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Jacobs Solutions
J

471 hedge funds and large institutions have $7.32B invested in Jacobs Solutions in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

3.81% more ownership

Funds ownership: 101.92% → 105.73% (+3.8%)

5% more capital invested

Capital invested by funds: $6.99B → $7.32B (+$327M)

1% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $10.4M

0% more funds holding

Funds holding: 469 → 471 (+2)

11% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 188

Holders
471
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
13.6%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
44
Increased
167
Reduced
188
Closed
37
Calls
$10.5M
Puts
$10.4M
Net Calls
+$139K
Net Calls Change
-$3.19M

Top Buyers

1
CG
Carmignac Gestion
France
+$190M
2
WRF
Waddell & Reed Financial
Kansas
+$115M
3
JP Morgan Chase
JP Morgan Chase
New York
+$52M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.9M
5
SAM
Silvercrest Asset Management
New York
+$36.8M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$92.5M
2
Artisan Partners
Artisan Partners
Wisconsin
-$78.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$38.2M
4
JHIU
Janus Henderson Investors US
Colorado
-$25.2M
5
PIM
Platinum Investment Management
Australia
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
376
Municipal Employees' Retirement System of Michigan
Michigan
$286K +$6.23K +121 +2%
Envestnet Asset Management
377
Envestnet Asset Management
Illinois
$286K +$11.3K +220 +4%
MLL
378
Moody Lynn & Lieberson
Massachusetts
$286K +$12.6K +244 +5%
LIM
379
Leavell Investment Management
Alabama
$284K – – –
FA
380
FDx Advisors
Illinois
$284K +$50.1K +972 +22%
ISL
381
Ingalls & Snyder LLC
New York
$271K – – –
JG
382
Jefferies Group
New York
$269K +$264K +5,120 New
OAC
383
OMERS Administration Corp
Ontario, Canada
$267K -$710K -13,782 -73%
WT
384
Whittier Trust
California
$267K – – –
MFBTD
385
MB Financial Bank - Trust Department
Illinois
$264K -$14.6K -283 -5%
WT
386
Wilmington Trust
Delaware
$264K +$18.7K +363 +8%
HCC
387
Hirtle Callaghan & Co
Pennsylvania
$254K – – –
YMRC
388
Yorktown Management & Research Company
Virginia
$254K +$249K +4,836 New
CAM
389
Congress Asset Management
Massachusetts
$251K – – –
Daiwa Securities Group
390
Daiwa Securities Group
Japan
$248K – – –
VAM
391
Visium Asset Management
New York
$247K -$275K -5,338 -53%
PA
392
Profund Advisors
Maryland
$247K -$54.4K -1,056 -18%
TYCC
393
Texas Yale Capital Corp
Florida
$241K – – –
WFM
394
Wilmington Funds Management
Delaware
$238K – – –
CT
395
Cambridge Trust
Massachusetts
$232K -$12.5K -242 -5%
SGH
396
Schonfeld Group Holdings
New York
$230K +$225K +4,372 New
BNP Paribas Asset Management
397
BNP Paribas Asset Management
France
$224K +$220K +4,272 New
AF
398
Aldebaran Financial
$222K -$40.5K -786 -16%
EMG
399
Ellington Management Group
Connecticut
$222K -$24.9K -484 -10%
BA
400
Boston Advisors
Massachusetts
$222K -$12.5K -242 -5%
14 15
16
17 18

J Hedge Fund Activity: Q1 2014 in Review

471 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2014, worth a combined $7.32B — up 4.7% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new J positions and 37 closed out — a net gain of 7 holders — while 167 added to existing stakes and 188 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $190M. The largest seller was Lord, Abbett & Co, cutting an estimated $92.5M.

  • 471 institutional investors held Jacobs Solutions (J) as of Q1 2014, up from 469 in Q4 2013.
  • Funds reported $7.32B of Jacobs Solutions stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 44 funds opened new Jacobs Solutions positions in Q1 2014 and 37 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2014 was Carmignac Gestion, an estimated $190M added.
  • The largest Jacobs Solutions seller in Q1 2014 was Lord, Abbett & Co, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2014.