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Jacobs Solutions

648 hedge funds and large institutions have $14.6B invested in Jacobs Solutions in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 211 increasing their positions, 218 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

19% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 67

19% more capital invested

Capital invested by funds: $12.3B → $14.6B (+$2.34B)

2% more funds holding

Funds holding: 638648 (+10)

0.43% more ownership

Funds ownership: 104.88%105.32% (+0.43%)

3% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 218

34% less call options, than puts

Call options by funds: $37.6M | Put options by funds: $56.6M

Holders
648
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
11.38%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
80
Increased
211
Reduced
218
Closed
67
Calls
$37.6M
Puts
$56.6M
Net Calls
-$19M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
376
PFS Investments
Georgia
$544K +$485K +5,086 New
ClearBridge Investments
377
ClearBridge Investments
New York
$543K -$11.6K -121 -2%
ANTB
378
AMG National Trust Bank
Colorado
$536K
BFO
379
Boston Family Office
Massachusetts
$532K
CTA
380
Chesley Taft & Associates
Illinois
$523K
HH
381
Hilltop Holdings
Texas
$523K +$11.5K +120 +3%
OPPTF
382
OPSEU Pension Plan Trust Fund
Ontario, Canada
$521K +$9.74K +102 +2%
FWSM
383
First Wilshire Securities Management
California
$520K
EAM
384
Evanson Asset Management
California
$517K
NME
385
Notis-McConarty Edward
$517K
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$517K +$462K +4,836 New
SIP
387
Stoneridge Investment Partners
Pennsylvania
$515K +$218K +2,279 +90%
RPC
388
Rossmore Private Capital
Connecticut
$513K +$219K +2,297 +92%
RHJA
389
Rice Hall James & Associates
California
$511K
FFBTD
390
First Financial Bank - Trust Division
Ohio
$510K
Grantham, Mayo, Van Otterloo & Co (GMO)
391
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$504K +$450K +4,715 New
NB
392
NBT Bank
New York
$501K
HI
393
Horizon Investments
North Carolina
$500K -$197K -2,063 -31%
SI
394
Stephens Inc
Arkansas
$499K +$142K +1,487 +47%
BAS
395
Brown Advisory Securities
Maryland
$498K -$46.1K -483 -9%
Voloridge Investment Management
396
Voloridge Investment Management
Florida
$497K -$340K -3,563 -43%
EDRH
397
Edmond de Rothschild Holding
Switzerland
$491K +$105K +1,098 +31%
KRSITF
398
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$479K -$4.77K -50 -1%
DC
399
Davenport & Co
Virginia
$475K +$84.8K +888 +25%
PAS
400
Park Avenue Securities
New York
$472K -$228K -2,386 -35%

J Hedge Fund Activity: Q1 2021 in Review

648 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2021, worth a combined $14.6B — up 19% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new J positions and 67 closed out — a net gain of 13 holders — while 211 added to existing stakes and 218 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $124M. The largest seller was Select Equity Group, cutting an estimated $106M.

  • 648 institutional investors held Jacobs Solutions (J) as of Q1 2021, up from 638 in Q4 2020.
  • Funds reported $14.6B of Jacobs Solutions stock for Q1 2021, up 19% quarter-over-quarter.
  • 80 funds opened new Jacobs Solutions positions in Q1 2021 and 67 closed out, a net change of +13 holders.
  • The largest Jacobs Solutions buyer in Q1 2021 was T. Rowe Price Associates, an estimated $124M added.
  • The largest Jacobs Solutions seller in Q1 2021 was Select Equity Group, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2021.