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JBTM

JBT Marel

299 hedge funds and large institutions have $3.17B invested in JBT Marel in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 21

28% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $2.06M

9% more funds holding

Funds holding: 274299 (+25)

0.77% more ownership

Funds ownership: 99.41%100.19% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $3.33B → $3.17B (-$155M)

8% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 102

Holders
299
Holders Change
+25
Holders Change %
+9.12%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
94
Reduced
102
Closed
21
Calls
$2.65M
Puts
$2.06M
Net Calls
+$586K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$515M +$6.64M +64,072 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$347M -$782K -7,548 -0.2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$155M +$15M +144,874 +10%
CIP
4
Champlain Investment Partners
Vermont
$143M -$8.82M -85,134 -6%
State Street
5
State Street
Massachusetts
$121M -$77.4K -747 -0.1%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$91.5M +$2.18M +21,000 +2%
Victory Capital Management
7
Victory Capital Management
Texas
$87.3M +$5.35M +51,608 +6%
Morgan Stanley
8
Morgan Stanley
New York
$86.9M +$55.7M +536,944 +159%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$81.2M -$2.57M -24,794 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$75.3M +$3.7M +35,655 +5%
RA
11
Royce & Associates
New York
$72.9M -$380K -3,667 -0.5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$72.5M +$4.18M +40,366 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$66.3M +$3.22M +31,043 +5%
Brown Advisory
14
Brown Advisory
Maryland
$63.4M -$372K -3,589 -0.6%
JP Morgan Chase
15
JP Morgan Chase
New York
$59.6M +$1.68M +16,172 +3%
PCP
16
P2 Capital Partners
New York
$55.3M +$16.2M +156,241 +39%
BAMCO Inc
17
BAMCO Inc
New York
$52.2M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$46M +$231K +2,232 +0.5%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$38.1M +$656K +6,327 +2%
Norges Bank
20
Norges Bank
Norway
$35.2M +$696K +6,716 +2%
Charles Schwab
21
Charles Schwab
California
$34.8M +$613K +5,913 +2%
Northern Trust
22
Northern Trust
Illinois
$34.5M -$895K -8,637 -2%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$34.3M -$2.72M -26,243 -7%
Ameriprise
24
Ameriprise
Minnesota
$33.1M +$1.61M +15,519 +5%
UBS AM
25
UBS AM
Illinois
$32.7M -$61.2K -590 -0.2%