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491 hedge funds and large institutions have $6.12B invested in Pentair in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.93M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 153

4.92% more ownership

Funds ownership: 86.74%91.66% (+4.9%)

4% less funds holding

Funds holding: 511491 (-20)

7% less capital invested

Capital invested by funds: $6.56B → $6.12B (-$431M)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
491
Holders Change
-20
Holders Change %
-3.91%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
194
Reduced
153
Closed
63
Calls
$17.8M
Puts
$9.93M
Net Calls
+$7.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$782M +$8.66M +186,726 +1%
BlackRock
2
BlackRock
New York
$608M -$11M -236,268 -2%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$561M +$69.2M +1,492,905 +12%
State Street
4
State Street
Massachusetts
$431M +$20.5M +443,034 +4%
Invesco
5
Invesco
Georgia
$218M -$23.2M -499,820 -9%
Amundi
6
Amundi
France
$210M +$86.5M +1,865,700 +59%
Franklin Resources
7
Franklin Resources
California
$192M -$5.53M -119,226 -2%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$161M +$1.85M +39,801 +1%
ProShare Advisors
9
ProShare Advisors
Maryland
$138M +$9.95M +214,415 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$137M +$854K +18,416 +0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$135M +$2.88M +62,161 +2%
RS
12
Robeco Schweiz
Switzerland
$120M +$236K +5,078 +0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$110M -$169K -3,641 -0.1%
Parnassus Investments
14
Parnassus Investments
California
$93.3M +$10.9M +235,454 +11%
Morgan Stanley
15
Morgan Stanley
New York
$71.9M +$9.75M +210,166 +13%
Northern Trust
16
Northern Trust
Illinois
$70.5M -$4.3M -92,696 -5%
GCM
17
Gates Capital Management
New York
$68M +$1.86M +40,000 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$54.5M +$283K +6,104 +0.5%
Fidelity International
19
Fidelity International
Bermuda
$53.8M +$7.19M +154,976 +13%
Legal & General Group
20
Legal & General Group
United Kingdom
$52.8M -$611K -13,183 -1%
Charles Schwab
21
Charles Schwab
California
$52.3M +$1.73M +37,281 +3%
UBS AM
22
UBS AM
Illinois
$52M +$11.8M +254,995 +25%
First Trust Advisors
23
First Trust Advisors
Illinois
$49.8M +$7.25M +156,309 +15%
AQR Capital Management
24
AQR Capital Management
Connecticut
$47.2M +$933K +20,121 +2%
Renaissance Technologies
25
Renaissance Technologies
New York
$45.2M +$3.35M +72,300 +7%