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.
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+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: 638 → 648 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$124M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$58.5M |
| 3 |
BlackRock
New York
|
+$52.7M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$106M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$55.9M |
| 3 |
SCM
Suvretta Capital Management
New York
|
-$50.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$33.3M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$31.9M |
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.