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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
MA
576
Montag & Associates
Georgia
$1.62K +$352 +4 +36%
AWM
577
Abound Wealth Management
Tennessee
$1.62K +$1.32K +15 New
VWM
578
Venturi Wealth Management
Texas
$1.62K +$1.32K +15 New
NCM
579
Northwest Capital Management
Oregon
$1.08K +$881 +10 New
TFA
580
Transamerica Financial Advisors
Florida
$1K
BG
581
Bollard Group
Massachusetts
$1K +$881 +10 New
TWP
582
TFO Wealth Partners
Ohio
$863
HI
583
Horizon Investments
North Carolina
$647 +$264 +3 +100%
FSWA
584
Financial Synergies Wealth Advisors
Texas
$540
VAG
585
VisionPoint Advisory Group
Texas
$540 +$440 +5 New
TWD
586
True Wealth Design
Ohio
$216 +$88 +1 +100%
ECM
587
EMC Capital Management
Texas
$167 +$482K +5,470 +136%
Comerica Bank
588
Comerica Bank
Texas
$57 +$2.13M +24,157 New
Los Angeles Capital Management
589
Los Angeles Capital Management
California
-$12.8M -145,401 Closed
Marshall Wace
590
Marshall Wace
United Kingdom
-$9.74M -110,524 Closed
WBC
591
Westpac Banking Corp
Australia
-$3.36M -38,083 Closed
SGI
592
Summit Global Investments
Utah
-$1.48M -16,834 Closed
SCP
593
Syntal Capital Partners
Texas
-$1.46M -16,546 Closed
CAMG
594
CWA Asset Management Group
Florida
-$1.38M -15,698 Closed
Asset Management One
595
Asset Management One
Japan
-$1.1M -12,532 Closed
GWM
596
Greenwich Wealth Management
Connecticut
-$1.07M -12,175 Closed
FF
597
Friedenthal Financial
New Jersey
-$726K -8,237 Closed
ICM
598
Islay Capital Management
Texas
-$631K -7,152 Closed
Vontobel Holding
599
Vontobel Holding
Switzerland
-$350K -3,972 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
600
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$325K -3,687 Closed