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Jacobs Solutions
J

450 hedge funds and large institutions have $5.07B invested in Jacobs Solutions in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $11.7M

2.23% more ownership

Funds ownership: 103.03% → 105.25% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 56

2% less funds holding

Funds holding: 460 → 450 (-10)

8% less capital invested

Capital invested by funds: $5.53B → $5.07B (-$460M)

31% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 193

Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
134
Reduced
193
Closed
56
Calls
$13.7M
Puts
$11.7M
Net Calls
+$1.95M
Net Calls Change
+$509K

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$96.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$93M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$80.6M
4
GAM
Gotham Asset Management
New York
+$69.8M
5
Primecap Management
Primecap Management
California
+$51.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$195M
2
Invesco
Invesco
Georgia
-$133M
3
WRF
Waddell & Reed Financial
Kansas
-$79.1M
4
DDC
DF Dent & Co
Maryland
-$56.3M
5
FCM
Frontier Capital Management
Massachusetts
-$47.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$44.5M +$861K +22,595 +2%
GC
27
Guggenheim Capital
Illinois
$43.8M +$18.6M +487,345 +70%
VDBMI
28
Van Den Berg Management I
Texas
$41.9M -$1.87M -49,100 -4%
BG
29
BlackRock Group
United Kingdom
$39.9M +$4.95M +129,924 +14%
William Blair & Company
30
William Blair & Company
Illinois
$39.7M +$4.44M +116,346 +12%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$38.4M +$17.8M +467,146 +82%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$34.2M +$918K +24,089 +3%
Wells Fargo
33
Wells Fargo
California
$32.6M +$7.08M +185,757 +27%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$32.2M +$7.17M +187,946 +27%
HCM
35
Highbridge Capital Management
New York
$32.1M +$25M +656,696 +311%
SAM
36
Silvercrest Asset Management
New York
$30.9M -$14.4M -378,514 -31%
CS
37
Credit Suisse
Switzerland
$30.6M +$6.8M +178,361 +27%
KIG
38
Kovitz Investment Group
Illinois
$30.5M +$31.4M +824,608 New
FPP
39
Findlay Park Partners
United Kingdom
$29.9M -$15M -392,916 -33%
RA
40
Royce & Associates
New York
$29.6M +$8.37M +219,525 +38%
PIM
41
Platinum Investment Management
Australia
$28.9M – – –
H
42
Hexavest
Quebec, Canada
$28M +$256K +6,724 +0.9%
Calamos Advisors
43
Calamos Advisors
Illinois
$27.1M -$560K -14,678 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$27M +$18.5M +484,707 +198%
CAM
45
Cacti Asset Management
Georgia
$25.5M -$63.4K -1,662 -0.2%
Legal & General Group
46
Legal & General Group
United Kingdom
$25.1M +$235K +6,158 +0.9%
HCM
47
Hahn Capital Management
California
$24.4M +$2.22M +58,188 +10%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$22.3M +$3.19M +83,721 +16%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$21.8M -$240K -6,291 -1%
Invesco
50
Invesco
Georgia
$20.3M -$133M -3,498,280 -86%
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J Hedge Fund Activity: Q4 2014 in Review

450 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2014, worth a combined $5.07B — down 8.3% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of J and 52 opened new positions — a net loss of 4 holders — while 193 trimmed existing stakes and 134 added.

The largest buyer was Artisan Partners, adding an estimated $96.3M. The largest seller was Ameriprise, cutting an estimated $195M.

  • 450 institutional investors held Jacobs Solutions (J) as of Q4 2014, down from 460 in Q3 2014.
  • Funds reported $5.07B of Jacobs Solutions stock for Q4 2014, down 8.3% quarter-over-quarter.
  • 52 funds opened new Jacobs Solutions positions in Q4 2014 and 56 closed out, a net change of -4 holders.
  • The largest Jacobs Solutions buyer in Q4 2014 was Artisan Partners, an estimated $96.3M added.
  • The largest Jacobs Solutions seller in Q4 2014 was Ameriprise, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2014.