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Pool Corp

693 hedge funds and large institutions have $16.1B invested in Pool Corp in 2021 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 230 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

17% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 230

3% more funds holding

Funds holding: 673693 (+20)

0.27% more ownership

Funds ownership: 92.41%92.68% (+0.27%)

5% less capital invested

Capital invested by funds: $17B → $16.1B (-$849M)

6% less call options, than puts

Call options by funds: $117M | Put options by funds: $124M

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
693
Holders Change
+20
Holders Change %
+2.97%
% of All Funds
12.13%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
80
Increased
270
Reduced
230
Closed
53
Calls
$117M
Puts
$124M
Net Calls
-$6.84M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$364K -$47.9K -101 -11%
MAFM
502
Mid Atlantic Financial Management
Pennsylvania
$359K -$73K -154 -16%
Mercer Global Advisors
503
Mercer Global Advisors
Colorado
$353K -$7.11K -15 -2%
PIA
504
Perennial Investment Advisors
California
$352K
EIP
505
Ellis Investment Partners
Pennsylvania
$349K
LWAM
506
Legacy Wealth Asset Management
Minnesota
$348K +$7.11K +15 +2%
CCIA
507
Campbell & Co Investment Adviser
Maryland
$348K +$379K +800 New
LS
508
Livforsakringsbolaget Skandia
Sweden
$347K
AIM
509
Aigen Investment Management
New York
$343K +$374K +789 New
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$338K +$3.79K +8 +1%
HWMA
511
Heritage Wealth Management (Arizona)
Arizona
$338K +$51.2K +108 +16%
NFG
512
Next Financial Group
Texas
$333K -$52.1K -110 -13%
AA
513
ALPS Advisors
Colorado
$332K -$105K -221 -22%
ONB
514
Old National Bancorp
Indiana
$330K +$17.5K +37 +5%
PG
515
Pendal Group
Australia
$328K +$357K +754 New
SEM
516
Suncoast Equity Management
Florida
$326K +$49.8K +105 +16%
KCM
517
Karp Capital Management
California
$319K +$42.2K +89 +14%
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$317K +$57.8K +122 +20%
RWA
519
Redhawk Wealth Advisors
Minnesota
$310K +$121K +255 +56%
MFG
520
Menard Financial Group
Texas
$307K +$6.64K +14 +2%
CGA
521
Crescent Grove Advisors
Illinois
$304K
JF
522
Jump Financial
Illinois
$302K +$330K +696 New
CRCM
523
Corbett Road Capital Management
Virginia
$300K +$327K +690 New
BPA
524
Beacon Pointe Advisors
California
$299K -$25.1K -53 -7%
UTC
525
Unified Trust Company
Kentucky
$293K