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JBTM

JBT Marel

278 hedge funds and large institutions have $3.44B invested in JBT Marel in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $2.8B → $3.44B (+$646M)

11% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 94

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 98.11%98.99% (+0.88%)

0% more funds holding

Funds holding: 277278 (+1)

28% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $2.42M

Holders
278
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
104
Reduced
94
Closed
36
Calls
$1.74M
Puts
$2.42M
Net Calls
-$679K
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$597M +$2.03M +19,214 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M +$4.92M +46,553 +1%
CIP
3
Champlain Investment Partners
Vermont
$174M -$3.24M -30,615 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$136M +$13.6M +128,943 +12%
State Street
5
State Street
Massachusetts
$134M +$2.19M +20,655 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$105M -$5.95M -56,261 -6%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$101M +$690K +6,524 +0.7%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$99.6M +$2.51M +23,731 +3%
TCAM
9
Turtle Creek Asset Management
Ontario, Canada
$85.3M +$8.83M +83,500 +12%
ACH
10
ArrowMark Colorado Holdings
Colorado
$85.2M -$1.78M -16,809 -2%
Brown Advisory
11
Brown Advisory
Maryland
$76.4M +$1.49M +14,084 +2%
RA
12
Royce & Associates
New York
$72.9M -$2.35M -22,224 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$72.6M +$678K +6,411 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$72.2M +$4.1M +38,744 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$64.7M +$2.91M +27,477 +5%
BAMCO Inc
16
BAMCO Inc
New York
$57.4M -$2.64M -25,000 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49M +$3.08M +29,149 +7%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$42.6M -$108K -1,025 -0.3%
Ameriprise
19
Ameriprise
Minnesota
$41.2M +$2.68M +25,355 +7%
Northern Trust
20
Northern Trust
Illinois
$39.2M +$689K +6,517 +2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$38.9M +$1.57M +14,796 +4%
Norges Bank
22
Norges Bank
Norway
$38.1M -$6.39M -60,438 -15%
UBS AM
23
UBS AM
Illinois
$35.6M +$379K +3,581 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$35.5M -$91.1K -861 -0.3%
Charles Schwab
25
Charles Schwab
California
$35.3M +$1.02M +9,643 +3%