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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B -$35.4M -438,971 -3%
BlackRock
2
BlackRock
New York
$1.15B -$19.4M -241,212 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$754M +$149M +1,844,254 +27%
TYCC
4
Texas Yale Capital Corp
Florida
$743M -$2.01M -25,000 -0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$549M +$209M +2,591,893 +71%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$385M +$352M +4,364,992 New
Primecap Management
7
Primecap Management
California
$358M +$38.8M +482,000 +13%
State Street
8
State Street
Massachusetts
$358M -$12.2M -151,937 -4%
LSV Asset Management
9
LSV Asset Management
Illinois
$335M -$23.6M -292,543 -7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$279M +$129K +1,603 +0.1%
Invesco
11
Invesco
Georgia
$267M +$11.2M +138,946 +5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$250M -$14.6M -181,811 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$165M +$2.29M +28,420 +2%
Bank of America
14
Bank of America
North Carolina
$154M +$1.67M +20,793 +1%
Morgan Stanley
15
Morgan Stanley
New York
$146M -$8.52M -105,765 -6%
WRCM
16
Whale Rock Capital Management
Massachusetts
$143M +$131M +1,621,621 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$127M -$1.1M -13,697 -0.9%
Boston Partners
18
Boston Partners
Massachusetts
$127M -$1.58M -19,580 -1%
Goldman Sachs
19
Goldman Sachs
New York
$124M -$30.8M -382,947 -21%
VLKIM
20
Van Lanschot Kempen Investment Management
Netherlands
$122M -$10.6M -131,230 -9%
Norges Bank
21
Norges Bank
Norway
$117M -$14.6M -181,794 -12%
SCM
22
Simcoe Capital Management
New York
$102M -$9.45M -117,301 -9%
Northern Trust
23
Northern Trust
Illinois
$91.6M +$264K +3,278 +0.3%
AQR Capital Management
24
AQR Capital Management
Connecticut
$90.2M +$2.73M +33,933 +3%
Charles Schwab
25
Charles Schwab
California
$78.8M -$1.25M -15,472 -2%