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526 hedge funds and large institutions have $8.26B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $7.06M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

24% more capital invested

Capital invested by funds: $6.67B → $8.26B (+$1.59B)

4% more funds holding

Funds holding: 504526 (+22)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.73% less ownership

Funds ownership: 91.74%91.01% (-0.73%)

Holders
526
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
172
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$6.48M +122,043 +0.6%
BlackRock
2
BlackRock
New York
$884M +$81.1M +1,526,893 +11%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$704M -$75.7M -1,424,454 -10%
State Street
4
State Street
Massachusetts
$595M -$37.8M -712,244 -6%
Amundi
5
Amundi
France
$260M -$28.1M -528,360 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$240M +$54.8M +1,031,307 +31%
Invesco
7
Invesco
Georgia
$220M -$41.3M -778,513 -16%
Millennium Management
8
Millennium Management
New York
$218M +$92M +1,731,839 +78%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$211M -$6.21M -116,986 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$194M +$4.45M +83,740 +2%
ProShare Advisors
11
ProShare Advisors
Maryland
$189M -$32.3M -608,584 -15%
RS
12
Robeco Schweiz
Switzerland
$158M -$4.13M -77,784 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$155M +$3.13M +58,842 +2%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$144M +$110M +2,065,697 +382%
GCM
15
Gates Capital Management
New York
$142M +$12.4M +232,949 +10%
Northern Trust
16
Northern Trust
Illinois
$97.4M +$987K +18,577 +1%
Morgan Stanley
17
Morgan Stanley
New York
$90.8M -$6.77M -127,548 -7%
UBS AM
18
UBS AM
Illinois
$85.3M +$3.79M +71,316 +5%
Parnassus Investments
19
Parnassus Investments
California
$76.7M -$48.3M -908,464 -40%
CCMG
20
Clark Capital Management Group
Pennsylvania
$75.9M +$47.7M +897,265 +188%
Charles Schwab
21
Charles Schwab
California
$74.7M +$425K +8,010 +0.6%
Fidelity International
22
Fidelity International
Bermuda
$72M -$942K -17,727 -1%
WP
23
Woodline Partners
California
$71.8M +$36M +678,196 +109%
Citadel Advisors
24
Citadel Advisors
Florida
$70.2M +$18.7M +351,541 +38%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$65.4M -$734K -13,820 -1%