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JBTM

JBT Marel

298 hedge funds and large institutions have $3.22B invested in JBT Marel in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

24% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $3.03M

6.15% more ownership

Funds ownership: 100.2%106.35% (+6.1%)

3% more funds holding

Funds holding: 288298 (+10)

4% less capital invested

Capital invested by funds: $3.34B → $3.22B (-$125M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
120
Reduced
86
Closed
39
Calls
$3.75M
Puts
$3.03M
Net Calls
+$721K
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$473M -$13.7M -145,645 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M -$9.08M -96,256 -3%
CIP
3
Champlain Investment Partners
Vermont
$146M -$1.18M -12,550 -0.8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$122M +$44M +466,846 +57%
State Street
5
State Street
Massachusetts
$120M +$3.43M +36,312 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$118M +$33.2M +352,122 +40%
Victory Capital Management
7
Victory Capital Management
Texas
$114M +$218K +2,309 +0.2%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$104M -$48.2M -511,406 -32%
AllianceBernstein
9
AllianceBernstein
Tennessee
$104M +$99.2M +1,051,612 +2,639%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$90.4M +$2.36M +24,981 +3%
RA
11
Royce & Associates
New York
$76.1M +$6.26M +66,396 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$73.9M +$1.84M +19,549 +3%
PCP
13
P2 Capital Partners
New York
$71.2M +$9.31M +98,726 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$69M +$3.46M +36,636 +5%
BAMCO Inc
15
BAMCO Inc
New York
$64.1M +$2.36M +25,000 +4%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$51.1M +$50.7M +537,611 New
Bank of America
17
Bank of America
North Carolina
$47.6M +$18.2M +192,941 +63%
Mirae Asset Global ETFs Holdings
18
Mirae Asset Global ETFs Holdings
Hong Kong
$43.4M +$43.1M +456,859 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$42.9M +$1.85M +19,649 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$40.1M -$19.9M -210,843 -33%
Charles Schwab
21
Charles Schwab
California
$36.3M +$1.88M +19,963 +6%
Ameriprise
22
Ameriprise
Minnesota
$35.6M +$4.34M +46,012 +14%
Morgan Stanley
23
Morgan Stanley
New York
$32.2M +$625K +6,628 +2%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$31.1M +$30.9M +327,043 New
Northern Trust
25
Northern Trust
Illinois
$30.6M -$1.38M -14,614 -4%