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Pool Corp
POOL

Overview Fund Activity

711 hedge funds and large institutions have $14.1B invested in Pool Corp in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 233 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-25
Holders Change %
-3.4%
% of All Funds
10.28%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
233
Reduced
295
Closed
94
Calls
$32.5M
Puts
$49.7M
Net Calls
-$17.2M
Net Calls Change
+$30.7M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$152M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$87.8M
3
American Century Companies
American Century Companies
Missouri
+$60.8M
4
BlackRock
BlackRock
New York
+$54M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.6M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$169M
2
Select Equity Group
Select Equity Group
New York
-$112M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$106M
4
Bessemer Group
Bessemer Group
New Jersey
-$57M
5
Swedbank
Swedbank
Sweden
-$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
401
Axxcess Wealth Management
California
$615K +$196K +521 +47%
ONB
402
Old National Bancorp
Indiana
$611K -$9.8K -26 -2%
NB
403
Norinchukin Bank
Japan
$608K +$89.3K +237 +17%
GS
404
GTS Securities
New York
$605K -$102K -270 -14%
SC
405
Sapient Capital
Indiana
$604K +$604K +1,602 New
VFA
406
Values First Advisors
Tennessee
$603K -$446K -1,183 -43%
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$602K +$145K +386 +32%
FBT
408
First Bank & Trust
South Dakota
$595K -$23K -61 -4%
DC
409
Davenport & Co
Virginia
$593K -$37M -98,170 -98%
AG
410
Ascent Group
Virginia
$592K +$22.2K +59 +4%
AFG
411
Atomi Financial Group
New York
$589K +$44.5K +118 +8%
PAG
412
Private Advisor Group
New Jersey
$589K +$126K +335 +27%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$587K +$17.3K +46 +3%
Mackenzie Financial
414
Mackenzie Financial
Ontario, Canada
$586K -$46.3K -123 -7%
FFA
415
Farther Finance Advisors
California
$578K -$234K -622 -29%
TCM
416
Twin Capital Management
Pennsylvania
$572K -$20K -53 -3%
TW
417
TrinityPoint Wealth
Connecticut
$571K – – –
Brown Advisory
418
Brown Advisory
Maryland
$552K -$5.59M -14,831 -91%
EWA
419
EverSource Wealth Advisors
Alabama
$544K -$377 -1 -0.1%
AWM
420
Apollon Wealth Management
South Carolina
$540K -$41.1K -109 -7%
RCA
421
Roberts Capital Advisors
Colorado
$530K – – –
EOJOAM
422
E. Ohman J:or Asset Management
Sweden
$528K -$113K -300 -18%
FIA
423
Foundations Investment Advisors
Arizona
$522K -$12.8K -34 -2%
LIP
424
Liontrust Investment Partners
United Kingdom
$521K – – –
DAS
425
Diversify Advisory Services
Utah
$517K -$171K -487 -25%
15 16
17
18 19