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588 hedge funds and large institutions have $13.2B invested in Jabil in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 161 increasing their positions, 261 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 43

83% more funds holding in top 10

Funds holding in top 10: 1222 (+10)

75% more call options, than puts

Call options by funds: $178M | Put options by funds: $102M

22% more capital invested

Capital invested by funds: $10.8B → $13.2B (+$2.37B)

11% more funds holding

Funds holding: 530588 (+58)

0.57% less ownership

Funds ownership: 92.77%92.2% (-0.57%)

38% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 261

Holders
588
Holders Change
+58
Holders Change %
+10.94%
% of All Funds
9.23%
Holding in Top 10
22
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+83.33%
% of All Funds
0.35%
New
102
Increased
161
Reduced
261
Closed
43
Calls
$178M
Puts
$102M
Net Calls
+$76.1M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
476
Optimum Investment Advisors
Illinois
$178K
FMB
477
Field & Main Bank
Kentucky
$174K +$3.52K +40 +3%
HFM
478
Harvest Fund Management
China
$160K +$54.2K +615 +71%
FAM
479
Fred Alger Management
New York
$152K +$48.9K +555 +65%
EDRH
480
Edmond de Rothschild Holding
Switzerland
$134K -$157K -1,784 -59%
ST
481
Smithfield Trust
Pennsylvania
$117K
AA
482
AlphaCentric Advisors
Puerto Rico
$116K +$94.5K +1,073 New
SS
483
Sunbelt Securities
Texas
$112K +$11.4K +129 +14%
CAL
484
Capital Analysts LLC
Pennsylvania
$104K +$4.58K +52 +6%
AIC
485
Archer Investment Corporation
Indiana
$101K
MFG
486
Mendota Financial Group
Wisconsin
$100K +$81.9K +930 New
BTI
487
Blue Trust Inc
Georgia
$86K -$475K -5,392 -85%
GRP
488
Global Retirement Partners
California
$85.7K
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$84.3K
GM
490
GeoWealth Management
Illinois
$81K +$12.9K +146 +24%
C
491
Covestor
United Kingdom
$79K +$5.9K +67 +10%
National Bank of Canada
492
National Bank of Canada
Quebec, Canada
$77.3K -$10.2K -116 -14%
WT
493
Whittier Trust
California
$77.1K -$176 -2 -0.3%
RCM
494
Raleigh Capital Management
North Carolina
$69.8K +$9.42K +107 +20%
PA
495
PSI Advisors
Florida
$64.8K
LC
496
Lindbrook Capital
California
$59K +$969 +11 +2%
CFFP
497
Center for Financial Planning
Michigan
$55K
SIC
498
Salem Investment Counselors
North Carolina
$54.5K
MSFP
499
Mark Sheptoff Financial Planning
Connecticut
$54K
HT
500
Headlands Technologies
Illinois
$53.7K +$43.8K +498 New