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JBTM

JBT Marel

277 hedge funds and large institutions have $2.8B invested in JBT Marel in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

20% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 85

3% more funds holding

Funds holding: 270277 (+7)

3% more capital invested

Capital invested by funds: $2.72B → $2.8B (+$74.6M)

1.34% less ownership

Funds ownership: 99.44%98.11% (-1.3%)

89% less call options, than puts

Call options by funds: $511K | Put options by funds: $4.66M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
102
Reduced
85
Closed
35
Calls
$511K
Puts
$4.66M
Net Calls
-$4.15M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$497M +$15.5M +169,183 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$321M +$8.43M +92,128 +3%
CIP
3
Champlain Investment Partners
Vermont
$148M -$5.21M -56,885 -3%
State Street
4
State Street
Massachusetts
$110M +$10.8M +118,323 +11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$102M +$1.37M +14,987 +1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$92.9M -$35.7M -390,363 -28%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$83.6M -$536K -5,852 -0.6%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$81M -$7.15M -78,153 -8%
ACH
9
ArrowMark Colorado Holdings
Colorado
$72.7M +$12.6M +137,242 +21%
TCAM
10
Turtle Creek Asset Management
Ontario, Canada
$63.7M +$46.9M +512,343 +277%
RA
11
Royce & Associates
New York
$63M +$128K +1,400 +0.2%
Brown Advisory
12
Brown Advisory
Maryland
$62.5M -$931K -10,171 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$56.8M -$219K -2,388 -0.4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$51.6M +$1.99M +21,752 +4%
BAMCO Inc
15
BAMCO Inc
New York
$50.2M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$38.3M -$140K -1,526 -0.4%
Norges Bank
17
Norges Bank
Norway
$37.4M +$8.79M +96,063 +31%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$35.7M -$2.49M -27,246 -7%
Northern Trust
19
Northern Trust
Illinois
$32.1M +$1.42M +15,544 +5%
Ameriprise
20
Ameriprise
Minnesota
$32.1M +$6.04M +66,031 +23%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$31.2M +$2.86M +31,221 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$29.7M +$2.59M +28,314 +10%
UBS AM
23
UBS AM
Illinois
$29.5M -$1.55M -16,920 -5%
Charles Schwab
24
Charles Schwab
California
$28.6M +$1.7M +18,534 +6%
SCP
25
Sandhill Capital Partners
New York
$24.9M -$2.05M -22,359 -8%