
Elo Mutual Pension Insurance
Finland
$503K -$29.4K -634 -5%
DILIC
265
Dai-ichi Life Insurance Company
Japan
$500K +$9.14K +197 +2%
QCM
266
Quantinno Capital Management
New York
$498K -$1.21M -26,079 -68%
SPC
267
Sigma Planning Corp
Michigan
$497K +$13K +280 +2%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$495K -$105K -2,261 -16%
MGP
269
Metis Global Partners
California
$485K +$203K +4,383 +58%
SI
270
Stephens Inc
Arkansas
$480K -$12K -258 -2%
NERM
271
New England Research & Management
Illinois
$480K +$548K +11,825 New
Creative Planning
272
Creative Planning
Kansas
$476K +$16.5K +356 +3%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$473K +$25.6K +553 +5%
HBCM
274
Heron Bay Capital Management
Michigan
$460K -$2.27K -49 -0.4%
LWAC
275
Laurel Wealth Advisors (California)
California
$459K +$151K +3,254 +40%