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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
M
451
MOTCO
Texas
$13K – – –
FHA
452
First Horizon Advisors
Tennessee
$13K +$4.07K +79 +42%
EFSCE
453
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
PFSC
454
Peoples Financial Services Corp
Pennsylvania
$9K – – –
Manulife (Manufacturers Life Insurance)
455
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.28K +$123K +2,387 +2%
PAS
456
Partnervest Advisory Services
California
$8K – – –
TRCT
457
Tower Research Capital (TRC)
New York
$7K -$702K -13,620 -99%
LWM
458
LBA Wealth Management
Florida
$7K – – –
TFA
459
Transamerica Financial Advisors
Florida
$7K – – –
KTC
460
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
LNB
461
Ledyard National Bank
$6K – – –
MCM
462
Manchester Capital Management
Vermont
$6K – – –
WRM
463
Westport Resources Management
Connecticut
$6K – – –
BFEC
464
Benjamin F. Edwards & Company
Missouri
$6K +$6.23K +121 New
S
465
SignatureFD
Georgia
$5K +$5.05K +98 New
OC
466
Oakworth Capital
Alabama
$3K – – –
PTC
467
Private Trust Company
Ohio
$3K – – –
WA
468
WFG Advisors
Texas
$2K -$412 -8 -16%
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.75K +34 New
ACS
470
Archford Capital Strategies
Illinois
$381 +$361 +7 New
Capital Fund Management (CFM)
471
Capital Fund Management (CFM)
France
– -$11.3M -218,935 Closed
AI
472
Analytic Investors
California
– -$10.8M -207,253 Closed
IG
473
ING Group
Netherlands
– -$8.19M -157,166 Closed
Arrowstreet Capital
474
Arrowstreet Capital
Massachusetts
– -$7.87M -151,130 Closed
D.E. Shaw & Co
475
D.E. Shaw & Co
New York
– -$5.05M -98,061 Closed
17 18
19
20 21

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.