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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
FMP
451
Financial Management Professionals
Texas
$50K +$31.5K +391 +221%
RCM
452
Raleigh Capital Management
North Carolina
$47.6K +$9.83K +122 +29%
LC
453
Lindbrook Capital
California
$47.3K -$4.03K -50 -9%
CFFP
454
Center for Financial Planning
Michigan
$45K +$8.05K +100 +24%
SIC
455
Salem Investment Counselors
North Carolina
$44.5K -$32.2K -400 -44%
DMBA
456
Deseret Mutual Benefit Administrators
Utah
$44.3K
MSFP
457
Mark Sheptoff Financial Planning
Connecticut
$44.1K
FWA
458
FSC Wealth Advisors
New York
$40.8K +$37.3K +463 New
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$40K +$8.54K +106 +30%
STCOSD
460
Sageworth Trust Company of South Dakota
South Dakota
$39.7K
EWM
461
Endurance Wealth Management
Rhode Island
$39K +$35.4K +440 New
PFBT
462
Parkside Financial Bank & Trust
Missouri
$37.2K -$6.6K -82 -16%
FFA
463
Farther Finance Advisors
California
$32.4K +$7.41K +92 +33%
AS
464
Altshuler Shaham
Israel
$31.4K +$28.7K +356 New
TFP
465
Tilia Fiduciary Partners
North Carolina
$30.9K
ETC
466
Exchange Traded Concepts
Oklahoma
$30.6K -$150K -1,865 -84%
PCM
467
Peregrine Capital Management
Minnesota
$29.1K -$3.22K -40 -11%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1K
CFO
469
CVA Family Office
Colorado
$24.7K +$805 +10 +4%
ST
470
Sageworth Trust
Pennsylvania
$23.2K
RTC
471
Riverview Trust Company
Washington
$22K
BFEC
472
Benjamin F. Edwards & Company
Missouri
$22K
LFG
473
Larson Financial Group
Missouri
$21.9K
FCA
474
FinTrust Capital Advisors
South Carolina
$20.5K
Loomis, Sayles & Company
475
Loomis, Sayles & Company
Massachusetts
$20K +$18K +224 New