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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B +$92.7K +1,611 +0%
BlackRock
2
BlackRock
New York
$1.06B +$25.7M +446,327 +3%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$705M -$105M -1,823,181 -14%
State Street
4
State Street
Massachusetts
$617M -$69.6M -1,209,517 -11%
Amundi
5
Amundi
France
$307M -$4.79M -83,192 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$277M -$2.57M -44,711 -1%
Invesco
7
Invesco
Georgia
$268M +$9.47M +164,488 +4%
Millennium Management
8
Millennium Management
New York
$246M -$7.34M -127,538 -3%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$239M -$6.17M -107,240 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$232M +$4.27M +74,247 +2%
ProShare Advisors
11
ProShare Advisors
Maryland
$209M -$11.1M -192,812 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$186M +$3.86M +67,012 +2%
RS
13
Robeco Schweiz
Switzerland
$170M -$12.8M -221,845 -8%
GCM
14
Gates Capital Management
New York
$146M -$17.2M -299,226 -12%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$145M -$20.4M -354,550 -14%
Parnassus Investments
16
Parnassus Investments
California
$128M +$33.9M +589,491 +42%
CCMG
17
Clark Capital Management Group
Pennsylvania
$115M +$23.2M +403,135 +29%
Northern Trust
18
Northern Trust
Illinois
$105M -$7.84M -136,243 -8%
Morgan Stanley
19
Morgan Stanley
New York
$105M -$1.17M -20,397 -1%
Allianz Asset Management
20
Allianz Asset Management
Germany
$88.8M +$24.7M +429,588 +45%
Charles Schwab
21
Charles Schwab
California
$86.9M -$409K -7,113 -0.5%
UBS AM
22
UBS AM
Illinois
$85.3M
Legal & General Group
23
Legal & General Group
United Kingdom
$83.6M +$13.9M +240,889 +23%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$74.6M -$1.63M -28,256 -2%
Deutsche Bank
25
Deutsche Bank
Germany
$73.7M -$2.31M -40,062 -3%