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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
VFA
451
Valeo Financial Advisors
Indiana
$96K -$124K -1,916 -58%
CWA
452
Clarus Wealth Advisors
Arizona
$93K +$194 +3 +0.2%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$92K
MA
454
MUFG Americas
New York
$89K
UFG
455
United Fire Group
Iowa
$84K
GWM
456
Geneos Wealth Management
Colorado
$73K +$30.4K +471 +81%
AIM
457
Advantage Investment Management
Iowa
$71K
AssetMark Inc
458
AssetMark Inc
California
$70K -$4.78K -74 -7%
CIA
459
CSat Investment Advisory
Michigan
$65K +$23.1K +358 +62%
PR
460
Payden & Rygel
California
$59K
PHK
461
Point72 Hong Kong
Hong Kong
$59K +$54.4K +843 New
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$55K
QCG
463
Quadrant Capital Group
Ohio
$53K
CFB
464
Cullen/Frost Bankers
Texas
$51K
PCTC
465
Perkins Coie Trust Company
Washington
$51K
GEA
466
Glen Eagle Advisors
New Jersey
$50.6K
CBT
467
Capital Bank & Trust
California
$48K -$2.65M -41,105 -98%
CCM
468
Cribstone Capital Management
Maine
$46K
First Manhattan
469
First Manhattan
New York
$38K
OIA
470
Optimum Investment Advisors
Illinois
$38K
TCOV
471
Trust Company of Vermont
Vermont
$37K
APA
472
American Portfolios Advisors
New York
$34.6K +$129 +2 +0.4%
WCG
473
Weaver Consulting Group
California
$34K
OSNBOA
474
Old Second National Bank of Aurora
Illinois
$34K +$6.46K +100 +25%
JFGIW
475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$31.7K +491 New

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.