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Jacobs Solutions

530 hedge funds and large institutions have $7.24B invested in Jacobs Solutions in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 202 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 104.94%105.35% (+0.41%)

6% less call options, than puts

Call options by funds: $38.1M | Put options by funds: $40.6M

3% less funds holding

Funds holding: 548530 (-18)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

23% less capital invested

Capital invested by funds: $9.41B → $7.24B (-$2.17B)

25% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 202

Holders
530
Holders Change
-18
Holders Change %
-3.28%
% of All Funds
11.81%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
71
Increased
151
Reduced
202
Closed
84
Calls
$38.1M
Puts
$40.6M
Net Calls
-$2.44M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
426
DZ Bank
Germany
$81K -$59.2K -1,036 -38%
HNB
427
Huntington National Bank
Ohio
$81K -$1.37K -24 -1%
AIS
428
Accurate Investment Solutions
Pennsylvania
$77K
FPFS
429
First Personal Financial Services
North Carolina
$73K
AssetMark Inc
430
AssetMark Inc
California
$71K -$48.2K -843 -36%
BWP
431
Baldwin Wealth Partners
Massachusetts
$70K
RIM
432
Rampart Investment Management
Connecticut
$67K -$175K -3,066 -69%
CWA
433
Clarus Wealth Advisors
Arizona
$64K +$114 +2 +0.2%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.8K
UFG
435
United Fire Group
Iowa
$58K
AIM
436
Advantage Investment Management
Iowa
$55K -$1.31K -23 -2%
WTB
437
Washington Trust Bank
Washington
$55K
IIM
438
Ipswich Investment Management
Massachusetts
$47K +$55.3K +967 New
MS
439
Mizuho Securities
Japan
$47K +$55.3K +967 New
GEA
440
Glen Eagle Advisors
New Jersey
$43.8K -$390K -6,824 -88%
MFT
441
Moisand Fitzgerald Tamayo
Florida
$43K
PR
442
Payden & Rygel
California
$41K
CFGS
443
Concourse Financial Group Securities
Alabama
$40K +$35.2K +615 +289%
ARMT
444
Amica Retiree Medical Trust
Rhode Island
$38K
TFA
445
Toth Financial Advisory
Virginia
$36K -$746K -13,056 -95%
PCM
446
Penserra Capital Management
California
$36K -$77.2K -1,350 -64%
CSS
447
Cubist Systematic Strategies
Connecticut
$35K -$920K -16,095 -96%
PCTC
448
Perkins Coie Trust Company
Washington
$35K
CIA
449
CSat Investment Advisory
Michigan
$35K +$19.3K +337 +87%
CCM
450
Cribstone Capital Management
Maine
$32K

J Hedge Fund Activity: Q4 2018 in Review

530 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2018, worth a combined $7.24B — down 23% from $9.41B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of J and 71 opened new positions — a net loss of 13 holders — while 202 trimmed existing stakes and 151 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $294M. The largest seller was Goldman Sachs, cutting an estimated $106M.

  • 530 institutional investors held Jacobs Solutions (J) as of Q4 2018, down from 548 in Q3 2018.
  • Funds reported $7.24B of Jacobs Solutions stock for Q4 2018, down 23% quarter-over-quarter.
  • 71 funds opened new Jacobs Solutions positions in Q4 2018 and 84 closed out, a net change of -13 holders.
  • The largest Jacobs Solutions buyer in Q4 2018 was CI Investments Inc, an estimated $294M added.
  • The largest Jacobs Solutions seller in Q4 2018 was Goldman Sachs, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2018.