PNR icon

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 %
Bessemer Group
451
Bessemer Group
New Jersey
$69K -$3.36K -52 -5%
FMB
452
Field & Main Bank
Kentucky
$68.3K +$68.3K +1,055 New
IRC
453
Investors Research Corp
Georgia
$64.8K – – –
JWM
454
Janiczek Wealth Management
Colorado
$64.8K +$64.8K +1,000 New
SIM
455
Sentry Investment Management
Wisconsin
$62K -$6.66K -102 -10%
PCM
456
Penserra Capital Management
California
$59K -$9.44K -146 -14%
HPC
457
HM Payson & Co
Maine
$49.2K +$32.4K +500 +192%
NS
458
NBC Securities
Alabama
$46K +$46K +722 New
EWA
459
EverSource Wealth Advisors
Alabama
$45.5K +$17.6K +271 +63%
C
460
Covestor
United Kingdom
$42K -$22.5K -350 -35%
RA
461
Rational Advisors
New York
$41K +$41K +633 New
CTC
462
Central Trust Company
Missouri
$40.8K – – –
AF
463
Advisornet Financial
Minnesota
$39.6K +$906 +14 +2%
GWMIA
464
Global Wealth Management Investment Advisory
Florida
$38.9K – – –
CFD
465
Creative Financial Designs
Indiana
$34.8K +$4.53K +70 +15%
OA
466
Operose Advisors
Wisconsin
$33.7K +$33.7K +520 New
SCA
467
Stonebridge Capital Advisors
Minnesota
$30.6K +$4.73K +73 +18%
BWM
468
Baystate Wealth Management
Massachusetts
$30.4K +$30.4K +469 New
KFI
469
Key Financial Inc
Pennsylvania
$30K – – –
IA
470
IFP Advisors
Florida
$26.5K +$13.1K +202 +98%
WT
471
Washington Trust
Rhode Island
$26.4K – – –
AssetMark Inc
472
AssetMark Inc
California
$24.8K +$22.4K +346 +935%
TPCW
473
TD Private Client Wealth
New York
$24K -$259 -4 -1%
AFS
474
Annapolis Financial Services
Maryland
$22.7K +$22.7K +350 New
AF
475
Allworth Financial
California
$21.8K +$1.75K +27 +9%
17 18
19
20 21