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477 hedge funds and large institutions have $11.7B invested in Pentair in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.39B)

6% more funds holding

Funds holding: 448477 (+29)

2.02% more ownership

Funds ownership: 121.78%123.79% (+2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

25% less call options, than puts

Call options by funds: $7.93M | Put options by funds: $10.5M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
477
Holders Change
+29
Holders Change %
+6.47%
% of All Funds
12.72%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
80
Increased
151
Reduced
180
Closed
46
Calls
$7.93M
Puts
$10.5M
Net Calls
-$2.59M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.39B +$1.36M +31,093 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B +$7.21M +164,344 +0.7%
State Street
3
State Street
Massachusetts
$696M +$40.2M +916,667 +6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$614M +$399M +9,096,210 +195%
Franklin Resources
5
Franklin Resources
California
$603M +$2.33M +53,069 +0.4%
GCM
6
Glenview Capital Management
New York
$468M
Parnassus Investments
7
Parnassus Investments
California
$457M +$81.2M +1,850,068 +22%
Invesco
8
Invesco
Georgia
$355M +$10.3M +234,601 +3%
BIT
9
BlackRock Institutional Trust
California
$328M -$12.4M -281,654 -4%
WRF
10
Waddell & Reed Financial
Kansas
$287M -$105M -2,382,345 -27%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$286M -$25.8M -586,609 -8%
ClearBridge Investments
12
ClearBridge Investments
New York
$238M +$6.41M +145,907 +3%
Norges Bank
13
Norges Bank
Norway
$208M -$19.5M -443,697 -9%
MPI
14
Mairs & Power Inc
Minnesota
$176M +$641K +14,600 +0.4%
BFA
15
BlackRock Fund Advisors
California
$175M +$1.67M +37,944 +1%
Northern Trust
16
Northern Trust
Illinois
$162M +$3.68M +83,795 +2%
TIM
17
Thornburg Investment Management
New Mexico
$147M +$65K +1,480 +0%
VM
18
Valinor Management
New York
$146M +$15.5M +353,191 +12%
Primecap Management
19
Primecap Management
California
$139M +$7.45M +169,597 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$136M -$2.06M -46,849 -2%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$124M -$79.5M -1,809,918 -39%
BG
22
BlackRock Group
United Kingdom
$119M +$3.8M +86,528 +3%
Wells Fargo
23
Wells Fargo
California
$116M +$36M +820,235 +46%
TG
24
TCW Group
California
$106M +$11.2M +254,536 +12%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$98M +$2.99M +68,045 +3%