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491 hedge funds and large institutions have $6.12B invested in Pentair in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.93M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 153

4.92% more ownership

Funds ownership: 86.74%91.66% (+4.9%)

4% less funds holding

Funds holding: 511491 (-20)

7% less capital invested

Capital invested by funds: $6.56B → $6.12B (-$431M)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
491
Holders Change
-20
Holders Change %
-3.91%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
194
Reduced
153
Closed
63
Calls
$17.8M
Puts
$9.93M
Net Calls
+$7.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
401
Quent Capital
New York
$9K
AF
402
Allworth Financial
California
$9K +$7.65K +165 +275%
SN
403
Sittner & Nelson
Oregon
$8K
TCOV
404
Trust Company of Vermont
Vermont
$8K
JWA
405
JFS Wealth Advisors
Pennsylvania
$7K
Bank of Montreal
406
Bank of Montreal
Ontario, Canada
$6.45K -$967K -20,842 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
407
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6K -$57K -1,229 -89%
GIA
408
GHP Investment Advisors
Colorado
$6K
HNWAG
409
High Net Worth Advisory Group
Florida
$6K
ST
410
Smithfield Trust
Pennsylvania
$6K
GRP
411
Global Retirement Partners
California
$6K +$510 +11 +9%
SSB
412
Sandy Spring Bank
Maryland
$6K +$6.96K +150 New
BBHC
413
Brown Brothers Harriman & Co
New York
$5K -$2.09K -45 -29%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$5K +$928 +20 +18%
CA
415
Crewe Advisors
Utah
$5K +$3.25K +70 +117%
EWA
416
EverSource Wealth Advisors
Alabama
$4K -$3.76K -81 -47%
BBPWM
417
Blue Bell Private Wealth Management
Pennsylvania
$4K
HIA
418
Harbor Investment Advisory
Maryland
$4K
ME
419
McIlrath & Eck
Washington
$4K
BIA
420
Bell Investment Advisors
California
$4K +$2.37K +51 +93%
BCFD
421
Boit C.F. David
$4K +$4.36K +94 New
TCWA
422
Ten Capital Wealth Advisors
Washington
$4K +$4.64K +100 New
EW
423
Evoke Wealth
California
$3K -$3.15K -68 -49%
PWMG
424
Prestige Wealth Management Group
New Jersey
$3K -$464 -10 -14%
EARNEST Partners
425
EARNEST Partners
Georgia
$3K