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Jacobs Solutions

539 hedge funds and large institutions have $10.4B invested in Jacobs Solutions in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 170 increasing their positions, 200 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

7% more capital invested

Capital invested by funds: $9.65B → $10.4B (+$702M)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0% less funds holding

Funds holding: 540539 (-1)

2.57% less ownership

Funds ownership: 111.23%108.66% (-2.6%)

15% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 200

42% less call options, than puts

Call options by funds: $29.2M | Put options by funds: $50.2M

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.71%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
65
Increased
170
Reduced
200
Closed
56
Calls
$29.2M
Puts
$50.2M
Net Calls
-$21M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
376
Chesley Taft & Associates
Illinois
$333K
TW
377
Transform Wealth
Colorado
$330K -$24.3K -377 -7%
MME
378
Meag Munich Ergo
Germany
$330K
BTS
379
BB&T Securities
Virginia
$324K +$1.35K +21 +0.5%
ACA
380
Atlas Capital Advisors
Wyoming
$323K +$18.9K +293 +7%
SS
381
Simplicity Solutions
Minnesota
$310K +$286K +4,438 New
PFO
382
Pathstone Family Office
New Jersey
$307K +$283K +4,391 New
TBNY
383
Trustco Bank (New York)
New York
$305K -$3.94K -61 -1%
KA
384
Klingman & Associates
New York
$298K
1832 Asset Management
385
1832 Asset Management
Ontario, Canada
$295K -$3.31M -51,261 -92%
MCM
386
MAI Capital Management
Ohio
$295K +$273K +4,227 New
Tudor Investment Corp
387
Tudor Investment Corp
Connecticut
$292K +$270K +4,183 New
STMM
388
South Texas Money Management
Texas
$286K +$46.1K +715 +21%
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$285K +$65 +1 +0%
SI
390
Stephens Inc
Arkansas
$283K -$9.88K -153 -4%
CFA
391
Carroll Financial Associates
North Carolina
$278K +$226K +3,504 +724%
TYCC
392
Texas Yale Capital Corp
Florida
$274K -$277K -4,286 -52%
CI
393
Cigna Investments
Connecticut
$274K -$19.5K -302 -7%
1SB
394
1ST Source Bank
Indiana
$274K -$5.16K -80 -2%
ECM
395
Estabrook Capital Management
New York
$270K
WWM
396
Western Wealth Management
Colorado
$267K
AF
397
Arrow Financial
New York
$263K -$21.5K -333 -8%
PCM
398
Palisade Capital Management
New Jersey
$261K
TW
399
TrinityPoint Wealth
Connecticut
$258K
FAIM
400
Financial Advocates Investment Management
Washington
$254K -$27.3K -423 -10%

J Hedge Fund Activity: Q2 2019 in Review

539 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2019, worth a combined $10.4B — up 7.3% from $9.65B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new J positions and 56 closed out — a net gain of 9 holders — while 170 added to existing stakes and 200 trimmed.

The largest buyer was Suvretta Capital Management, opening a new position worth an estimated $104M. The largest seller was Fidelity Investments, cutting an estimated $133M.

  • 539 institutional investors held Jacobs Solutions (J) as of Q2 2019, down from 540 in Q1 2019.
  • Funds reported $10.4B of Jacobs Solutions stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 65 funds opened new Jacobs Solutions positions in Q2 2019 and 56 closed out, a net change of +9 holders.
  • The largest Jacobs Solutions buyer in Q2 2019 was Suvretta Capital Management, an estimated $104M added.
  • The largest Jacobs Solutions seller in Q2 2019 was Fidelity Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2019.