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JBTM

JBT Marel

270 hedge funds and large institutions have $2.72B invested in JBT Marel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.23% less ownership

Funds ownership: 101.68%99.44% (-2.2%)

4% less funds holding

Funds holding: 281270 (-11)

15% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 108

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

24% less capital invested

Capital invested by funds: $3.56B → $2.72B (-$841M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

80% less call options, than puts

Call options by funds: $594K | Put options by funds: $3.04M

Holders
270
Holders Change
-11
Holders Change %
-3.91%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
92
Reduced
108
Closed
36
Calls
$594K
Puts
$3.04M
Net Calls
-$2.44M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$453M +$475K +4,475 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M +$3.38M +31,812 +0.9%
CIP
3
Champlain Investment Partners
Vermont
$144M +$6.81M +64,200 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$121M +$149M +1,407,607 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$94.7M -$78M -734,856 -40%
State Street
6
State Street
Massachusetts
$93.7M +$1.34M +12,670 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$88.3M -$296K -2,788 -0.3%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$83M -$3.06M -28,834 -3%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$79.3M -$1.5M -14,106 -2%
Brown Advisory
10
Brown Advisory
Maryland
$59.8M +$3.47M +32,723 +5%
RA
11
Royce & Associates
New York
$59.2M +$1.37M +12,912 +2%
ACH
12
ArrowMark Colorado Holdings
Colorado
$56.7M +$7.76M +73,123 +12%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$56.1M -$767K -7,232 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$53.7M -$1.48M -13,910 -2%
BAMCO Inc
15
BAMCO Inc
New York
$47.3M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$46.7M +$892K +8,409 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$36.2M +$3.93M +37,078 +10%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$36M -$177M -1,671,816 -80%
UBS AM
19
UBS AM
Illinois
$29.2M +$857K +8,078 +2%
Northern Trust
20
Northern Trust
Illinois
$28.9M -$314K -2,962 -0.9%
Norges Bank
21
Norges Bank
Norway
$26.9M +$965K +9,097 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$26.7M +$1.81M +17,095 +6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.6M +$270K +2,547 +0.9%
SCP
24
Sandhill Capital Partners
New York
$25.4M -$357K -3,360 -1%
Charles Schwab
25
Charles Schwab
California
$25.4M +$1.37M +12,876 +5%