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508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$916M +$829K +16,164 +0.1%
BlackRock
2
BlackRock
New York
$711M +$16.7M +325,170 +2%
State Street
3
State Street
Massachusetts
$494M -$46.2M -901,531 -9%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$489M +$42.6M +830,840 +10%
Invesco
5
Invesco
Georgia
$342M +$16.1M +313,040 +5%
KBC Group
6
KBC Group
Belgium
$331M -$11.6M -225,276 -17%
Franklin Resources
7
Franklin Resources
California
$283M +$599K +11,674 +0.2%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$235M +$11.1M +216,999 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$232M +$164M +3,196,798 +273%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$177M +$39M +761,328 +30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$152M +$5.16M +100,679 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$144M -$570K -11,118 -0.4%
ClearBridge Investments
13
ClearBridge Investments
New York
$143M -$6.44M -125,662 -4%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$141M +$28.5M +556,527 +27%
AAMU
15
Amundi Asset Management US
Massachusetts
$108M -$9.8M -191,173 -9%
ProShare Advisors
16
ProShare Advisors
Maryland
$106M -$12.1M -234,988 -10%
Wells Fargo
17
Wells Fargo
California
$100M -$16.2M -316,309 -14%
Norges Bank
18
Norges Bank
Norway
$99.2M +$4.18M +81,605 +5%
Northern Trust
19
Northern Trust
Illinois
$95.5M -$5.11M -99,552 -5%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$71.4M -$13.2M -257,967 -16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$67.5M -$1.13M -22,023 -2%
Fidelity International
22
Fidelity International
Bermuda
$65.2M +$3.6M +70,129 +6%
Victory Capital Management
23
Victory Capital Management
Texas
$64.7M +$11.2M +219,330 +22%
Prudential Financial
24
Prudential Financial
New Jersey
$64.5M +$16.1M +313,309 +35%
MWNA
25
Marshall Wace North America
New York
$62.8M -$27.5M -535,277 -31%