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508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
526
Weaver Consulting Group
California
-$17K -374 Closed
TI
527
Truehand Inc
New Hampshire
-$16K -349 Closed
AWA
528
Artemis Wealth Advisors
New York
-$14K -306 Closed
FHA
529
Flagship Harbor Advisors
Massachusetts
-$13K -298 Closed
CHA
530
Carmichael Hill & Associates
Maryland
-$11K -235 Closed
PFS
531
Prospera Financial Services
Texas
-$4K -97 Closed
NNP
532
Nachman Norwood & Parrott
South Carolina
-$4K -95 Closed
1IA
533
1834 Investment Advisors
Wisconsin
-$3K -59 Closed
JWA
534
JFS Wealth Advisors
Pennsylvania
-$3K -55 Closed
AA
535
Advisory Alpha
Michigan
-$2K -34 Closed
VFA
536
Valeo Financial Advisors
Indiana
-$1.54K -30 -88%
AWM
537
Adams Wealth Management
Utah
-$1K -16 Closed
CSPIA
538
Cary Street Partners Investment Advisory
Virginia
-$1K -16 Closed
CT
539
Caldwell Trust
Florida
-$687 -15 Closed
SSC
540
Syverson Strege & Co
Iowa
+$51 +1 New
CWM
541
Curi Wealth Management
North Carolina
+$154 +3 New
FPS
542
Fieldpoint Private Securities
Connecticut
+$256 +5 New
LS
543
Leelyn Smith
Illinois
+$308 +6 New
LF
544
Lee Financial
Texas
+$359 +7 New
SQA
545
Simon Quick Advisors
New Jersey
+$410 +8 New