549 hedge funds and large institutions have $9.48B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+25
Holders Change %
+4.77%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
178
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
376
Smith Shellnut Wilson
Mississippi
$256K -$2.33K -36 -0.9%
AWM
377
AE Wealth Management
Kansas
$256K +$256K +3,959 New
PCM
378
Prelude Capital Management
New York
$252K -$56.1K -869 -18%
FMLI
379
Fukoku Mutual Life Insurance
Japan
$250K -$78.9K -1,221 -24%
VI
380
Vestcor Inc
New Brunswick, Canada
$248K -$153K -2,374 -38%
OPS
381
Orion Portfolio Solutions
Nebraska
$247K -$170K -2,626 -41%
BCI
382
Brinker Capital Investments
Pennsylvania
$247K -$170K -2,626 -41%
IIM
383
INTECH Investment Management
Florida
$247K -$7.49M -115,961 -97%
GWM
384
Gitterman Wealth Management
New Jersey
$245K +$245K +3,797 New
VFA
385
Values First Advisors
Tennessee
$242K -$20.5K -318 -8%
CB
386
Commerce Bank
Missouri
$242K -$11K -170 -4%
BFEC
387
Benjamin F. Edwards & Company
Missouri
$241K -$124K -1,914 -34%
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$240K
BWP
389
BSW Wealth Partners
Colorado
$233K -$1.68K -26 -0.7%
OWM
390
OneAscent Wealth Management
Alabama
$232K -$3.22K -50 -1%
AWM
391
Axxcess Wealth Management
California
$232K -$41.6K -644 -15%
GRP
392
Global Retirement Partners
California
$230K +$22K +341 +11%
FTDI
393
First Trust Direct Indexing
Massachusetts
$229K +$229K +3,541 New
YIH
394
Y-Intercept (HK)
Hong Kong
$228K +$228K +3,532 New
GCP
395
GSA Capital Partners
United Kingdom
$227K +$227K +3,517 New
WEG
396
World Equity Group
Illinois
$224K +$224K +3,474 New
PK
397
Pflug Koory
Nebraska
$222K -$69.4K -1,075 -24%
GWAM
398
Guardian Wealth Advisors (Minnesota)
Minnesota
$220K +$220K +3,411 New
GT
399
Greenleaf Trust
Michigan
$219K +$219K +3,386 New
B
400
Bailard
California
$217K +$217K +3,360 New