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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
SIC
451
Shoker Investment Counsel
Ohio
$313K +$477 +5 +0.2%
VI
452
Vestcor Inc
New Brunswick, Canada
$312K -$6.49K -68 -2%
BCV
453
Banque Cantonale Vaudoise
Switzerland
$310K -$328K -3,435 -54%
CTC
454
Central Trust Company
Missouri
$310K
WA
455
WESPAC Advisors
California
$310K
MWM
456
Mission Wealth Management
California
$294K +$262K +2,746 New
ACA
457
Atlas Capital Advisors
Wyoming
$293K
HCM
458
Hilton Capital Management
New York
$290K -$11.3K -118 -4%
Rafferty Asset Management
459
Rafferty Asset Management
New York
$290K +$259K +2,717 New
CNC
460
Canandaigua National Corp
New York
$289K -$467K -4,893 -64%
WT
461
Whittier Trust
California
$289K
PAMG
462
Patton Albertson Miller Group
Tennessee
$287K -$30.2K -316 -11%
BCA
463
Bay Colony Advisors
Massachusetts
$284K
BSW
464
Buckingham Strategic Wealth
Missouri
$279K
LTI
465
Laffer Tengler Investments
Tennessee
$279K +$249K +2,607 New
BJL
466
Brighton Jones LLC
Washington
$278K +$248K +2,598 New
PMFA
467
Plante Moran Financial Advisors
Michigan
$277K
KAS
468
Kestra Advisory Services
Texas
$277K +$247K +2,587 New
ESCM
469
Echo Street Capital Management
New York
$275K +$245K +2,570 New
VCG
470
Vantage Consulting Group
Virginia
$272K +$53.6K +562 +28%
BOTW
471
Bank of the West
California
$268K
BBA
472
BLB&B Advisors
Pennsylvania
$265K -$92.3K -967 -28%
SHGA
473
Sand Hill Global Advisors
California
$264K
LIA
474
LS Investment Advisors
Michigan
$260K -$122K -1,279 -34%
WANY
475
Wealthspire Advisors (New York)
New York
$260K +$10.5K +110 +5%

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.