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Pentair
PNR

Overview Fund Activity

524 hedge funds and large institutions have $8.24B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+22
Holders Change %
+4.38%
% of All Funds
8.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
170
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$144M
2
Millennium Management
2
Millennium Management
New York
$218M
3
BlackRock
3
BlackRock
New York
$884M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$240M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$75.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.69M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$704M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$31.1M
4
Parnassus Investments
4
Parnassus Investments
California
$76.7M
5
Invesco
5
Invesco
Georgia
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
451
McIlrath & Eck
Washington
$5.09K – – –
HIA
452
Harbor Investment Advisory
Maryland
$5.03K – – –
BBHC
453
Brown Brothers Harriman & Co
New York
$4.59K – – –
FHA
454
First Horizon Advisors
Tennessee
$4.54K -$1.88K -34 -29%
SC
455
Schubert & Co
Texas
$4.42K +$995 +18 +29%
PWMG
456
Prestige Wealth Management Group
New Jersey
$4.4K +$1.05K +19 +31%
EI
457
Ellevest Inc
New York
$4.31K +$2.54K +46 +144%
LWA
458
Lowe Wealth Advisors
Maryland
$4.26K – – –
EARNEST Partners
459
EARNEST Partners
Georgia
$4.26K – – –
ST
460
Smithfield Trust
Pennsylvania
$4K – – –
VCM
461
Versant Capital Management
Arizona
$3.86K -$386 -7 -9%
AAS
462
Ameritas Advisory Services
Nebraska
$3.69K +$3.69K +68 New
AWM
463
AllSquare Wealth Management
New York
$3.1K – – –
BWAM
464
Boyd Watterson Asset Management
Ohio
$3.1K – – –
FMTCOCP
465
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
DIP
466
DT Investment Partners
Pennsylvania
$2.54K – – –
BCMLT
467
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.49K – – –
WT
468
Whittier Trust
California
$2.38K – – –
GEA
469
Glen Eagle Advisors
New Jersey
$2.32K -$1.16K -21 -33%
GBT
470
Grove Bank & Trust
Florida
$2.32K +$2.32K +42 New
ECM
471
Estabrook Capital Management
New York
$2.21K – – –
MFT
472
Moisand Fitzgerald Tamayo
Florida
$2.16K – – –
AssetMark Inc
473
AssetMark Inc
California
$2.05K – – –
SIC
474
SJS Investment Consulting
Ohio
$2.05K +$166 +3 +9%
CIA
475
Cape Investment Advisory
Georgia
$2.05K +$2.05K +37 New
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19
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