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Pentair
PNR

Overview Fund Activity

579 hedge funds and large institutions have $9.52B invested in Pentair in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 199 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+30
Holders Change %
+5.46%
% of All Funds
9.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
67
Increased
194
Reduced
199
Closed
32
Calls
$17.4M
Puts
$18.1M
Net Calls
-$654K
Net Calls Change
-$51.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$116M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$195M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$30.2M
4
KBC Group
4
KBC Group
Belgium
$81.6M
5
Amundi
5
Amundi
France
$323M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$631M
2
RS
2
Robeco Schweiz
Switzerland
$117M
3
Parnassus Investments
3
Parnassus Investments
California
$85.5M
4
BlackRock
4
BlackRock
New York
$1.02B
5
Millennium Management
5
Millennium Management
New York
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
376
Nomura Holdings
Japan
$282K -$466K -7,199 -62%
ABLA
377
Alan B. Lancz & Associates
Ohio
$281K – – –
AWM
378
AE Wealth Management
Kansas
$281K +$24.5K +378 +10%
SC
379
Steph & Co
Wisconsin
$280K – – –
API
380
Advisor Partners II
California
$280K +$8.22K +127 +3%
MAM
381
Meeder Asset Management
Ohio
$278K – – –
IC
382
IEQ Capital
California
$273K +$13.3K +206 +5%
WH
383
Whitcomb & Hess
Ohio
$271K – – –
VSQM
384
V-Square Quantitative Management
Illinois
$267K +$186K +2,880 +230%
SI
385
Stephens Inc
Arkansas
$263K -$69.5K -1,074 -21%
CF
386
Copperwynd Financial
Arizona
$262K -$10.9K -168 -4%
UFF
387
USA Financial Formulas
Michigan
$259K +$259K +3,996 +57,086%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$257K +$257K +3,974 New
SSW
389
Smith Shellnut Wilson
Mississippi
$257K – – –
CCIA
390
Campbell & Co Investment Adviser
Maryland
$255K -$158K -2,446 -38%
OFS
391
OneAscent Financial Services
Alabama
$255K +$41.1K +634 +19%
PAG
392
Private Advisor Group
New Jersey
$254K +$254K +3,928 New
FMLI
393
Fukoku Mutual Life Insurance
Japan
$251K – – –
Arrowstreet Capital
394
Arrowstreet Capital
Massachusetts
$250K +$250K +3,863 New
VI
395
Vestcor Inc
New Brunswick, Canada
$249K – – –
CCM
396
Cullen Capital Management
New York
$246K +$246K +3,806 New
CC
397
Cipher Capital
New York
$245K -$2.31M -35,630 -90%
BCI
398
Brinker Capital Investments
Pennsylvania
$245K -$3.11K -48 -1%
OPS
399
Orion Portfolio Solutions
Nebraska
$245K -$3.11K -48 -1%
OWM
400
OneAscent Wealth Management
Alabama
$238K +$5.43K +84 +2%
14 15
16
17 18