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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 %
LWANC
551
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23K – – –
TAM
552
Tucker Asset Management
Colorado
$1.17K – – –
ECM
553
Everence Capital Management
Indiana
$1.12K +$337 +5,210 +43%
HCM
554
Hollencrest Capital Management
California
$1.1K – – –
VAG
555
VisionPoint Advisory Group
Texas
$1.04K – – –
TCA
556
Trifecta Capital Advisors
Illinois
$1.04K – – –
BG
557
Bollard Group
Massachusetts
$1K – – –
CA
558
Centerpoint Advisors
Massachusetts
$1K – – –
SIA
559
SkyView Investment Advisors
New Jersey
$1K – – –
AFG
560
Albion Financial Group
Utah
$972 – – –
MA
561
MCF Advisors
Kentucky
$907 – – –
CFFP
562
Center for Financial Planning
Michigan
$907 – – –
TFM
563
TFC Financial Management
Massachusetts
$846 – – –
RCM
564
Raleigh Capital Management
North Carolina
$842 +$842 +13 New
NSIM
565
North Star Investment Management
Illinois
$777 – – –
AAP
566
Arax Advisory Partners
Colorado
$713 – – –
PTC
567
Private Trust Company
Ohio
$712 – – –
DWA
568
Delos Wealth Advisors
Texas
$633 – – –
FGA
569
Fortis Group Advisors
New Jersey
$583 +$583 +9 New
RF
570
Robbins Farley
New Hampshire
$518 +$518 +8 New
FWM
571
Focused Wealth Management
New York
$467 – – –
TWD
572
True Wealth Design
Ohio
$389 – – –
RG
573
Retirement Group
California
$324 – – –
KLWA
574
Kelly Lawrence W & Associates
California
$324 – – –
TWP
575
TFO Wealth Partners
Ohio
$258 +$129 +2 +100%
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23
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