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526 hedge funds and large institutions have $8.26B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $7.06M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

24% more capital invested

Capital invested by funds: $6.67B → $8.26B (+$1.59B)

4% more funds holding

Funds holding: 504526 (+22)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.73% less ownership

Funds ownership: 91.74%91.01% (-0.73%)

Holders
526
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
172
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Sasco Capital
Connecticut
$22.1M -$111K -2,090 -0.5%
ZIG
52
Zuckerman Investment Group
Illinois
$21.4M +$102K +1,922 +0.5%
DDPIC
53
Deroy & Devereaux Private Investment Counsel
Michigan
$20.6M +$19.8M +372,778 New
Aviva
54
Aviva
United Kingdom
$20.6M +$10.3M +194,821 +110%
SSA
55
Schonfeld Strategic Advisors
New York
$19.5M +$18.1M +340,028 +2,502%
AQR Capital Management
56
AQR Capital Management
Connecticut
$19.3M -$12.2M -230,324 -39%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$18.5M +$225K +4,233 +1%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$18.1M -$1.8M -33,976 -9%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$17.7M -$2.72M -51,227 -14%
Fisher Asset Management
60
Fisher Asset Management
Washington
$16.7M +$3.71M +69,888 +30%
Federated Hermes
61
Federated Hermes
Pennsylvania
$16.7M -$9.61M -180,847 -38%
UBS Group
62
UBS Group
Switzerland
$16M -$13.8M -260,750 -47%
Goldman Sachs
63
Goldman Sachs
New York
$15.5M -$9.58M -180,384 -39%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$15.5M -$136K -2,564 -0.9%
EAM
65
Eventide Asset Management
Massachusetts
$15M -$4.19M -78,895 -23%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$14.9M -$1.4M -26,322 -9%
BC
67
Brookfield Corp
Ontario, Canada
$14.1M -$5.08M -95,647 -27%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$14.1M -$292K -5,506 -2%
Wells Fargo
69
Wells Fargo
California
$14.1M +$745K +14,019 +6%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$13.8M +$10M +188,483 +263%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$13.6M +$9.67M +182,060 +285%
Ameriprise
72
Ameriprise
Minnesota
$13.5M +$826K +15,546 +7%
PP
73
Prospector Partners
Connecticut
$13.1M +$2.7M +50,745 +27%
AllianceBernstein
74
AllianceBernstein
Tennessee
$13M -$353K -6,655 -3%
TAM
75
Thematics Asset Management
France
$13M +$2.81M +53,000 +29%