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Jacobs Solutions

688 hedge funds and large institutions have $14.9B invested in Jacobs Solutions in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

13% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 212

6% more funds holding

Funds holding: 648688 (+40)

2% more capital invested

Capital invested by funds: $14.6B → $14.9B (+$268M)

1.59% less ownership

Funds ownership: 105.32%103.73% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

18% less call options, than puts

Call options by funds: $34.8M | Put options by funds: $42.2M

Holders
688
Holders Change
+40
Holders Change %
+6.17%
% of All Funds
11.98%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
86
Increased
239
Reduced
212
Closed
41
Calls
$34.8M
Puts
$42.2M
Net Calls
-$7.41M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Prentice Wealth Management
New York
$658K -$16.3K -144 -2%
KFS
377
Kurt F. Somerville
$638K -$6.78K -60 -1%
Wealthfront Advisers
378
Wealthfront Advisers
California
$637K +$33.9K +300 +5%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$631K +$167K +1,478 +35%
FMBTD
380
First Midwest Bank Trust Division
Illinois
$629K -$44.3K -392 -6%
ONB
381
Old National Bancorp
Indiana
$628K -$395K -3,497 -38%
BCM
382
Boltwood Capital Management
California
$627K
SI
383
Stephens Inc
Arkansas
$626K +$114K +1,010 +22%
SAM
384
Shell Asset Management
Netherlands
$618K -$91.1K -806 -13%
TRCT
385
Tower Research Capital (TRC)
New York
$614K -$565K -4,994 -47%
LOAMS
386
Lombard Odier Asset Management (Switzerland)
Switzerland
$609K +$391K +3,456 +168%
PP
387
Paloma Partners
Connecticut
$599K +$613K +5,427 New
3LCM
388
3D/L Capital Management
Connecticut
$598K
RPC
389
Rossmore Private Capital
Connecticut
$596K +$68.3K +604 +13%
WBG
390
Wharton Business Group
Pennsylvania
$593K +$261K +2,311 +76%
WIS
391
Wright Investors Service
Connecticut
$588K +$9.49K +84 +2%
KWM
392
Kingsview Wealth Management
Oregon
$585K +$176K +1,554 +42%
PAG
393
Private Advisor Group
New Jersey
$581K +$12K +106 +2%
PAS
394
Park Avenue Securities
New York
$578K +$93.6K +828 +19%
BAMF
395
BI Asset Management Fondsmaeglerselskab
Denmark
$576K +$589K +5,215 New
PWLP
396
Prio Wealth Limited Partnership
Massachusetts
$572K -$11K -97 -2%
BIAS
397
Beacon Investment Advisory Services
New Jersey
$568K
ClearBridge Investments
398
ClearBridge Investments
New York
$560K
ANTB
399
AMG National Trust Bank
Colorado
$554K
BFO
400
Boston Family Office
Massachusetts
$550K

J Hedge Fund Activity: Q2 2021 in Review

688 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2021, worth a combined $14.9B — up 1.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new J positions and 41 closed out — a net gain of 45 holders — while 239 added to existing stakes and 212 trimmed.

The largest buyer was American Century Companies, adding an estimated $88.6M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $115M.

  • 688 institutional investors held Jacobs Solutions (J) as of Q2 2021, up from 648 in Q1 2021.
  • Funds reported $14.9B of Jacobs Solutions stock for Q2 2021, up 1.8% quarter-over-quarter.
  • 86 funds opened new Jacobs Solutions positions in Q2 2021 and 41 closed out, a net change of +45 holders.
  • The largest Jacobs Solutions buyer in Q2 2021 was American Century Companies, an estimated $88.6M added.
  • The largest Jacobs Solutions seller in Q2 2021 was Ruane, Cunniff & Goldfarb, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2021.