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Jacobs Solutions

549 hedge funds and large institutions have $11B invested in Jacobs Solutions in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 45

6% more capital invested

Capital invested by funds: $10.4B → $11B (+$666M)

2% more funds holding

Funds holding: 539549 (+10)

9% more call options, than puts

Call options by funds: $49.9M | Put options by funds: $45.6M

1.19% less ownership

Funds ownership: 108.66%107.47% (-1.2%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

17% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 208

Holders
549
Holders Change
+10
Holders Change %
+1.86%
% of All Funds
12.04%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.35%
New
56
Increased
173
Reduced
208
Closed
45
Calls
$49.9M
Puts
$45.6M
Net Calls
+$4.28M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
26
Artisan Partners
Wisconsin
$84M -$69.4M -970,060 -47%
CAM
27
Cacti Asset Management
Georgia
$79.4M -$77K -1,076 -0.1%
SAM
28
Scopus Asset Management
New York
$74.1M -$4.64M -64,884 -6%
FCM
29
Frontier Capital Management
Massachusetts
$72.3M +$68.3M +955,129 New
Goldman Sachs
30
Goldman Sachs
New York
$71.8M -$15M -210,337 -18%
American Century Companies
31
American Century Companies
Missouri
$60.5M -$38.7M -540,791 -40%
EIP
32
Epoch Investment Partners
New York
$53.2M -$27.7M -387,169 -36%
SCM
33
Sterling Capital Management
North Carolina
$52.9M -$3.57M -49,937 -7%
Kovitz Investment Group Partners
34
Kovitz Investment Group Partners
Illinois
$52.3M -$46.8M -653,704 -49%
VM
35
Valinor Management
New York
$51.8M +$48.9M +683,783 New
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$50.4M +$155K +2,165 +0.3%
FIM
37
Foresters Investment Management
New York
$50.2M -$6.59M -92,076 -12%
N
38
Nuveen
North Carolina
$46M +$144K +2,006 +0.3%
UBS AM
39
UBS AM
Illinois
$45.1M +$3.87M +54,042 +10%
SC
40
Samlyn Capital
New York
$43.1M +$1.58M +22,147 +4%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$42M -$51.1M -714,590 -56%
Swiss National Bank
42
Swiss National Bank
Switzerland
$41.3M -$328K -4,579 -0.8%
HCM
43
Hahn Capital Management
California
$31.8M -$6.95M -97,087 -19%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$31.7M +$6.52M +91,198 +28%
Citadel Advisors
45
Citadel Advisors
Florida
$30.8M -$98M -1,369,876 -77%
PPA
46
Parametric Portfolio Associates
Washington
$30.1M +$658K +9,201 +2%
ZIC
47
ZWJ Investment Counsel
Georgia
$28.7M +$341K +4,768 +1%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$28.1M -$2.89M -40,355 -10%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$27.6M -$1.16M -16,223 -4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$26.7M -$320K -4,473 -1%

J Hedge Fund Activity: Q3 2019 in Review

549 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2019, worth a combined $11B — up 6.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new J positions and 45 closed out — a net gain of 11 holders — while 173 added to existing stakes and 208 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $293M. The largest seller was Fidelity Investments, cutting an estimated $139M.

  • 549 institutional investors held Jacobs Solutions (J) as of Q3 2019, up from 539 in Q2 2019.
  • Funds reported $11B of Jacobs Solutions stock for Q3 2019, up 6.4% quarter-over-quarter.
  • 56 funds opened new Jacobs Solutions positions in Q3 2019 and 45 closed out, a net change of +11 holders.
  • The largest Jacobs Solutions buyer in Q3 2019 was T. Rowe Price Associates, an estimated $293M added.
  • The largest Jacobs Solutions seller in Q3 2019 was Fidelity Investments, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2019.