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599 hedge funds and large institutions have $10.7B invested in Pentair in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 200 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 48

14% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 175

9% more funds holding

Funds holding: 552599 (+47)

8% more capital invested

Capital invested by funds: $9.92B → $10.7B (+$795M)

6% more ownership

Funds ownership: 83.08%89.08% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $14.4M

Holders
599
Holders Change
+47
Holders Change %
+8.51%
% of All Funds
9.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
200
Reduced
175
Closed
48
Calls
$13.7M
Puts
$14.4M
Net Calls
-$710K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.37B +$9.8M +132,962 +0.7%
BlackRock
2
BlackRock
New York
$1.1B +$37.9M +513,750 +4%
Parnassus Investments
3
Parnassus Investments
California
$779M +$786M +10,670,734 New
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$735M +$71.6M +971,852 +11%
State Street
5
State Street
Massachusetts
$645M -$26M -352,555 -4%
Invesco
6
Invesco
Georgia
$428M -$18.5M -250,440 -4%
Franklin Resources
7
Franklin Resources
California
$368M -$7.83M -106,301 -2%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$319M +$16.8M +227,929 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$247M -$123M -1,668,971 -33%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$224M +$3.59M +48,765 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$198M -$3.87M -52,505 -2%
ClearBridge Investments
12
ClearBridge Investments
New York
$180M -$4.86M -65,993 -3%
Amundi
13
Amundi
France
$157M +$9.77M +132,550 +6%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$153M +$44.4M +602,162 +40%
ProShare Advisors
15
ProShare Advisors
Maryland
$145M -$8.41M -114,123 -5%
Northern Trust
16
Northern Trust
Illinois
$141M +$2.18M +29,560 +2%
RS
17
Robeco Schweiz
Switzerland
$138M +$49.8M +675,785 +56%
Norges Bank
18
Norges Bank
Norway
$118M -$14.8M -200,997 -11%
Deutsche Bank
19
Deutsche Bank
Germany
$115M +$4.42M +60,038 +4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$96.6M +$26.7M +362,500 +38%
Legal & General Group
21
Legal & General Group
United Kingdom
$92.5M +$227K +3,075 +0.2%
CS
22
Credit Suisse
Switzerland
$90.5M -$41.6M -565,012 -31%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$88.9M -$707K -9,592 -0.8%
Charles Schwab
24
Charles Schwab
California
$86.7M +$1.75M +23,743 +2%
Fidelity International
25
Fidelity International
Bermuda
$78.6M +$1.85M +25,101 +2%