PNR icon

Pentair
PNR

Overview Fund Activity

607 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$543M
2
KCM
2
Kodai Capital Management
Illinois
$173M
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$351M
4
BlackRock
4
BlackRock
New York
$1.21B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$55.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$121M
2
GCM
2
Gates Capital Management
New York
$112M
3
Fidelity International
3
Fidelity International
Bermuda
$30.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$16.2M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B 19,916,751 +34,683 +0.2%
BlackRock
2
BlackRock
New York
$1.21B 16,648,726 +851,145 +5%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$718M 9,897,479 +131,745 +1%
State Street
4
State Street
Massachusetts
$669M 9,196,811 -205,143 -2%
Morgan Stanley
5
Morgan Stanley
New York
$543M 7,461,506 +5,721,820 +329%
Amundi
6
Amundi
France
$363M 5,152,960 +29,318 +0.6%
Pictet Asset Management
7
Pictet Asset Management
Switzerland
$351M 4,832,111 +1,031,290 +27%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$326M 4,477,590 +250,155 +6%
Invesco
9
Invesco
Georgia
$313M 4,304,365 +463,497 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$273M 3,759,966 +84,910 +2%
Millennium Management
11
Millennium Management
New York
$220M 3,026,215 -212,847 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$211M 2,896,777 -53,820 -2%
ProShare Advisors
13
ProShare Advisors
Maryland
$195M 2,683,465 -67,138 -2%
KCM
14
Kodai Capital Management
Illinois
$173M 2,383,160 +2,383,160 New
UBS AM
15
UBS AM
Illinois
$153M 2,106,979 +379,396 +22%
Select Equity Group
16
Select Equity Group
New York
$138M 1,894,076 +106,360 +6%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$121M 1,657,550 -1,350,204 -45%
Northern Trust
18
Northern Trust
Illinois
$119M 1,642,377 -82,013 -5%
GCM
19
Gates Capital Management
New York
$112M 1,541,553 -470,324 -23%
CCMG
20
Clark Capital Management Group
Pennsylvania
$109M 1,505,074 -409,456 -21%
Allianz Asset Management
21
Allianz Asset Management
Germany
$109M 1,499,016 -63,596 -4%
RS
22
Robeco Schweiz
Switzerland
$103M 1,413,598 -391,530 -22%
Charles Schwab
23
Charles Schwab
California
$100M 1,377,786 +16,875 +1%
Parnassus Investments
24
Parnassus Investments
California
$96M 1,320,981 – –
Legal & General Group
25
Legal & General Group
United Kingdom
$94M 1,292,690 +52,618 +4%
1
2 3 4 5