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JBTM

JBT Marel

223 hedge funds and large institutions have $1.78B invested in JBT Marel in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.58B → $1.78B (+$206M)

5% more funds holding

Funds holding: 212223 (+11)

3.23% more ownership

Funds ownership: 96.47%99.7% (+3.2%)

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less call options, than puts

Call options by funds: $52K | Put options by funds: $135K

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
80
Reduced
78
Closed
23
Calls
$52K
Puts
$135K
Net Calls
-$83K
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$5.73M -$298K -5,100 -5%
HAI
52
Hennessy Advisors Inc
California
$5.22M -$169K -2,900 -3%
WRF
53
Waddell & Reed Financial
Kansas
$5.22M
ACMM
54
Arbor Capital Management (Minnesota)
Minnesota
$5.09M -$1.98M -33,877 -29%
BCM
55
Bridgeway Capital Management
Texas
$5.01M -$558K -9,550 -10%
American Century Companies
56
American Century Companies
Missouri
$4.96M -$1.62M -27,678 -25%
William Blair & Company
57
William Blair & Company
Illinois
$4.48M +$146K +2,505 +4%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$4.38M -$93.5K -1,602 -2%
DLCIG
59
D.L. Carlson Investment Group
New Hampshire
$4.32M -$309K -5,285 -7%
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$4.2M +$795K +13,610 +25%
AI
61
Axiom Investors
Connecticut
$4.14M +$3.95M +67,572 New
BG
62
BlackRock Group
United Kingdom
$4.07M +$163K +2,791 +4%
Renaissance Technologies
63
Renaissance Technologies
New York
$3.89M -$6.99M -119,800 -65%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.75M -$52.5K -900 -1%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$3.67M +$128K +2,193 +4%
EAM
66
Eagle Asset Management
Florida
$3.55M -$3.15M -54,018 -48%
CS
67
Credit Suisse
Switzerland
$3.25M +$573K +9,815 +23%
ICRM
68
Insight Capital Research & Management
California
$3.18M +$3.03M +51,965 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$3.1M +$397K +6,800 +15%
Swiss National Bank
70
Swiss National Bank
Switzerland
$3.1M
TCM
71
Tygh Capital Management
Oregon
$2.96M +$2.82M +48,371 New
DCM
72
Driehaus Capital Management
Illinois
$2.95M +$940K +16,108 +50%
Invesco
73
Invesco
Georgia
$2.83M -$1.64K -28 -0.1%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$2.79M +$337K +5,766 +14%
PC
75
Pier Capital
Connecticut
$2.59M +$2.47M +42,238 New