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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B -$47.2M -535,657 -4%
BlackRock
2
BlackRock
New York
$1.39B -$13.6M -154,026 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$980M +$46.8M +531,297 +6%
TYCC
4
Texas Yale Capital Corp
Florida
$908M -$772K -8,770 -0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$709M +$29.6M +336,655 +5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$578M +$87.2M +990,803 +23%
LSV Asset Management
7
LSV Asset Management
Illinois
$435M +$19.5M +221,458 +6%
State Street
8
State Street
Massachusetts
$433M -$4.15M -47,119 -1%
Primecap Management
9
Primecap Management
California
$424M -$12.2M -138,600 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$285M -$45.9M -521,243 -16%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$274M -$26.2M -297,041 -10%
Invesco
12
Invesco
Georgia
$244M -$67.3M -764,566 -25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$210M +$7.2M +81,786 +4%
Morgan Stanley
14
Morgan Stanley
New York
$168M -$8.76M -99,505 -6%
Bank of America
15
Bank of America
North Carolina
$160M -$23.5M -266,817 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$153M -$2.77M -31,463 -2%
Goldman Sachs
17
Goldman Sachs
New York
$148M -$3M -34,107 -2%
Boston Partners
18
Boston Partners
Massachusetts
$138M -$14.5M -165,174 -11%
Norges Bank
19
Norges Bank
Norway
$136M -$5.32M -60,468 -5%
SCM
20
Simcoe Capital Management
New York
$124M -$374K -4,249 -0.4%
VLKIM
21
Van Lanschot Kempen Investment Management
Netherlands
$122M -$22.3M -253,568 -18%
Northern Trust
22
Northern Trust
Illinois
$110M -$1.51M -17,190 -2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$101M -$8.88M -100,829 -10%
PIMC
24
Praesidium Investment Management Company
New York
$97.4M +$27.8M +315,490 +54%
Charles Schwab
25
Charles Schwab
California
$94.4M -$1.62M -18,360 -2%