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Pentair
PNR

Overview Fund Activity

579 hedge funds and large institutions have $9.52B invested in Pentair in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 199 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+30
Holders Change %
+5.46%
% of All Funds
9.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
67
Increased
194
Reduced
199
Closed
32
Calls
$17.4M
Puts
$18.1M
Net Calls
-$654K
Net Calls Change
-$51.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$116M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$195M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$30.2M
4
KBC Group
4
KBC Group
Belgium
$81.6M
5
Amundi
5
Amundi
France
$323M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$631M
2
RS
2
Robeco Schweiz
Switzerland
$117M
3
Parnassus Investments
3
Parnassus Investments
California
$85.5M
4
BlackRock
4
BlackRock
New York
$1.02B
5
Millennium Management
5
Millennium Management
New York
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
351
FDx Advisors
Illinois
$348K -$28.4K -439 -8%
First Manhattan
352
First Manhattan
New York
$346K – – –
BAM
353
Blueshift Asset Management
New Jersey
$336K +$336K +5,192 New
GC
354
Guggenheim Capital
Illinois
$332K -$360K -5,555 -52%
PCIA
355
Prime Capital Investment Advisors
Kansas
$328K -$24.5K -379 -7%
SWP
356
Stratos Wealth Partners
Ohio
$325K +$21.4K +330 +7%
RMDI
357
R.M. Davis Inc
Maine
$324K – – –
SWM
358
Shakespeare Wealth Management
Wisconsin
$322K – – –
VFA
359
Values First Advisors
Tennessee
$322K +$79.3K +1,225 +33%
PF
360
Phoenix Financial
Israel
$321K -$41.8K -637 -12%
BCV
361
Banque Cantonale Vaudoise
Switzerland
$319K – – –
AIM
362
Aigen Investment Management
New York
$319K +$319K +4,924 New
HNW
363
High Note Wealth
Minnesota
$317K – – –
AC
364
AXQ Capital
New Jersey
$317K +$317K +4,890 New
PFO
365
Pathstone Family Office
New Jersey
$316K +$316K +4,886 New
CIM
366
Contravisory Investment Management
Massachusetts
$313K +$313K +4,836 New
PCM
367
Prelude Capital Management
New York
$308K +$55.4K +856 +22%
ASA
368
Armstrong Shaw Associates
Connecticut
$307K – – –
PAM
369
Paradigm Asset Management
New York
$304K – – –
HBCM
370
Heron Bay Capital Management
Michigan
$301K +$27.8K +429 +10%
FTA
371
Financial & Tax Architects
Missouri
$293K -$47.1K -728 -14%
MHIC
372
Marble Harbor Investment Counsel
Massachusetts
$287K – – –
MIC
373
Meridian Investment Counsel
California
$286K – – –
B
374
Bailard
California
$284K +$66.5K +1,027 +31%
VA
375
Vident Advisory
Georgia
$282K +$282K +4,360 New
13 14
15
16 17