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Pentair
PNR

Overview Fund Activity

443 hedge funds and large institutions have $4.28B invested in Pentair in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
-38
Holders Change %
-7.9%
% of All Funds
9.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
52
Increased
150
Reduced
149
Closed
86
Calls
$6.19M
Puts
$2.98M
Net Calls
+$3.21M
Net Calls Change
-$6.32M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$247M
2
CVA
Ceredex Value Advisors
Florida
$20M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$61.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.4M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$288M
2
State Street
State Street
Massachusetts
$302M
3
MWNA
Marshall Wace North America
New York
$69.7M
4
BlackRock
BlackRock
New York
$516M
5
Korea Investment Corp
Korea Investment Corp
South Korea
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
376
IFP Advisors
Florida
$4K -$662 -22 -14%
FANJ
377
Financial Architects (New Jersey)
New Jersey
$4K +$338 +11 +9%
BBHC
378
Brown Brothers Harriman & Co
New York
$4K +$4K +124 New
EW
379
Evoke Wealth
California
$3.61K -$16.2K -544 -82%
OPS
380
Orion Portfolio Solutions
Nebraska
$3K -$1.52K -50 -34%
GWMIA
381
Global Wealth Management Investment Advisory
Florida
$3K – – –
PCG
382
Private Capital Group
Connecticut
$3K – – –
LWM
383
Liberty Wealth Management
California
$3K – – –
PFO
384
Pathstone Family Office
New Jersey
$3K +$3K +93 New
TWA
385
TCI Wealth Advisors
Arizona
$3K +$2.71K +101 +918%
AA
386
Advisory Alpha
Michigan
$2.72K – – –
GRP
387
Global Retirement Partners
California
$2K -$747 -28 -27%
GWS
388
Glassman Wealth Services
Virginia
$2K -$800 -28 -29%
AWM
389
AllSquare Wealth Management
New York
$2K – – –
EARNEST Partners
390
EARNEST Partners
Georgia
$2K – – –
LWA
391
Lowe Wealth Advisors
Maryland
$2K – – –
WEC
392
Winslow Evans & Crocker
Massachusetts
$2K – – –
VCM
393
Versant Capital Management
Arizona
$2K +$225 +8 +13%
TFO
394
Tarbox Family Office
California
$2K +$421 +16 +27%
PWMG
395
Prestige Wealth Management Group
New Jersey
$2K +$1.2K +36 +150%
ABC
396
Associated Banc-Corp
Wisconsin
$2K +$2K +59 New
GCM
397
Gables Capital Management
Florida
$2K +$2K +60 New
GSWM
398
Golden State Wealth Management
California
$2K +$2K +73 New
FP
399
Financial Perspectives
Minnesota
$1.07K – – –
BCWM
400
Bartlett & Co Wealth Management
Ohio
$1.04K +$1.04K +35 New
14 15
16
17 18