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 %
CGL
401
Clarius Group LLC
Washington
$216K +$216K +3,347 New
FCH
402
Freestone Capital Holdings
Washington
$216K +$216K +3,340 New
BP
403
Ballentine Partners
Massachusetts
$213K +$213K +3,300 New
OFS
404
OneAscent Financial Services
Alabama
$213K +$213K +3,299 New
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$208K +$13.1K +203 +7%
LIM
406
Leavell Investment Management
Alabama
$207K +$207K +3,200 New
FAFN
407
First Affirmative Financial Network
Colorado
$206K -$49.4K -765 -19%
CAM
408
Cubic Asset Management
Massachusetts
$204K +$204K +3,160 New
WPC
409
Wedmont Private Capital
Pennsylvania
$204K +$204K +3,090 New
SIA
410
Sit Investment Associates
Minnesota
$202K
KPWS
411
Kestra Private Wealth Services
Texas
$201K +$201K +3,106 New
SA
412
Syntax Advisors
New York
$200K -$34.2K -530 -15%
VCG
413
Vantage Consulting Group
Virginia
$200K -$34.2K -530 -15%
HI
414
Horizon Investments
North Carolina
$191K -$13.3K -207 -7%
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$190K +$1.68K +26 +0.9%
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$177K +$176K +2,717 +16,981%
BONH
417
Bank of New Hampshire
New Hampshire
$164K
AIP
418
Ameritas Investment Partners
Nebraska
$162K -$903K -13,983 -85%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$151K -$2.58K -40 -2%
MFG
420
Mendota Financial Group
Wisconsin
$143K +$143K +2,210 New
NIMI
421
Natixis Investment Managers International
France
$141K -$8.72K -135 -6%
HFM
422
Harvest Fund Management
China
$140K +$67.5K +1,044 +93%
Lazard Asset Management
423
Lazard Asset Management
New York
$117K -$580 -9 -0.5%
QCG
424
Quadrant Capital Group
Ohio
$103K -$646 -10 -0.6%
PA
425
Parallel Advisors
California
$85.3K +$8.6K +133 +11%