We are live on ! Find out more

508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
376
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73K +$69.5K +1,356 +7,137%
VCG
377
Vantage Consulting Group
Virginia
$73K +$71K +1,384 New
CIA
378
CSat Investment Advisory
Michigan
$71K -$49.1K -958 -42%
AWM
379
Avior Wealth Management
Nebraska
$62K +$410 +8 +0.7%
NFG
380
Next Financial Group
Texas
$62K +$718 +14 +1%
HNB
381
Huntington National Bank
Ohio
$60K -$462 -9 -0.8%
VanEck Associates
382
VanEck Associates
New York
$59K +$57.3K +1,117 New
OIA
383
Optimum Investment Advisors
Illinois
$55K +$103 +2 +0.2%
NO
384
Ninety One
South Africa
$53K +$9.28K +181 +22%
SPIA
385
Steward Partners Investment Advisory
New York
$52K -$1.69K -33 -3%
ASN
386
Advisory Services Network
Georgia
$51K -$33.9K -662 -41%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$49K
WT
388
Washington Trust
Rhode Island
$48K
CTC
389
Central Trust Company
Missouri
$46K -$5.13K -100 -10%
QCG
390
Quadrant Capital Group
Ohio
$46K
BG
391
Bollard Group
Massachusetts
$43K
Lazard Asset Management
392
Lazard Asset Management
New York
$43K +$41.7K +814 New
S
393
SignatureFD
Georgia
$39K
HPC
394
HM Payson & Co
Maine
$36K
PA
395
Parallel Advisors
California
$33K -$13K -253 -29%
WWM
396
Wolff Wiese Magana
California
$32K +$30.7K +598 New
TPCW
397
TD Private Client Wealth
New York
$31.2K +$1.28K +25 +4%
RCC
398
Red Cedar Capital
Nebraska
$28K
EI
399
Ellevest Inc
New York
$28K +$4.1K +80 +18%
TCOV
400
Trust Company of Vermont
Vermont
$27K