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Pool Corp

704 hedge funds and large institutions have $14.9B invested in Pool Corp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 238 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

24% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 238

10% more capital invested

Capital invested by funds: $13.6B → $14.9B (+$1.36B)

2% more funds holding

Funds holding: 689704 (+15)

0.73% more ownership

Funds ownership: 101.3%102.03% (+0.73%)

60% less call options, than puts

Call options by funds: $160M | Put options by funds: $395M

Holders
704
Holders Change
+15
Holders Change %
+2.18%
% of All Funds
11.05%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
73
Increased
294
Reduced
238
Closed
56
Calls
$160M
Puts
$395M
Net Calls
-$235M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$62.8M -$14M -40,847 -20%
N
52
Nuveen
North Carolina
$61.8M +$5.27M +15,415 +10%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$60.6M -$36.9M -108,035 -40%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$60M -$3.98M -11,652 -7%
SDJVC
55
St. Denis J. Villere & Co
Louisiana
$59.2M -$51.3K -150 -0.1%
UBS AM
56
UBS AM
Illinois
$57.8M
Empower Advisory Group
57
Empower Advisory Group
Colorado
$56.9M +$1.66M +4,851 +3%
AIM
58
Artemis Investment Management
United Kingdom
$56.9M -$54M -157,849 -50%
Swiss National Bank
59
Swiss National Bank
Switzerland
$52.9M -$4.75M -13,900 -9%
TCM
60
TimesSquare Capital Management
New York
$50.8M -$18.5M -54,003 -28%
EAM
61
EULAV Asset Management
Florida
$50.4M +$6.63M +19,396 +17%
PFM
62
Premier Fund Managers
United Kingdom
$50M
JHP
63
James Hambro & Partners
United Kingdom
$48.9M +$4.97M +14,542 +13%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$47.8M +$6.44M +18,840 +17%
Amundi
65
Amundi
France
$46.1M +$5.45M +15,936 +15%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$45M -$8.09M -23,662 -16%
DC
67
Davenport & Co
Virginia
$44.7M +$6.97M +20,379 +20%
CIC
68
Chilton Investment Company
Connecticut
$44.2M -$45M -131,647 -53%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$43.1M +$31.4M +91,848 +394%
Fidelity International
70
Fidelity International
Bermuda
$43.1M -$5.66M -16,557 -13%
EWM
71
Evercore Wealth Management
New York
$42.5M +$13.2M +38,585 +52%
CCM
72
Copeland Capital Management
Pennsylvania
$39.8M +$6.08M +17,794 +20%
ACH
73
ArrowMark Colorado Holdings
Colorado
$38.1M +$33.7M +98,662 +3,289%
Alyeska Investment Group
74
Alyeska Investment Group
Illinois
$37.2M -$22.5M -65,798 -40%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$36.6M -$5.49M -16,055 -14%