PNR icon

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 %
ECM
501
Estabrook Capital Management
New York
$2.58K – – –
Optiver Holding
502
Optiver Holding
Netherlands
$2.58K +$2.58K +40 New
MFT
503
Moisand Fitzgerald Tamayo
Florida
$2.52K – – –
SIC
504
SJS Investment Consulting
Ohio
$2.46K +$65 +1 +3%
AssetMark Inc
505
AssetMark Inc
California
$2.39K – – –
FP
506
Financial Perspectives
Minnesota
$2.33K – – –
ZB
507
Zions Bancorporation
Utah
$2.26K – – –
DI
508
Disciplined Investments
Oklahoma
$2.26K +$65 +1 +3%
PP
509
PFS Partners
New Jersey
$2.19K – – –
BTI
510
Blue Trust Inc
Georgia
$2K -$5.75K -92 -74%
TF
511
TimeScale Financial
Massachusetts
$1.96K – – –
SWA
512
Sutton Wealth Advisors
Florida
$1.81K – – –
CWC
513
Carolinas Wealth Consulting
North Carolina
$1.81K – – –
TIM
514
Tortoise Investment Management
New York
$1.62K +$1.62K +25 New
MCM
515
MV Capital Management
Maryland
$1.55K – – –
CFS
516
CGC Financial Services
Oregon
$1.49K +$1.49K +23 New
IBOK
517
Independence Bank of Kentucky
Kentucky
$1.29K +$1.29K +20 New
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23K – – –
TAM
519
Tucker Asset Management
Colorado
$1.16K – – –
HCM
520
Hollencrest Capital Management
California
$1.1K +$969 +15 +750%
CFO
521
CVA Family Office
Colorado
$1.03K – – –
TCA
522
Trifecta Capital Advisors
Illinois
$1.03K – – –
VAG
523
VisionPoint Advisory Group
Texas
$1.03K +$1.03K +16 New
VNA
524
Valley National Advisers
Pennsylvania
$1K – – –
CA
525
Centerpoint Advisors
Massachusetts
$1K – – –
19 20
21
22 23