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Pool Corp

163 hedge funds and large institutions have $2.47B invested in Pool Corp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 160163 (+3)

2% more capital invested

Capital invested by funds: $2.43B → $2.47B (+$41.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

76% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $11M

Holders
163
Holders Change
+3
Holders Change %
+1.88%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
56
Reduced
70
Closed
14
Calls
$2.63M
Puts
$11M
Net Calls
-$8.38M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M +$5.29M +95,820 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$166M +$3.46M +62,667 +2%
CWAM
3
Columbia Wanger Asset Management
Illinois
$164M -$386K -7,000 -0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$162M -$19M -343,304 -11%
BFA
5
BlackRock Fund Advisors
California
$147M +$1.96M +35,493 +1%
SDJVC
6
St. Denis J. Villere & Co
Louisiana
$121M +$495K +8,975 +0.4%
RA
7
Royce & Associates
New York
$104M -$723K -13,100 -0.7%
JP Morgan Chase
8
JP Morgan Chase
New York
$103M +$4.83M +87,547 +5%
TCM
9
TimesSquare Capital Management
New York
$86.9M +$5.58M +101,000 +7%
Invesco
10
Invesco
Georgia
$74.9M +$2.77M +50,202 +4%
BIT
11
BlackRock Institutional Trust
California
$69.2M -$631K -11,427 -1%
State Street
12
State Street
Massachusetts
$61.2M -$1.22M -22,185 -2%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$56M -$22M -399,357 -29%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$50M +$2.35M +42,500 +5%
TCP
15
TAMRO Capital Partners
Virginia
$46.1M -$1.51M -27,269 -3%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$40.7M +$2.35M +42,495 +6%
Northern Trust
17
Northern Trust
Illinois
$40.1M +$124K +2,252 +0.3%
Fisher Asset Management
18
Fisher Asset Management
Washington
$38.9M -$1.73M -31,275 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$38.9M -$399K -7,237 -1%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$35.5M +$1.56M +28,336 +5%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$33.9M +$105K +1,900 +0.3%
WA
22
Wasatch Advisors
Utah
$31.7M -$1.61M -29,077 -5%
NSCM
23
New South Capital Management
Tennessee
$29.9M -$541K -9,804 -2%
GGHC
24
Gilder Gagnon Howe & Co
New York
$29.7M -$810K -14,668 -3%
WRF
25
Waddell & Reed Financial
Kansas
$29M +$977K +17,700 +4%