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Jabil
JBL

Overview Fund Activity

678 hedge funds and large institutions have $15.4B invested in Jabil in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 210 increasing their positions, 288 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
9.83%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
100
Increased
210
Reduced
288
Closed
95
Calls
$399M
Puts
$516M
Net Calls
-$117M
Net Calls Change
-$215M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$240M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$39M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$455M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$215M
5
Goldman Sachs
5
Goldman Sachs
New York
$245M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.1B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.13B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$37.4M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
501
Geller Advisors
New York
$253K +$11.7K +87 +5%
TCA
502
Transcend Capital Advisors
New Jersey
$252K -$49.3K -368 -16%
PAS
503
Park Avenue Securities
New York
$249K +$26K +194 +12%
ACA
504
Aptus Capital Advisors
Alabama
$244K +$244K +1,825 New
CFG
505
Cooper Financial Group
California
$240K -$2.68K -20 -1%
IGAM
506
iA Global Asset Management
Quebec, Canada
$233K +$233K +1,740 New
DOA
507
D'Orazio & Associates
Virginia
$232K -$2.55K -19 -1%
CAG
508
Csenge Advisory Group
Florida
$232K -$670 -5 -0.3%
MAM
509
McLean Asset Management
Virginia
$230K +$410 +3 +0.2%
NA
510
Navellier & Associates
Nevada
$229K +$15.7K +117 +7%
QFA
511
Quantum Financial Advisors
California
$228K -$402 -3 -0.2%
AWM
512
AE Wealth Management
Kansas
$226K -$1.64M -12,254 -88%
Wealthfront Advisers
513
Wealthfront Advisers
California
$225K +$2.81K +21 +1%
AAS
514
Avantax Advisory Services
Texas
$224K -$11.5K -86 -5%
VSQM
515
V-Square Quantitative Management
Illinois
$223K – – –
RCA
516
Resonant Capital Advisors
Wisconsin
$222K +$222K +1,661 New
NI
517
NDVR Inc
Massachusetts
$222K +$222K +1,661 New
OIA
518
Optimum Investment Advisors
Illinois
$221K – – –
TCMP
519
Thrive Capital Management (Pennsylvania)
Pennsylvania
$220K +$220K +1,642 New
DG
520
DMC Group
Alabama
$220K +$220K +1,641 New
HCA
521
Hyperion Capital Advisors
New York
$220K +$220K +1,640 New
CIA
522
Concurrent Investment Advisors
Florida
$217K +$217K +1,618 New
PI
523
PFG Investments
New York
$216K +$216K +1,616 New
JWCA
524
J.W. Cole Advisors
Florida
$213K -$5.63K -42 -3%
SWP
525
Stratos Wealth Partners
Ohio
$211K +$211K +1,578 New
19 20
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