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Pool Corp

769 hedge funds and large institutions have $15.8B invested in Pool Corp in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 306 increasing their positions, 270 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 62

13% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 270

2% more funds holding

Funds holding: 757769 (+12)

2% less capital invested

Capital invested by funds: $16.1B → $15.8B (-$323M)

2.5% less ownership

Funds ownership: 104.5%102% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less call options, than puts

Call options by funds: $104M | Put options by funds: $148M

Holders
769
Holders Change
+12
Holders Change %
+1.59%
% of All Funds
11.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
82
Increased
306
Reduced
270
Closed
62
Calls
$104M
Puts
$148M
Net Calls
-$43.4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.79B +$223K +571 +0%
BlackRock
2
BlackRock
New York
$1.33B -$31.4M -80,210 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$835M +$66.9M +171,146 +9%
State Street
4
State Street
Massachusetts
$633M -$1.66M -4,259 -0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$389M +$29.4M +75,155 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$379M +$9.34M +23,904 +3%
Morgan Stanley
7
Morgan Stanley
New York
$358M -$310M -792,912 -47%
William Blair & Company
8
William Blair & Company
Illinois
$340M +$18.6M +47,640 +6%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$319M -$41.1M -105,081 -12%
Invesco
10
Invesco
Georgia
$297M +$23.3M +59,675 +9%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$261M -$7.31M -18,709 -3%
Select Equity Group
12
Select Equity Group
New York
$261M -$21M -53,687 -8%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$231M -$26.1M -66,698 -10%
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$225M -$17.7M -45,290 -8%
Macquarie Group
15
Macquarie Group
Australia
$222M -$2.22M -5,691 -1%
WA
16
Wasatch Advisors
Utah
$212M +$18M +45,953 +10%
LCOV
17
London Company of Virginia
Virginia
$211M +$1.81M +4,627 +0.9%
Wells Fargo
18
Wells Fargo
California
$175M +$4.02M +10,286 +2%
Northern Trust
19
Northern Trust
Illinois
$165M -$6.61M -16,913 -4%
American Century Companies
20
American Century Companies
Missouri
$158M -$184K -470 -0.1%
Goldman Sachs
21
Goldman Sachs
New York
$143M +$8.42M +21,549 +6%
CAM
22
Congress Asset Management
Massachusetts
$142M -$752K -1,925 -0.5%
Charles Schwab
23
Charles Schwab
California
$138M +$2.8M +7,168 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$138M +$9.1M +23,274 +7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$134M +$2.72M +6,970 +2%