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Pentair
PNR

Overview Fund Activity

448 hedge funds and large institutions have $5.45B invested in Pentair in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-7
Holders Change %
-1.54%
% of All Funds
9.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
46
Increased
157
Reduced
152
Closed
51
Calls
$13.6M
Puts
$3.18M
Net Calls
+$10.4M
Net Calls Change
+$974K

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$104M
2
BlackRock
BlackRock
New York
+$74.5M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$30.5M
4
State Street
State Street
Massachusetts
+$24.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$20.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$133M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$41.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$38.1M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
326
Victory Capital Management
Texas
$79K -$6.05K -161 -7%
RFA
327
Reilly Financial Advisors
California
$76K – – –
WTC
328
WhitTier Trust Company
Nevada
$60K – – –
OIA
329
Optimum Investment Advisors
Illinois
$58K +$114 +3 +0.2%
SPIA
330
Steward Partners Investment Advisory
New York
$52K -$13.9K -370 -21%
CIA
331
CSat Investment Advisory
Michigan
$50K -$7.01K -184 -12%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
CCM
333
Covington Capital Management
California
$47K +$9.4K +250 +25%
HNB
334
Huntington National Bank
Ohio
$42K -$14.9K -397 -26%
CTC
335
Central Trust Company
Missouri
$40K -$8.52K -225 -18%
BFEC
336
Benjamin F. Edwards & Company
Missouri
$40K -$800 -21 -2%
PWP
337
Personal Wealth Partners
Minnesota
$40K – – –
AF
338
Advisornet Financial
Minnesota
$37K +$9.72K +260 +36%
PI
339
PEAK6 Investments
Illinois
$31K +$31K +813 New
Simplex Trading
340
Simplex Trading
Illinois
$31K +$31K +837 New
BG
341
Bollard Group
Massachusetts
$30K -$14.1K -380 -32%
PA
342
Parallel Advisors
California
$26K +$3.91K +104 +18%
HCA
343
Horan Capital Advisors
Ohio
$26K +$26K +700 New
HPC
344
HM Payson & Co
Maine
$24K -$4.98K -131 -17%
EW
345
Evoke Wealth
California
$21.1K +$21.1K +558 New
GAM
346
Gemmer Asset Management
California
$21K +$3.21K +85 +18%
RCC
347
Red Cedar Capital
Nebraska
$20K – – –
TCOV
348
Trust Company of Vermont
Vermont
$19K – – –
GLI
349
Guardian Life Insurance
New York
$19K +$1.28K +33 +7%
SFS
350
Sowell Financial Services
Arkansas
$19K +$19K +492 New
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