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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 %
MA
501
MCF Advisors
Kentucky
$774 – – –
CFFP
502
Center for Financial Planning
Michigan
$774 – – –
ECM
503
Everence Capital Management
Indiana
$670 – – –
CA
504
Clearstead Advisors
Ohio
$664 +$664 +12 New
NSIM
505
North Star Investment Management
Illinois
$663 – – –
AAP
506
Arax Advisory Partners
Colorado
$608 – – –
DWA
507
Delos Wealth Advisors
Texas
$498 – – –
RF
508
Robbins Farley
New Hampshire
$443 +$443 +8 New
FWM
509
Focused Wealth Management
New York
$396 – – –
BAAM
510
Baker Avenue Asset Management
California
$387 – – –
UFF
511
USA Financial Formulas
Michigan
$387 +$387 +7 New
TWD
512
True Wealth Design
Ohio
$332 – – –
KLWA
513
Kelly Lawrence W & Associates
California
$276 – – –
SWA
514
SOA Wealth Advisors
New York
$113 – – –
CT
515
Cambridge Trust
Massachusetts
$111 – – –
HCM
516
Hollencrest Capital Management
California
$111 – – –
TWP
517
TFO Wealth Partners
Ohio
$111 +$56 +1 +100%
AWM
518
Abound Wealth Management
Tennessee
$111 +$111 +2 New
CFGS
519
Concourse Financial Group Securities
Alabama
$110 -$3.03K -55 -96%
SWM
520
Sugarloaf Wealth Management
Georgia
$55 – – –
KFS
521
Kelly Financial Services
Massachusetts
$55 – – –
Voloridge Investment Management
522
Voloridge Investment Management
Florida
– -$19.9M -443,289 Closed
JGC
523
J. Goldman & Co
New York
– -$15.9M -353,210 Closed
TC
524
TwinBeech Capital
New York
– -$8.85M -196,689 Closed
RCMC
525
RK Capital Management (Colorado)
Colorado
– -$8.7M -193,500 Closed
19 20
21
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