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Pentair
PNR

Overview Fund Activity

438 hedge funds and large institutions have $5.24B invested in Pentair in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 138 increasing their positions, 163 reducing their positions, and 64 closing their positions.

Holders
438
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
61
Increased
138
Reduced
163
Closed
64
Calls
$5.48M
Puts
$4.97M
Net Calls
+$511K
Net Calls Change
-$2.7M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$166M
2
Wells Fargo
2
Wells Fargo
California
$69M
3
State Street
3
State Street
Massachusetts
$413M
4
SG Americas Securities
4
SG Americas Securities
New York
$25.2M
5
CVA
5
Ceredex Value Advisors
Florida
$43.6M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$0
2
BlackRock
2
BlackRock
New York
$519M
3
MWNA
3
Marshall Wace North America
New York
$57.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$685M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
376
Pathstone Family Office
New Jersey
$4K – – –
ABC
377
Associated Banc-Corp
Wisconsin
$4K +$1.46K +34 +58%
CI
378
CX Institutional
Indiana
$4K +$2.02K +49 +102%
BL
379
Balentine LLC
Georgia
$4K +$2.41K +62 +151%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +104 New
HIA
381
Harbor Investment Advisory
Maryland
$3K -$3.92K -119 -57%
CFA
382
Carroll Financial Associates
North Carolina
$3K -$3.87K -107 -56%
ME
383
McIlrath & Eck
Washington
$3K -$1.96K -60 -39%
LWA
384
Lowe Wealth Advisors
Maryland
$3K – – –
GRP
385
Global Retirement Partners
California
$3K – – –
EARNEST Partners
386
EARNEST Partners
Georgia
$3K – – –
VFA
387
Valeo Financial Advisors
Indiana
$3K +$1.65K +43 +123%
WT
388
Whittier Trust
California
$2K -$3.38K -125 -63%
OPS
389
Orion Portfolio Solutions
Nebraska
$2K -$1.81K -47 -47%
FMTCOCP
390
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
TFS
391
TrustCore Financial Services
Tennessee
$2K – – –
BAMG
392
Brand Asset Management Group
Missouri
$2K – – –
VCM
393
Versant Capital Management
Arizona
$2K – – –
AWM
394
AllSquare Wealth Management
New York
$2K – – –
ZB
395
Zions Bancorporation
Utah
$2K +$426 +10 +27%
C
396
Cerebellum
California
$2K +$2K +25 New
WAMC
397
Western Asset Management Company
California
$2K +$2K +28 New
BFIM
398
Beese Fulmer Investment Management
Ohio
$2K +$2K +47 New
JWA
399
JFS Wealth Advisors
Pennsylvania
$2K +$2K +55 New
FP
400
Financial Perspectives
Minnesota
$1.37K – – –
14 15
16
17 18