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JBTM

JBT Marel

214 hedge funds and large institutions have $3.02B invested in JBT Marel in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 92 increasing their positions, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 71

1.4% more ownership

Funds ownership: 106.58%107.98% (+1.4%)

9% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.11M

15% less funds holding

Funds holding: 251214 (-37)

21% less capital invested

Capital invested by funds: $3.81B → $3.02B (-$791M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

76% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 49

Holders
214
Holders Change
-37
Holders Change %
-14.74%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
92
Reduced
71
Closed
49
Calls
$2.3M
Puts
$2.11M
Net Calls
+$192K
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$388M +$32.6M +333,968 +8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$382M +$3.47M +35,612 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$275M +$11.1M +114,263 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$144M +$88.6M +908,549 +128%
ACH
5
ArrowMark Colorado Holdings
Colorado
$125M +$73.8M +756,280 +117%
Goldman Sachs
6
Goldman Sachs
New York
$112M +$34.2M +350,950 +39%
CIP
7
Champlain Investment Partners
Vermont
$82.9M +$59.5M +609,350 +188%
EAM
8
Eagle Asset Management
Florida
$81.9M +$1.89M +19,352 +2%
State Street
9
State Street
Massachusetts
$81.5M +$11.9M +122,009 +15%
Invesco
10
Invesco
Georgia
$78.2M +$11.8M +120,956 +16%
BAMCO Inc
11
BAMCO Inc
New York
$77.6M +$9.76M +100,000 +13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$64M +$141K +1,448 +0.2%
Artisan Partners
13
Artisan Partners
Wisconsin
$61.1M +$758K +7,766 +1%
CTA
14
Carillon Tower Advisers
Florida
$60.8M +$4.88M +50,000 +8%
GXMC
15
Global X Management Company
New York
$53.2M +$3.59M +36,836 +7%
American Century Companies
16
American Century Companies
Missouri
$52.2M -$6.05K -62 -0%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$47.3M +$8.12M +83,191 +19%
WRF
18
Waddell & Reed Financial
Kansas
$46.5M +$1.41M +14,480 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$43.9M -$41.8M -428,109 -46%
Wells Fargo
20
Wells Fargo
California
$41.9M -$74.4M -762,788 -62%
CCA
21
Conestoga Capital Advisors
Pennsylvania
$38.5M +$11M +113,100 +35%
Northern Trust
22
Northern Trust
Illinois
$36.8M +$834K +8,547 +2%
Ameriprise
23
Ameriprise
Minnesota
$36.1M +$12.1M +123,739 +44%
RA
24
Royce & Associates
New York
$32.5M +$3.82M +39,199 +12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$30.9M -$2.18M -22,335 -6%