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498 hedge funds and large institutions have $10.5B invested in Pentair in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 178 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $12.4M

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

1% more funds holding

Funds holding: 492498 (+6)

1% more capital invested

Capital invested by funds: $10.4B → $10.5B (+$122M)

0.71% less ownership

Funds ownership: 128.02%127.32% (-0.71%)

10% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
12.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
49
Increased
161
Reduced
178
Closed
37
Calls
$28.7M
Puts
$12.4M
Net Calls
+$16.4M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$2.1M +48,829 +0.2%
TFM
2
Trian Fund Management
New York
$1.03B
BlackRock
3
BlackRock
New York
$869M +$40.4M +941,387 +5%
State Street
4
State Street
Massachusetts
$665M -$41.1M -957,661 -6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$531M -$205M -4,776,210 -29%
Parnassus Investments
6
Parnassus Investments
California
$472M -$149M -3,461,417 -25%
Franklin Resources
7
Franklin Resources
California
$466M -$6.38M -148,450 -1%
ClearBridge Investments
8
ClearBridge Investments
New York
$418M -$1.92M -44,647 -0.5%
Invesco
9
Invesco
Georgia
$260M +$6.84M +159,235 +3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$215M +$17.3M +401,883 +9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$207M -$40.7M -948,082 -17%
MPI
12
Mairs & Power Inc
Minnesota
$181M -$432K -10,058 -0.3%
Wells Fargo
13
Wells Fargo
California
$164M +$706K +16,431 +0.5%
SSM
14
Sound Shore Management
Connecticut
$154M -$2.52M -58,564 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$147M +$2.88M +67,007 +2%
Norges Bank
16
Norges Bank
Norway
$134M +$33.2M +773,029 +36%
Northern Trust
17
Northern Trust
Illinois
$130M +$5.17M +120,308 +4%
GCM
18
Glenview Capital Management
New York
$120M +$113M +2,637,268 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$116M +$2.56M +59,684 +2%
UBS AM
20
UBS AM
Illinois
$106M +$6.2M +144,223 +7%
Primecap Management
21
Primecap Management
California
$100M
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$99.4M +$8.62M +200,625 +10%
TG
23
TCW Group
California
$96.3M +$1.38M +32,102 +2%
Bank of America
24
Bank of America
North Carolina
$88.7M +$18.9M +439,401 +29%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$75.7M -$1.1M -25,520 -2%