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JBTM

JBT Marel

287 hedge funds and large institutions have $4.88B invested in JBT Marel in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $4.51B → $4.88B (+$366M)

8% more funds holding

Funds holding: 266287 (+21)

0.9% less ownership

Funds ownership: 101.11%100.21% (-0.9%)

1% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 103

25% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.52M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.42%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
102
Reduced
103
Closed
15
Calls
$2.63M
Puts
$3.52M
Net Calls
-$898K
Net Calls Change
-$742K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$40.8M +$772K +4,935 +2%
Principal Financial Group
27
Principal Financial Group
Iowa
$37.5M +$3.34M +21,366 +10%
American Century Companies
28
American Century Companies
Missouri
$36.6M +$3.45M +22,071 +10%
UBS AM
29
UBS AM
Illinois
$36M +$4.8M +30,658 +15%
Ameriprise
30
Ameriprise
Minnesota
$32.2M +$798K +5,100 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$31.4M +$4.85M +31,034 +18%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$28.7M +$29.3M +187,060 New
Legal & General Group
33
Legal & General Group
United Kingdom
$28.6M +$850K +5,432 +3%
Morgan Stanley
34
Morgan Stanley
New York
$27.2M +$2.17M +13,893 +8%
N
35
Nuveen
North Carolina
$20.9M -$3.94M -25,182 -16%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$20.7M +$21M +134,305 +32,441%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$20.4M -$6.04M -38,582 -22%
Barclays
38
Barclays
United Kingdom
$20.3M +$2.65M +16,953 +15%
Wells Fargo
39
Wells Fargo
California
$19.6M -$29.2M -186,392 -59%
VIA
40
Vident Investment Advisory
Georgia
$19.2M -$1.19M -7,636 -6%
KCM
41
Kornitzer Capital Management
Kansas
$18.4M
Natixis Advisors
42
Natixis Advisors
Massachusetts
$17.6M +$885K +5,658 +5%
DDC
43
DF Dent & Co
Maryland
$17.4M +$56K +358 +0.3%
WCM Investment Management
44
WCM Investment Management
California
$16M +$566K +3,621 +4%
MFWM
45
Motley Fool Wealth Management
Virginia
$15.8M -$288K -1,840 -2%
PPA
46
Parametric Portfolio Associates
Washington
$15.2M -$902K -5,765 -5%
Nomura Holdings
47
Nomura Holdings
Japan
$15.1M +$317K +2,027 +2%
TRSOTSOK
48
Teachers Retirement System of the State of Kentucky
Kentucky
$14.6M -$313K -2,000 -2%
Comerica Bank
49
Comerica Bank
Texas
$14M +$980K +6,264 +7%
NIP
50
Nicholas Investment Partners
California
$13.2M +$4.91M +31,360 +57%