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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
VOYA Investment Management
151
VOYA Investment Management
Georgia
$10.1M +$1M +2,929 +12%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$10.1M -$53K -155 -0.6%
Schroder Investment Management Group
153
Schroder Investment Management Group
United Kingdom
$9.82M +$8.13M +23,786 +986%
Brown Advisory
154
Brown Advisory
Maryland
$9.79M +$2.57M +7,509 +40%
JIC
155
Johnson Investment Counsel
Ohio
$9.76M +$704K +2,060 +9%
Norges Bank
156
Norges Bank
Norway
$9.65M +$2.84M +8,300 +48%
RCMC
157
RK Capital Management (Colorado)
Colorado
$9.53M +$3.07M +8,980 +55%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$9.5M +$1.52M +4,454 +22%
BAM
159
Bell Asset Management
Australia
$9.25M +$1.96M +5,738 +30%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$9.2M +$823K +2,408 +11%
LPL Financial
161
LPL Financial
California
$9.18M +$1.44M +4,223 +21%
BCM
162
Bancreek Capital Management
California
$9.08M +$1.79M +5,226 +27%
LCM
163
Logan Capital Management
Pennsylvania
$8.94M -$452K -1,322 -5%
ACM
164
Alta Capital Management
Utah
$8.92M +$2.13M +6,225 +35%
TC
165
TownSquare Capital
Utah
$8.92M +$1.43M +4,176 +21%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$8.81M +$169K +493 +2%
NI
167
Noked Israel
Israel
$8.77M +$8M +23,400 New
First Trust Advisors
168
First Trust Advisors
Illinois
$8.66M +$1M +2,934 +15%
VAS
169
Vestmark Advisory Solutions
Massachusetts
$8.61M +$208K +609 +3%
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$8.55M -$79.7K -233 -1%
HWM
171
HFR Wealth Management
New York
$8.19M +$54.7K +160 +0.7%
CF
172
Centaurus Financial
California
$8.17M +$340K +994 +5%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$8.15M -$770K -2,251 -9%
NB
174
Norinchukin Bank
Japan
$8.15M +$630K +1,844 +9%
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$8.14M -$446K -1,306 -6%