607 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
526
Harbor Investment Advisory
Maryland
$6.62K
AGWCA
527
Annis Gardner Whiting Capital Advisors
Florida
$6.54K +$2.18K +30 +50%
S
528
Sachetta
Massachusetts
$6.25K +$6.25K +86 New
BBHC
529
Brown Brothers Harriman & Co
New York
$6.04K +$654 +9 +12%
ST
530
Smithfield Trust
Pennsylvania
$6K
WTG
531
West Tower Group
Virginia
$5.82K +$5.82K +80 New
PWMG
532
Prestige Wealth Management Group
New Jersey
$5.78K
VCM
533
Versant Capital Management
Arizona
$5.74K +$654 +9 +13%
IUHSA
534
Itau Unibanco Holding S.A.
Brazil
$5.6K -$6.54K -90 -54%
LWA
535
Lowe Wealth Advisors
Maryland
$5.6K
BGAI
536
Bruce G. Allen Investments
Colorado
$5.31K +$5.31K +73 New
FWM
537
FSA Wealth Management
Massachusetts
$5K +$5K +67 New
FFA
538
Frazier Financial Advisors
Ohio
$4.65K +$4.65K +64 New
PWMG
539
Private Wealth Management Group
New Jersey
$4.65K +$4.65K +64 New
RIL
540
Rothschild Investment LLC
Illinois
$4.65K +$4.65K +64 New
AWM
541
AllSquare Wealth Management
New York
$4.07K
BWAM
542
Boyd Watterson Asset Management
Ohio
$4.07K
DAC
543
Dividend Assets Capital
South Carolina
$4K
OLVIG
544
Oliver Lagore Vanvalin Investment Group
Michigan
$3.71K -$2.47K -34 -40%
GI
545
Gradient Investments
Minnesota
$3.61K
DIP
546
DT Investment Partners
Pennsylvania
$3.21K
WT
547
Whittier Trust
California
$3.05K -$799 -11 -21%
FMTCOCP
548
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K -$205 -3 -6%
HGERS
549
Householder Group Estate & Retirement Specialist
Arizona
$3K
BCMLT
550
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K