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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
ST
601
Sageworth Trust
Pennsylvania
$70K
GWM
602
Geneos Wealth Management
Colorado
$68K
HPC
603
HM Payson & Co
Maine
$65K -$23.7K -50 -25%
BEI
604
Benjamin Edwards Inc
Missouri
$64K +$34.6K +73 +99%
PCM
605
Penserra Capital Management
California
$61K +$6.64K +14 +11%
CFGS
606
Concourse Financial Group Securities
Alabama
$60K +$2.37K +5 +4%
T
607
TOBAM
France
$57K
TCM
608
Tradewinds Capital Management
Washington
$51K
LPWM
609
Lake Point Wealth Management
Texas
$50K
BCA
610
Berman Capital Advisors
Georgia
$49K +$12.3K +26 +30%
AF
611
Advisornet Financial
Minnesota
$48K -$344K -726 -87%
CCA
612
Column Capital Advisors
Indiana
$48K -$7.58K -16 -13%
SQA
613
Simon Quick Advisors
New Jersey
$47K +$20.4K +43 +66%
GRP
614
Global Retirement Partners
California
$46K +$19.9K +42 +66%
SAM
615
Strategic Asset Management
Minnesota
$45K +$47.4K +100 New
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$43K +$10.9K +23 +31%
LWM
617
Liberty Wealth Management
California
$37K +$33.7K +71 +1,420%
HFM
618
Harvest Fund Management
China
$34K
Baillie Gifford & Co
619
Baillie Gifford & Co
United Kingdom
$33K -$5.21K -11 -13%
IA
620
IndexIQ Advisors
New York
$33K -$948 -2 -3%
MCM
621
MV Capital Management
Maryland
$31K
DAM
622
Delta Asset Management
Tennessee
$30K
WWM
623
Wolff Wiese Magana
California
$30K +$18.5K +39 +134%
EWM
624
Evermay Wealth Management
Virginia
$29K +$17.5K +37 +123%
AA
625
Ancora Advisors
Ohio
$27K