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Pool Corp
POOL

Overview Fund Activity

686 hedge funds and large institutions have $13.5B invested in Pool Corp in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 258 increasing their positions, 235 reducing their positions, and 54 closing their positions.

Holders
686
Holders Change
+28
Holders Change %
+4.26%
% of All Funds
10.98%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
96
Increased
258
Reduced
235
Closed
54
Calls
$92.3M
Puts
$429M
Net Calls
-$337M
Net Calls Change
-$280M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$226M
2
Parnassus Investments
2
Parnassus Investments
California
$104M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$72.8M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$65.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$104M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$3.95M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$0
3
Swedbank
3
Swedbank
Sweden
$74.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$72.4M
5
Select Equity Group
5
Select Equity Group
New York
$463M
Name Market Value Shares Shares
Change 		Shares
Change %
MIA
651
Milestone Investment Advisors
Wisconsin
$6.51K 19 +19 New
TJHA
652
Thomas J. Herzfeld Advisors
Florida
$6.51K 19 – –
BWM
653
Baystate Wealth Management
Massachusetts
$6.18K 18 +18 New
CAL
654
Capital Advisors Ltd
Ohio
$6K 18 – –
GI
655
Gradient Investments
Minnesota
$5.48K 16 +8 +100%
SFG
656
Steward Financial Group
Texas
$5K 17 +13 +325%
WPA
657
West Paces Advisors
Georgia
$4.79K 14 – –
OCM
658
Orion Capital Management
California
$4.79K 14 – –
GWS
659
Glassman Wealth Services
Virginia
$4.79K 14 +11 +367%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$4.45K 13 – –
NSG
661
Nalls Sherbakoff Group
Tennessee
$4.36K 13 +13 New
WPWM
662
Western Pacific Wealth Management
Illinois
$3.77K 11 – –
EWM
663
Evermay Wealth Management
Virginia
$3.43K 10 – –
BF
664
BOK Financial
Oklahoma
$3.08K 9 -950 -99%
AIP
665
Ahrens Investment Partners
Louisiana
$3.08K 9 +9 New
FMP
666
Financial Management Professionals
Texas
$3K 10 +10 New
Commonwealth Equity Services
667
Commonwealth Equity Services
Massachusetts
$2.96K 8,632 +1,096 +15%
YAL
668
Your Advocates Ltd
Texas
$2.74K 8 – –
MFT
669
Moisand Fitzgerald Tamayo
Florida
$2.4K 7 – –
LFG
670
Larson Financial Group
Missouri
$2.4K 7 – –
DI
671
Disciplined Investments
Oklahoma
$2.4K 7 +2 +40%
SIC
672
SJS Investment Consulting
Ohio
$2.06K 6 – –
VNA
673
Valley National Advisers
Pennsylvania
$2K 5 – –
HCP
674
Hexagon Capital Partners
Arkansas
$1.71K 5 – –
GWM
675
Geneos Wealth Management
Colorado
$1.37K 4 – –
25 26
27
28 29