JBHT ranks #593 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
JBHT is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.
JBHT is a top-conviction position for Hexagon Capital Partners LLC — at 15.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in JBHT belongs to BlackRock, Inc., but the position matters far more to Hexagon Capital Partners LLC, who has 15.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its JBHT position for two straight quarters, increasing it by $697.3M to reach $1.8B today.
Ken Griffin has trimmed its JBHT position for two straight quarters, cutting it by $258.3M while still holding $44.2M.
JBHT is up 1.7% today, and institutions have been net buyers of $7.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.