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477 hedge funds and large institutions have $11.7B invested in Pentair in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.39B)

6% more funds holding

Funds holding: 448477 (+29)

2.02% more ownership

Funds ownership: 121.78%123.79% (+2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

25% less call options, than puts

Call options by funds: $7.93M | Put options by funds: $10.5M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
477
Holders Change
+29
Holders Change %
+6.47%
% of All Funds
12.72%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
80
Increased
151
Reduced
180
Closed
46
Calls
$7.93M
Puts
$10.5M
Net Calls
-$2.59M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$95.2M +$917K +20,895 +1%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$84.5M +$25M +569,584 +43%
JP Morgan Chase
28
JP Morgan Chase
New York
$82.7M +$4.14M +94,369 +5%
IC
29
Institutional Capital
Illinois
$80.1M +$78.9M +1,796,200 New
GAM
30
Gotham Asset Management
New York
$77.4M +$31.2M +709,899 +69%
IAMU
31
Impax Asset Management (UK)
United Kingdom
$73.3M +$12.1M +276,156 +20%
KI
32
Kalmar Investments
Delaware
$72.5M -$35.6K -811 -0%
RFS
33
Rockefeller Financial Services
New York
$70.8M +$69.2M +1,575,828 +13,434%
US Bancorp
34
US Bancorp
Minnesota
$68.1M +$38.5K +877 +0.1%
SAM
35
Southernsun Asset Management
Tennessee
$64.3M -$8.95M -203,952 -12%
Deutsche Bank
36
Deutsche Bank
Germany
$55.2M +$6.51M +148,331 +14%
GC
37
Guggenheim Capital
Illinois
$52.2M +$5.34M +121,591 +12%
BlackRock
38
BlackRock
New York
$50M -$5.53M -125,951 -10%
UBS AM
39
UBS AM
Illinois
$49.2M +$1.06M +24,045 +2%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$48.7M +$15.7M +358,283 +49%
AAM
41
Aberdeen Asset Management
United Kingdom
$44.2M -$6.56M -149,468 -13%
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$43.2M +$42.5M +967,850 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$43M -$740K -16,850 -2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$41.1M -$2.54M -57,774 -6%
CS
45
Credit Suisse
Switzerland
$41.1M -$5.19M -118,253 -11%
BTS
46
BB&T Securities
Virginia
$40.1M +$418K +9,523 +12%
O
47
OppenheimerFunds
New York
$38.9M +$15.6M +354,486 +68%
OTPPB
48
Ontario Teachers' Pension Plan Board
Ontario, Canada
$38.1M -$10M -227,988 -21%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$37.9M +$6.33M +144,150 +20%
State of New Jersey Common Pension Fund D
50
State of New Jersey Common Pension Fund D
New Jersey
$37.2M +$3.92M +89,340 +12%