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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
CS
26
Credit Suisse
Switzerland
$62.7M +$13M +254,131 +27%
Legal & General Group
27
Legal & General Group
United Kingdom
$61.1M +$613K +11,957 +1%
Charles Schwab
28
Charles Schwab
California
$58.6M +$782K +15,241 +1%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$58.1M +$50.6M +986,317 +918%
Deutsche Bank
30
Deutsche Bank
Germany
$54M +$7.42M +144,647 +17%
RS
31
Robeco Schweiz
Switzerland
$53.1M -$6.73M -131,217 -12%
Bank of America
32
Bank of America
North Carolina
$45.9M -$12.8M -250,496 -22%
AQR Capital Management
33
AQR Capital Management
Connecticut
$41.9M -$8.31M -162,130 -17%
Primecap Management
34
Primecap Management
California
$38.7M -$823K -16,040 -2%
Morgan Stanley
35
Morgan Stanley
New York
$38.2M +$13.9M +270,514 +60%
Swiss National Bank
36
Swiss National Bank
Switzerland
$33.3M -$928K -18,100 -3%
UBS AM
37
UBS AM
Illinois
$32.8M +$925K +18,045 +3%
CCMG
38
Clark Capital Management Group
Pennsylvania
$31.3M +$1.8M +35,141 +6%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$31.3M +$30.2M +588,941 New
Ameriprise
40
Ameriprise
Minnesota
$31.1M +$21.6M +420,579 +255%
JP Morgan Chase
41
JP Morgan Chase
New York
$30.3M +$8.23M +160,519 +39%
PPA
42
Parametric Portfolio Associates
Washington
$29.1M -$1.98M -38,626 -7%
First Trust Advisors
43
First Trust Advisors
Illinois
$28M +$3.84M +74,906 +17%
US Bancorp
44
US Bancorp
Minnesota
$25.6M -$11.8M -229,512 -32%
SI
45
Scout Investments
Missouri
$25.1M -$316K -6,170 -1%
UBS Group
46
UBS Group
Switzerland
$22.6M +$2.85M +55,527 +15%
N
47
Nuveen
North Carolina
$21.6M +$1.47M +28,630 +8%
Nomura Asset Management
48
Nomura Asset Management
Japan
$21.6M +$13.4M +260,644 +179%
RJA
49
Raymond James & Associates
Florida
$21.4M +$155K +3,021 +0.8%
Jennison Associates
50
Jennison Associates
New York
$21.3M -$1.47M -28,735 -7%