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Pentair
PNR

Overview Fund Activity

524 hedge funds and large institutions have $8.24B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+22
Holders Change %
+4.38%
% of All Funds
8.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
170
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$144M
2
Millennium Management
Millennium Management
New York
$218M
3
BlackRock
BlackRock
New York
$884M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$240M
5
CCMG
Clark Capital Management Group
Pennsylvania
$75.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.69M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$704M
3
Renaissance Technologies
Renaissance Technologies
New York
$31.1M
4
Parnassus Investments
Parnassus Investments
California
$76.7M
5
Invesco
Invesco
Georgia
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
351
Prelude Capital Management
New York
$263K +$263K +4,763 New
CF
352
Copperwynd Financial
Arizona
$257K +$257K +4,648 New
HBCM
353
Heron Bay Capital Management
Michigan
$255K +$255K +4,617 New
PK
354
Pflug Koory
Nebraska
$249K -$829 -15 -0.3%
BFS
355
Bradley Foster & Sargent
Connecticut
$248K – – –
MHIC
356
Marble Harbor Investment Counsel
Massachusetts
$245K +$245K +4,430 New
CI
357
CPR Investments
Michigan
$241K +$241K +4,357 New
ABLA
358
Alan B. Lancz & Associates
Ohio
$240K – – –
TMAM
359
Tokio Marine Asset Management
Japan
$239K -$72.5K -1,312 -23%
BC
360
Burney Company
Virginia
$238K -$2.55M -46,096 -91%
MAM
361
Meeder Asset Management
Ohio
$237K -$9.51K -172 -4%
AWM
362
Axxcess Wealth Management
California
$234K +$234K +4,230 New
MIC
363
Meridian Investment Counsel
California
$233K +$233K +4,218 New
WH
364
Whitcomb & Hess
Ohio
$232K +$232K +4,193 New
CA
365
Cetera Advisors
Colorado
$227K +$227K +4,113 New
VFA
366
Values First Advisors
Tennessee
$225K +$225K +4,066 New
SSW
367
Smith Shellnut Wilson
Mississippi
$221K +$221K +4,005 New
BRWA
368
B. Riley Wealth Advisors
Florida
$221K +$221K +3,996 New
BA
369
Bridgewater Associates
Connecticut
$221K +$221K +3,994 New
API
370
Advisor Partners II
California
$219K +$219K +3,954 New
FAFN
371
First Affirmative Financial Network
Colorado
$219K +$219K +3,953 New
CB
372
Commerce Bank
Missouri
$216K +$216K +3,917 New
IC
373
IEQ Capital
California
$208K +$208K +3,765 New
Bank of Nova Scotia
374
Bank of Nova Scotia
Ontario, Canada
$206K +$206K +3,721 New
OWM
375
OneAscent Wealth Management
Alabama
$202K +$202K +3,649 New
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15
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