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Pool Corp
POOL

Overview Fund Activity

689 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, 268 increasing their positions, 230 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+21
Holders Change %
+3.14%
% of All Funds
12.1%
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
268
Reduced
230
Closed
52
Calls
$117M
Puts
$124M
Net Calls
-$6.84M
Net Calls Change
+$5.63M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$94M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$556M
3
Citigroup
3
Citigroup
New York
$49.8M
4
AIM
4
Artemis Investment Management
United Kingdom
$111M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$33.5M

Top Sellers

1
AI
1
Axiom Investors
Connecticut
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$157M
3
MWNA
3
Marshall Wace North America
New York
$7.56M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$32.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
651
Allworth Financial
California
$10K +$10K +24 New
TCWM
652
Total Clarity Wealth Management
Illinois
$9K +$9K +20 New
PCG
653
Private Capital Group
Connecticut
$8K – – –
Nisa Investment Advisors
654
Nisa Investment Advisors
Missouri
$7.17K – – –
AFG
655
Albion Financial Group
Utah
$7K – – –
LWA
656
Lenox Wealth Advisors
New York
$7K – – –
RA
657
Resolute Advisors
California
$7K – – –
JFA
658
JNBA Financial Advisors
Minnesota
$7K +$7K +15 New
AS
659
Altshuler Shaham
Israel
$7K +$7K +16 New
RE
660
RBC Europe
United Kingdom
$6.95K – – –
OCM
661
Orion Capital Management
California
$6K +$6K +14 New
WPA
662
West Paces Advisors
Georgia
$5.21K – – –
CWP
663
Concord Wealth Partners
Virginia
$5K -$11.3K -27 -69%
First Manhattan
664
First Manhattan
New York
$5K -$5K -12 -50%
EI
665
Ellevest Inc
New York
$5K – – –
TJHA
666
Thomas J. Herzfeld Advisors
Florida
$5K – – –
IFAM
667
Institutional & Family Asset Management
Colorado
$5K +$2.27K +5 +83%
GWSG
668
GPS Wealth Strategies Group
Colorado
$4K – – –
FPFS
669
First Personal Financial Services
North Carolina
$4K +$4K +10 New
JCM
670
Jacobi Capital Management
Pennsylvania
$3K -$17.6K -41 -85%
MCM
671
Manchester Capital Management
Vermont
$3K -$10.1K -27 -77%
PP
672
Pacifica Partners
Canada
$3K – – –
TWM
673
Tradition Wealth Management
Minnesota
$3K – – –
DWP
674
Destiny Wealth Partners
Florida
$3K +$3K +8 New
SSC
675
Syverson Strege & Co
Iowa
$3K +$3K +8 New
25 26
27
28 29