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552 hedge funds and large institutions have $9.92B invested in Pentair in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

7% more funds holding

Funds holding: 518552 (+34)

6% more capital invested

Capital invested by funds: $9.38B → $9.92B (+$543M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.64% less ownership

Funds ownership: 83.72%83.08% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

15% less call options, than puts

Call options by funds: $7.17M | Put options by funds: $8.47M

Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
9.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
83
Increased
170
Reduced
185
Closed
42
Calls
$7.17M
Puts
$8.47M
Net Calls
-$1.31M
Net Calls Change
-$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B +$79.4M +1,063,581 +6%
BlackRock
2
BlackRock
New York
$1.05B +$25.6M +342,596 +2%
State Street
3
State Street
Massachusetts
$667M -$13M -174,054 -2%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$659M -$37M -495,430 -5%
Invesco
5
Invesco
Georgia
$444M -$35M -468,960 -7%
Franklin Resources
6
Franklin Resources
California
$373M -$1.9M -25,468 -0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$366M +$8.72M +116,911 +2%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$301M +$309M +4,145,603 New
Nordea Investment Management
9
Nordea Investment Management
Sweden
$299M +$13M +173,791 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$219M +$7.84M +105,077 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$200M +$1.87M +25,066 +0.9%
ClearBridge Investments
12
ClearBridge Investments
New York
$183M -$3.96M -53,040 -2%
ProShare Advisors
13
ProShare Advisors
Maryland
$153M +$2.11M +28,213 +1%
Amundi
14
Amundi
France
$152M -$7.25M -97,229 -4%
Northern Trust
15
Northern Trust
Illinois
$138M +$10M +134,245 +8%
Norges Bank
16
Norges Bank
Norway
$131M -$1.55M -20,803 -1%
CS
17
Credit Suisse
Switzerland
$131M -$2.32M -31,031 -2%
Deutsche Bank
18
Deutsche Bank
Germany
$110M +$11.6M +155,237 +11%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$109M +$8.72M +116,875 +8%
Legal & General Group
20
Legal & General Group
United Kingdom
$91.8M +$1.09M +14,612 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$89.1M -$896K -12,010 -1%
Charles Schwab
22
Charles Schwab
California
$84.5M +$1.71M +22,958 +2%
Fidelity International
23
Fidelity International
Bermuda
$76.3M -$15.2M -203,063 -16%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$69.8M +$46.5M +622,569 +184%
UBS AM
25
UBS AM
Illinois
$66.2M +$642K +8,603 +1%