PNR icon

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 %
KFP
476
KB Financial Partners
New Jersey
$2K – – –
HGERS
477
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
DAC
478
Dividend Assets Capital
South Carolina
$2K – – –
FP
479
Financial Perspectives
Minnesota
$1.99K – – –
ZB
480
Zions Bancorporation
Utah
$1.93K – – –
CAC
481
Core Alternative Capital
Georgia
$1.93K +$1.93K +35 New
Commonwealth Equity Services
482
Commonwealth Equity Services
Massachusetts
$1.89K -$14 -257 -0.7%
DI
483
Disciplined Investments
Oklahoma
$1.88K +$111 +2 +6%
PP
484
PFS Partners
New Jersey
$1.87K – – –
GI
485
Gradient Investments
Minnesota
$1.74K – – –
TF
486
TimeScale Financial
Massachusetts
$1.67K – – –
CWC
487
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
SWA
488
Sutton Wealth Advisors
Florida
$1.55K – – –
MCM
489
MV Capital Management
Maryland
$1.33K +$111 +2 +9%
LWANC
490
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05K – – –
CA
491
Centerpoint Advisors
Massachusetts
$1K +$1K +13 New
TAM
492
Tucker Asset Management
Colorado
$995 – – –
TFM
493
TFC Financial Management
Massachusetts
$944 +$222 +4 +31%
TCA
494
Trifecta Capital Advisors
Illinois
$885 – – –
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
$884 – – –
EBA
496
Eagle Bay Advisors
New York
$884 – – –
CFO
497
CVA Family Office
Colorado
$884 +$276 +5 +45%
BWA
498
BDO Wealth Advisors
Florida
$830 – – –
AFG
499
Albion Financial Group
Utah
$830 – – –
PTC
500
Private Trust Company
Ohio
$774 -$4.59K -83 -86%
18 19
20
21 22