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496 hedge funds and large institutions have $5.51B invested in Pentair in 2018 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 173 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.91% less ownership

Funds ownership: 86.21%85.3% (-0.91%)

4% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 80

2% less funds holding

Funds holding: 504496 (-8)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 173

16% less capital invested

Capital invested by funds: $6.55B → $5.51B (-$1.04B)

61% less call options, than puts

Call options by funds: $4.66M | Put options by funds: $12M

Holders
496
Holders Change
-8
Holders Change %
-1.59%
% of All Funds
11.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
77
Increased
149
Reduced
173
Closed
80
Calls
$4.66M
Puts
$12M
Net Calls
-$7.36M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$710M +$85.5M +2,115,882 +13%
BlackRock
2
BlackRock
New York
$496M +$9.68M +239,511 +2%
State Street
3
State Street
Massachusetts
$377M +$20.4M +505,643 +5%
TFM
4
Trian Fund Management
New York
$324M -$140M -3,455,865 -29%
Parnassus Investments
5
Parnassus Investments
California
$298M -$3.24M -80,103 -1%
Franklin Resources
6
Franklin Resources
California
$228M -$5.24M -129,562 -2%
Invesco
7
Invesco
Georgia
$212M +$4.58M +113,254 +2%
ClearBridge Investments
8
ClearBridge Investments
New York
$157M +$2.28M +56,292 +1%
Impax Asset Management Group
9
Impax Asset Management Group
United Kingdom
$128M +$58.2M +1,438,974 +74%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$109M -$84.7M -2,096,588 -42%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$99.6M +$3.01M +74,511 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$95.2M +$1.35M +33,519 +1%
MPI
13
Mairs & Power Inc
Minnesota
$74.4M -$2.23M -55,070 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$74.2M +$7.6M +187,946 +11%
ProShare Advisors
15
ProShare Advisors
Maryland
$72.3M +$10.6M +261,523 +16%
Northern Trust
16
Northern Trust
Illinois
$72.1M -$1.32M -32,745 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$68.9M -$1.6M -39,618 -2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$68.2M +$2.22M +54,823 +3%
Norges Bank
19
Norges Bank
Norway
$66.3M -$14.5M -359,606 -17%
UBS AM
20
UBS AM
Illinois
$62.6M -$4.18M -103,374 -6%
Primecap Management
21
Primecap Management
California
$55.4M -$34.4K -850 -0.1%
Morgan Stanley
22
Morgan Stanley
New York
$54.5M +$17.9M +442,895 +44%
PAM
23
Panagora Asset Management
Massachusetts
$53.7M -$4.37M -108,088 -7%
Wells Fargo
24
Wells Fargo
California
$49.7M -$94.3M -2,332,065 -64%
Citadel Advisors
25
Citadel Advisors
Florida
$46.3M +$49.6M +1,226,698 New