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Jacobs Solutions

460 hedge funds and large institutions have $5.53B invested in Jacobs Solutions in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

11% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $13.7M

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

1.32% less ownership

Funds ownership: 104.35%103.03% (-1.3%)

4% less funds holding

Funds holding: 480460 (-20)

9% less capital invested

Capital invested by funds: $6.09B → $5.53B (-$558M)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
460
Holders Change
-20
Holders Change %
-4.17%
% of All Funds
13.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
33
Increased
165
Reduced
179
Closed
47
Calls
$15.2M
Puts
$13.7M
Net Calls
+$1.44M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
OI
301
Oakbrook Investments
Illinois
$524K +$565K +12,966 New
WP
302
WMS Partners
Maryland
$514K -$153K -3,507 -22%
KG
303
Killen Group
Pennsylvania
$513K
KRS
304
Kentucky Retirement Systems
Kentucky
$505K +$546K +12,514 New
TCOTO
305
Trust Company of the Ozarks
Missouri
$499K -$14.5K -332 -3%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$498K -$10.6K -242 -2%
KeyBank National Association
307
KeyBank National Association
Ohio
$489K +$194K +4,443 +58%
III
308
Independent Investors Inc
New York
$488K
BCMO
309
Buckingham Capital Management (Ohio)
Ohio
$484K -$19.2K -441 -4%
N
310
Nuveen
North Carolina
$482K +$27.8K +638 +6%
Citigroup
311
Citigroup
New York
$475K -$647K -14,837 -56%
1SB
312
1ST Source Bank
Indiana
$468K -$14.2K -326 -3%
SB
313
Suntrust Banks
Georgia
$452K -$149K -3,428 -23%
Zurich Cantonal Bank
314
Zurich Cantonal Bank
Switzerland
$447K
WBC
315
Westpac Banking Corp
Australia
$440K +$11.7K +269 +3%
FC
316
Farley Capital
New York
$439K
RC
317
RegentAtlantic Capital
New Jersey
$437K -$17.1K -392 -3%
KIA
318
KCM Investment Advisors
California
$428K +$15.3K +350 +3%
Citadel Advisors
319
Citadel Advisors
Florida
$427K -$12.6M -288,924 -96%
MCM
320
Monarch Capital Management
Indiana
$410K -$15.8K -363 -3%
MAM
321
Meeder Asset Management
Ohio
$408K -$2.7K -62 -0.6%
FBNAT
322
FirstMerit Bank N.A. Trustee
Ohio
$397K -$10.6K -243 -2%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$396K +$65.9K +1,512 +18%
EAM
324
Evanson Asset Management
California
$391K
RFA
325
Reilly Financial Advisors
California
$389K +$418K +9,582 +15,970%

J Hedge Fund Activity: Q3 2014 in Review

460 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2014, worth a combined $5.53B — down 9.2% from $6.09B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of J and 33 opened new positions — a net loss of 14 holders — while 179 trimmed existing stakes and 165 added.

The largest buyer was Primecap Management, adding an estimated $113M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $180M sold.

  • 460 institutional investors held Jacobs Solutions (J) as of Q3 2014, down from 480 in Q2 2014.
  • Funds reported $5.53B of Jacobs Solutions stock for Q3 2014, down 9.2% quarter-over-quarter.
  • 33 funds opened new Jacobs Solutions positions in Q3 2014 and 47 closed out, a net change of -14 holders.
  • The largest Jacobs Solutions buyer in Q3 2014 was Primecap Management, an estimated $113M added.
  • The largest Jacobs Solutions seller in Q3 2014 was Carmignac Gestion, an estimated $180M sold.

Based on aggregated 13F filings for Q3 2014.