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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 %
MA
401
Mutual Advisors
Nebraska
$233K +$233K +3,604 New
GRP
402
Global Retirement Partners
California
$232K +$4.23K +66 +2%
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$231K -$10.4K -160 -4%
CB
404
Commerce Bank
Missouri
$230K -$13K -201 -5%
BC
405
Burney Company
Virginia
$229K -$39.2K -605 -15%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$225K -$129K -1,996 -36%
WEG
407
World Equity Group
Illinois
$225K – – –
GWM
408
Gitterman Wealth Management
New Jersey
$223K -$22.9K -354 -9%
GT
409
Greenleaf Trust
Michigan
$223K +$3.63K +56 +2%
BWP
410
BSW Wealth Partners
Colorado
$222K -$11.8K -182 -5%
PK
411
Pflug Koory
Nebraska
$221K -$1.3K -20 -0.6%
GWAM
412
Guardian Wealth Advisors (Minnesota)
Minnesota
$220K -$777 -12 -0.4%
BP
413
Ballentine Partners
Massachusetts
$217K +$3.11K +48 +1%
CGL
414
Clarius Group LLC
Washington
$216K -$324 -5 -0.1%
BFEC
415
Benjamin F. Edwards & Company
Missouri
$215K -$26.1K -404 -11%
FTDI
416
First Trust Direct Indexing
Massachusetts
$215K -$14.3K -221 -6%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$213K +$5.05K +78 +2%
SCM
418
Stevens Capital Management
Pennsylvania
$213K -$300K -4,636 -58%
FCH
419
Freestone Capital Holdings
Washington
$212K -$4.53K -70 -2%
FHA
420
Flagship Harbor Advisors
Massachusetts
$207K +$207K +3,200 New
LIM
421
Leavell Investment Management
Alabama
$207K – – –
WPC
422
Wedmont Private Capital
Pennsylvania
$203K +$6.69K +105 +3%
BSW
423
Buckingham Strategic Wealth
Missouri
$203K +$203K +3,139 New
KAS
424
Kestra Advisory Services
Texas
$201K -$263K -4,055 -57%
Tudor Investment Corp
425
Tudor Investment Corp
Connecticut
$201K -$1.26M -19,462 -86%
15 16
17
18 19