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530 hedge funds and large institutions have $10.8B invested in Jabil in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 221 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

36% more capital invested

Capital invested by funds: $7.96B → $10.8B (+$2.85B)

21% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $78.5M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

3.48% more ownership

Funds ownership: 89.29%92.77% (+3.5%)

3% more funds holding

Funds holding: 516530 (+14)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 221

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
8.45%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
81
Increased
160
Reduced
221
Closed
58
Calls
$95.2M
Puts
$78.5M
Net Calls
+$16.8M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Sawgrass Asset Management
Florida
$309K -$2.58K -32 -0.9%
HP
377
Hilltop Partners
Indiana
$304K
SFS
378
Sowell Financial Services
Arkansas
$299K +$273K +3,387 New
ISWM
379
Independent Solutions Wealth Management
New York
$299K -$3.87K -48 -1%
LTI
380
Laffer Tengler Investments
Tennessee
$297K +$7.57K +94 +3%
BPA
381
Beacon Pointe Advisors
California
$291K +$7.73K +96 +3%
FFM
382
Forum Financial Management
Illinois
$286K
AWA
383
Arete Wealth Advisors
Illinois
$284K +$259K +3,222 New
FWIA
384
Fort Washington Investment Advisors
Ohio
$283K +$258K +3,209 New
RCM
385
Radnor Capital Management
Pennsylvania
$282K +$257K +3,195 New
WAM
386
Watershed Asset Management
California
$277K -$68.4K -849 -21%
IFG
387
Independent Financial Group
California
$275K +$251K +3,121 New
EDRH
388
Edmond de Rothschild Holding
Switzerland
$267K -$677K -8,403 -74%
JWCA
389
J.W. Coons Advisors
Ohio
$264K
SOW
390
State of Wyoming
Wyoming
$263K -$121K -1,503 -33%
PVH
391
Psagot Value Holdings
Israel
$258K +$40.3K +500 +20%
TIA
392
Trust Investment Advisors
Indiana
$252K +$230K +2,858 New
DCM
393
Driehaus Capital Management
Illinois
$244K -$102K -1,271 -31%
SW
394
SVB Wealth
Massachusetts
$241K +$220K +2,731 New
CAG
395
Csenge Advisory Group
Florida
$241K -$103K -1,277 -32%
AWM
396
Alterna Wealth Management
Texas
$239K -$74.4K -924 -25%
BBHC
397
Brown Brothers Harriman & Co
New York
$237K
BAMF
398
BI Asset Management Fondsmaeglerselskab
Denmark
$236K -$3.57M -44,266 -94%
PP
399
Prudential plc
United Kingdom
$233K +$213K +2,644 New
QC
400
Quent Capital
New York
$232K +$3.22K +40 +2%