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508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFP Advisors
Florida
$10K
CWC
427
Carolinas Wealth Consulting
North Carolina
$10K +$4.51K +88 +89%
SN
428
Sittner & Nelson
Oregon
$10K +$10.1K +196 New
CI
429
CX Institutional
Indiana
$9K +$2.87K +56 +48%
RE
430
RBC Europe
United Kingdom
$8.92K
AssetMark Inc
431
AssetMark Inc
California
$8K -$12.9K -252 -64%
PFBT
432
Parkside Financial Bank & Trust
Missouri
$8K
ST
433
Smithfield Trust
Pennsylvania
$8K
IAIM
434
International Assets Investment Management
Florida
$8K +$7.79K +152 New
GLLW
435
Graves Light Lenhart Wealth
Virginia
$7K +$6.31K +123 New
PCG
436
Private Capital Group
Connecticut
$6K
EA
437
Elm Advisors
California
$6K +$6.1K +119 New
HIA
438
Harbor Investment Advisory
Maryland
$5K -$3.08K -60 -40%
ABC
439
Associated Banc-Corp
Wisconsin
$5K
EW
440
Evoke Wealth
California
$5K
ME
441
McIlrath & Eck
Washington
$5K
PFO
442
Pathstone Family Office
New Jersey
$5K
BAMG
443
Brand Asset Management Group
Missouri
$5K +$2.31K +45 +102%
CFA
444
Carroll Financial Associates
North Carolina
$4K
EARNEST Partners
445
EARNEST Partners
Georgia
$4K
FHC
446
First Horizon Corporation
Tennessee
$4K
LWA
447
Lowe Wealth Advisors
Maryland
$4K
AFS
448
Annapolis Financial Services
Maryland
$4K +$3.44K +67 New
AWM
449
AllSquare Wealth Management
New York
$3K
VCM
450
Versant Capital Management
Arizona
$3K