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Pentair
PNR

Overview Fund Activity

579 hedge funds and large institutions have $9.52B invested in Pentair in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 199 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+30
Holders Change %
+5.46%
% of All Funds
9.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
67
Increased
194
Reduced
199
Closed
32
Calls
$17.4M
Puts
$18.1M
Net Calls
-$654K
Net Calls Change
-$51.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$116M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$195M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$30.2M
4
KBC Group
4
KBC Group
Belgium
$81.6M
5
Amundi
5
Amundi
France
$323M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$631M
2
RS
2
Robeco Schweiz
Switzerland
$117M
3
Parnassus Investments
3
Parnassus Investments
California
$85.5M
4
BlackRock
4
BlackRock
New York
$1.02B
5
Millennium Management
5
Millennium Management
New York
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
501
Hexagon Capital Partners
Arkansas
$8.48K – – –
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$8.48K – – –
AAG
503
Armstrong Advisory Group
Massachusetts
$7.84K – – –
FHA
504
First Horizon Advisors
Tennessee
$6.95K – – –
BBPWM
505
Blue Bell Private Wealth Management
Pennsylvania
$6.8K – – –
CT
506
Colonial Trust
South Carolina
$6.48K – – –
QL
507
Quarry LP
New York
$6.22K +$6.22K +96 New
ME
508
McIlrath & Eck
Washington
$5.96K – – –
HIA
509
Harbor Investment Advisory
Maryland
$5.89K – – –
OLVIG
510
Oliver Lagore Vanvalin Investment Group
Michigan
$5.5K +$5.5K +85 New
PWMG
511
Prestige Wealth Management Group
New Jersey
$5.15K – – –
ST
512
Smithfield Trust
Pennsylvania
$5K – – –
BTI
513
Blue Trust Inc
Georgia
$5K +$2.92K +45 +141%
EARNEST Partners
514
EARNEST Partners
Georgia
$4.99K – – –
LWA
515
Lowe Wealth Advisors
Maryland
$4.99K – – –
BIA
516
Bell Investment Advisors
California
$4.92K -$971 -15 -16%
BBHC
517
Brown Brothers Harriman & Co
New York
$4.79K – – –
VCM
518
Versant Capital Management
Arizona
$4.53K – – –
AGWCA
519
Annis Gardner Whiting Capital Advisors
Florida
$3.89K +$3.89K +60 New
AWM
520
AllSquare Wealth Management
New York
$3.63K – – –
BWAM
521
Boyd Watterson Asset Management
Ohio
$3.63K – – –
SWA
522
Sutton Wealth Advisors
Florida
$3.63K +$1.81K +28 +100%
WT
523
Whittier Trust
California
$3.43K +$647 +10 +23%
GI
524
Gradient Investments
Minnesota
$3.22K -$901 -14 -22%
GEA
525
Glen Eagle Advisors
New Jersey
$3.11K – – –
19 20
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