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Pentair
PNR

Overview Fund Activity

549 hedge funds and large institutions have $9.48B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+25
Holders Change %
+4.77%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
68
Increased
178
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$128M
2
BlackRock
BlackRock
New York
$1.06B
3
Allianz Asset Management
Allianz Asset Management
Germany
$88.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
$115M
5
SSA
Schonfeld Strategic Advisors
New York
$48.4M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$705M
2
State Street
State Street
Massachusetts
$617M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$6.46M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
476
Colonial Trust
South Carolina
$6.46K +$6.46K +100 New
Loomis, Sayles & Company
477
Loomis, Sayles & Company
Massachusetts
$6K -$14.4K -218 -71%
ME
478
McIlrath & Eck
Washington
$5.94K – – –
BIA
479
Bell Investment Advisors
California
$5.88K -$2.33K -36 -28%
HIA
480
Harbor Investment Advisory
Maryland
$5.88K – – –
PWMG
481
Prestige Wealth Management Group
New Jersey
$5.14K – – –
ST
482
Smithfield Trust
Pennsylvania
$5K – – –
LWA
483
Lowe Wealth Advisors
Maryland
$4.97K – – –
EARNEST Partners
484
EARNEST Partners
Georgia
$4.97K – – –
BBHC
485
Brown Brothers Harriman & Co
New York
$4.78K -$581 -9 -11%
VCM
486
Versant Capital Management
Arizona
$4.52K – – –
GI
487
Gradient Investments
Minnesota
$4.11K +$2.12K +33 +106%
BWAM
488
Boyd Watterson Asset Management
Ohio
$3.62K – – –
CIA
489
Cape Investment Advisory
Georgia
$3.36K +$969 +15 +41%
FCAG
490
First Capital Advisors Group
New Jersey
$3.36K +$3.36K +52 New
WTG
491
West Tower Group
Virginia
$3.23K +$3.23K +50 New
AWM
492
AllSquare Wealth Management
New York
$3.2K – – –
HF
493
Halpern Financial
Virginia
$3.17K +$3.17K +49 New
GEA
494
Glen Eagle Advisors
New Jersey
$3.1K +$388 +6 +14%
DIP
495
DT Investment Partners
Pennsylvania
$3.08K – – –
DAC
496
Dividend Assets Capital
South Carolina
$3K – – –
FMTCOCP
497
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
KFP
498
KB Financial Partners
New Jersey
$3K – – –
BCMLT
499
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K – – –
WT
500
Whittier Trust
California
$2.78K – – –
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