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Pentair
PNR

Overview Fund Activity

607 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$416M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$75M
3
BlackRock
BlackRock
New York
+$61.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$46.3M
5
SCA
Southpoint Capital Advisors
New York
+$36.4M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$98.2M
2
GCM
Gates Capital Management
New York
-$34.2M
3
Fidelity International
Fidelity International
Bermuda
-$34.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
351
Guggenheim Capital
Illinois
$415K +$42.2K +581 +11%
SI
352
Stephens Inc
Arkansas
$413K +$117K +1,611 +40%
GXJ
353
Global X Japan
Japan
$410K +$410K +5,639 New
PCIA
354
Prime Capital Investment Advisors
Kansas
$403K +$34.8K +478 +9%
UFF
355
USA Financial Formulas
Michigan
$392K +$101K +1,387 +35%
First Manhattan
356
First Manhattan
New York
$390K +$509 +7 +0.1%
MC
357
Machina Capital
France
$373K -$293K -4,034 -44%
PF
358
Phoenix Financial
Israel
$373K +$12.6K +172 +4%
AC
359
Addison Capital
Pennsylvania
$371K +$371K +5,101 New
Mackenzie Financial
360
Mackenzie Financial
Ontario, Canada
$368K -$77.5K -1,066 -17%
RWM
361
Revisor Wealth Management
Ohio
$367K -$65.7K -903 -15%
RMDI
362
R.M. Davis Inc
Maine
$364K – – –
SWM
363
Shakespeare Wealth Management
Wisconsin
$362K – – –
HNW
364
High Note Wealth
Minnesota
$356K – – –
VSQM
365
V-Square Quantitative Management
Illinois
$356K +$55.5K +763 +18%
OFS
366
OneAscent Financial Services
Alabama
$351K +$64.8K +890 +23%
PAM
367
Paradigm Asset Management
New York
$342K – – –
SC
368
Shay Capital
New York
$342K +$342K +4,700 New
SFA
369
Sequoia Financial Advisors
Ohio
$340K +$340K +4,683 New
Credit Agricole
370
Credit Agricole
France
$340K +$227K +3,124 +201%
Cerity Partners
371
Cerity Partners
New York
$333K +$333K +4,592 New
ACM
372
Argyle Capital Management
Pennsylvania
$327K -$400K -5,500 -55%
MHIC
373
Marble Harbor Investment Counsel
Massachusetts
$322K – – –
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$322K +$33.1K +455 +11%
IC
375
IEQ Capital
California
$322K +$15.2K +209 +5%
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15
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