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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
MAU
501
MRA Associates USA
Arizona
$8.86K +$8.2K +127 New
SLF
502
Sun Life Financial
Ontario, Canada
$8K -$8.26K -128 -53%
Canada Pension Plan Investment Board
503
Canada Pension Plan Investment Board
Ontario, Canada
$8K
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
CAC
505
Certified Advisory Corp
Florida
$8K +$7.81K +121 New
TL
506
TrueWealth LLC
Georgia
$8K +$7.81K +121 New
GSWM
507
Golden State Wealth Management
California
$7K
SFSIG
508
San Francisco Sentry Investment Group
California
$7K
EARNEST Partners
509
EARNEST Partners
Georgia
$6K
FRA
510
Front Row Advisors
California
$6K
PB
511
Pinnacle Bancorp
Nebraska
$6K
TFS
512
TrustCore Financial Services
Tennessee
$6K
DWM
513
Doyle Wealth Management
Florida
$6K +$5.87K +91 New
TPWA
514
TRUE Private Wealth Advisors
Oregon
$6K +$5.87K +91 New
PCP
515
Proficio Capital Partners
Massachusetts
$5K -$387 -6 -8%
LWCFA
516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
TFO
517
Tarbox Family Office
California
$5K
BCI
518
Brinker Capital Investments
Pennsylvania
$4K
GWS
519
Glassman Wealth Services
Virginia
$4K +$452 +7 +14%
SWA
520
Sutton Wealth Advisors
Florida
$3.97K +$710 +11 +24%
LC
521
Lindbrook Capital
California
$3K
MCM
522
Manchester Capital Management
Vermont
$3K
WTC
523
WhitTier Trust Company
Nevada
$3K
CI
524
CX Institutional
Indiana
$3K +$387 +6 +15%
MF
525
Manchester Financial
California
$3K +$2.32K +36 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.