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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B +$4.48M +13,093 +0.3%
BlackRock
2
BlackRock
New York
$1.4B +$31.8M +93,012 +3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$668M +$55.7M +162,835 +10%
State Street
4
State Street
Massachusetts
$566M +$18.6M +54,292 +4%
Morgan Stanley
5
Morgan Stanley
New York
$420M -$37.6M -109,851 -9%
Select Equity Group
6
Select Equity Group
New York
$393M -$103M -302,537 -22%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$341M -$22.9M -66,964 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$330M +$8.79M +25,705 +3%
William Blair & Company
9
William Blair & Company
Illinois
$287M +$14.4M +42,191 +6%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$243M -$3.97M -11,613 -2%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$235M +$8.87M +25,946 +4%
Macquarie Group
12
Macquarie Group
Australia
$214M +$24.5M +71,667 +14%
JP Morgan Chase
13
JP Morgan Chase
New York
$207M +$85.2M +249,357 +82%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$205M +$3.52M +10,310 +2%
Invesco
15
Invesco
Georgia
$195M -$23.6M -69,085 -12%
WA
16
Wasatch Advisors
Utah
$172M +$20M +58,373 +15%
FPP
17
Findlay Park Partners
United Kingdom
$163M -$9.32M -27,274 -6%
ESCM
18
Echo Street Capital Management
New York
$157M -$8.11M -23,712 -5%
Northern Trust
19
Northern Trust
Illinois
$153M +$4.02M +11,769 +3%
Wells Fargo
20
Wells Fargo
California
$149M +$5.54M +16,191 +4%
LCOV
21
London Company of Virginia
Virginia
$147M -$8.4M -24,572 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$146M -$1.7M -4,963 -1%
DZ Bank
23
DZ Bank
Germany
$134M +$55.4M +162,137 +83%
CAM
24
Congress Asset Management
Massachusetts
$133M -$812K -2,375 -0.7%
Artisan Partners
25
Artisan Partners
Wisconsin
$126M +$42.8M +125,136 +59%