The cluster is overwhelmingly driven by a single fund (Assenagon) making a massive conviction bet post-earnings. Monitor Jabil's Q1 FY2027 results (due ~Dec 2026) to see if the strong guidance materializes — the 13F data is already stale and the fund may have adjusted since quarter-end.
Executive Summary
A bullish institutional cluster formed in JBL during Q3 2026, with 5 buyers adding $184M in net new holdings versus 1 seller trimming $3M. The dominant move was Assenagon Asset Management nearly 9x-ing its position to $212.8M, likely reacting to Jabil's strong FY2027 guidance (core EPS +34% YoY, revenue +24% YoY) reported 23 days ago.
Key Financial Metrics
Institutional Positions
Net institutional flow: $184.0M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +844.8% | $212.8M | $182.5M |
| Pensiondanmark Pensionsforsikringsaktieselskab | ADD | +80.9% | $6.7M | $1.7M |
| Assetmark | ADD | +28.6% | $112.0K | -$5.0K |
| Abn Amro Investment Solutions | ADD | +30.5% | $2.2M | -$66.0K |
| Hb Wealth Management | ADD | +28.4% | $2.5M | -$115.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | TRIM | -69.5% | $3.9M | -$3.0M |
Key Facts
- 5 institutional buyers added $184.0M in net new JBL holdings during Q3 2026
- Assenagon Asset Management increased its stake 844.8% to $212.8M, accounting for 99% of total buying value
- Only 1 seller trimmed $3.0M (Concurrent Investment Advisors, -69.5%)
- Cluster follows Jabil's Q4 FY2026 earnings beat (core EPS $4.40 vs $4.05 consensus) and strong FY2027 guidance (revenue +24%, core EPS +34%)
- All 6 funds are asset managers — no activist, quant, or family office presence
Financial Impact
5 institutions accumulated $184.0M in net new JBL positions, while 1 seller reduced holdings by $3.0M
Risk Factors
- 13F data is 45+ days stale — positions may have already been unwound
- Assenagon's single-fund dominance (95% of buying value) creates concentration risk if that fund reverses
- All funds are asset managers, not high-conviction activists — signal may be passive or momentum-chasing
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-JBL-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $283.40 | awaiting T+1 | — | — |
Oct 23, 2026 4d ago | Institutional Cluster | $273.97 $275.68 | ▲ +0.62% | ▼ −0.09% | — |
Oct 20, 2026 7d ago | 144 | $280.99 $267.41 | ▼ −4.83% | ▼ −3.65% | — |
Sep 30, 2026 27d ago | 8-K | $286.86 $299.79 | ▲ +4.51% | ▲ +4.33% | — |
Aug 5, 2026 11w ago | Insider Cluster | $344.60 $341.15 | ▼ −1.00% | ▼ −1.61% | — |
Jun 17, 2026 18w ago | 8-K | $374.98 $371.88 | ▼ −0.83% | ▼ −1.61% | — |
Apr 17, 2026 27w ago | 144 | $330.28 $333.68 | ▲ +1.03% | ▲ +1.68% | — |
Apr 16, 2026 27w ago | Insider Cluster | $337.41 $342.39 | ▲ +1.48% | ▲ +1.26% | — |
Apr 13, 2026 28w ago | Insider Cluster | $305.37 $305.97 | ▼ −0.20% | ▲ +1.01% | — |
Apr 9, 2026 28w ago | Insider Cluster | $299.50 $305.37 | ▼ −1.96% | ▼ −0.98% | — |
US Market Status
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