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JBTM

JBT Marel

277 hedge funds and large institutions have $3.83B invested in JBT Marel in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $1.01M

11% more capital invested

Capital invested by funds: $3.44B → $3.83B (+$387M)

1.22% more ownership

Funds ownership: 98.99%100.21% (+1.2%)

0% less funds holding

Funds holding: 278277 (-1)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 112

Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
86
Reduced
112
Closed
29
Calls
$2.95M
Puts
$1.01M
Net Calls
+$1.94M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$649M -$12M -109,655 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$427M -$4.76M -43,413 -1%
CIP
3
Champlain Investment Partners
Vermont
$184M -$7.65M -69,725 -4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$152M +$32.2M +293,970 +31%
State Street
5
State Street
Massachusetts
$147M -$1.9M -17,363 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$143M -$7.33M -66,813 -5%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$111M -$430K -3,922 -0.4%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$105M -$5.28M -48,190 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$83.1M +$2.22M +20,205 +3%
TCAM
10
Turtle Creek Asset Management
Ontario, Canada
$81.4M -$12M -109,666 -14%
RA
11
Royce & Associates
New York
$80.1M -$744K -6,785 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$79.5M -$605K -5,519 -0.8%
ACH
13
ArrowMark Colorado Holdings
Colorado
$79.1M -$13.9M -126,837 -16%
Brown Advisory
14
Brown Advisory
Maryland
$79M -$5.25M -47,849 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$74.1M +$2.06M +18,745 +3%
BAMCO Inc
16
BAMCO Inc
New York
$63.7M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$59.1M +$4.33M +39,450 +9%
Victory Capital Management
18
Victory Capital Management
Texas
$47.8M +$42.4M +386,401 +5,278%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$47.1M -$143K -1,303 -0.3%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$45.5M +$8.85M +80,690 +27%
Northern Trust
21
Northern Trust
Illinois
$43.2M -$217K -1,980 -0.6%
Norges Bank
22
Norges Bank
Norway
$42.1M -$192K -1,747 -0.5%
PCP
23
P2 Capital Partners
New York
$40.8M +$16.4M +149,856 +80%
Ameriprise
24
Ameriprise
Minnesota
$40.5M -$4.7M -42,889 -11%
Charles Schwab
25
Charles Schwab
California
$40M +$734K +6,689 +2%