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Jacobs Solutions

556 hedge funds and large institutions have $9.3B invested in Jacobs Solutions in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 156 increasing their positions, 238 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $4.43M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.32% more ownership

Funds ownership: 107.03%107.35% (+0.32%)

3% less funds holding

Funds holding: 572556 (-16)

11% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 70

12% less capital invested

Capital invested by funds: $10.6B → $9.3B (-$1.3B)

34% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 238

Holders
556
Holders Change
-16
Holders Change %
-2.8%
% of All Funds
12.25%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
62
Increased
156
Reduced
238
Closed
70
Calls
$22.3M
Puts
$4.43M
Net Calls
+$17.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
501
Monetary Management Group
Missouri
$16K
PFBT
502
Parkside Financial Bank & Trust
Missouri
$15K -$1.5K -20 -8%
BAM
503
Bellevue Asset Management
Washington
$15K
Lazard Asset Management
504
Lazard Asset Management
New York
$15K +$17.8K +237 New
TCM
505
Tradewinds Capital Management
Washington
$14K
CFG
506
Citizens Financial Group
Rhode Island
$13K -$301 -4 -2%
IA
507
IFP Advisors
Florida
$13K
Loomis, Sayles & Company
508
Loomis, Sayles & Company
Massachusetts
$12K -$52.6K -699 -79%
ZB
509
Zions Bancorporation
Utah
$11K
CA
510
Clearstead Advisors
Ohio
$9K +$10K +133 New
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
AIM
512
Artemis Investment Management
United Kingdom
$8K +$1.58M +21,055 +21%
SFSIG
513
San Francisco Sentry Investment Group
California
$7K
SLF
514
Sun Life Financial
Ontario, Canada
$7K +$150 +2 +2%
AWA
515
Arkadios Wealth Advisors
Georgia
$6.42K -$45.4K -604 -86%
FHA
516
First Horizon Advisors
Tennessee
$6K
FRA
517
Front Row Advisors
California
$6K
PB
518
Pinnacle Bancorp
Nebraska
$6K
LSA
519
Lion Street Advisors
Texas
$6K +$7.07K +94 New
AIM
520
Anchor Investment Management
South Carolina
$5.95K +$6.84K +91 New
Twin Tree Management
521
Twin Tree Management
Texas
$5K -$889K -11,827 -99%
EARNEST Partners
522
EARNEST Partners
Georgia
$5K
TPWA
523
TRUE Private Wealth Advisors
Oregon
$5K
TFO
524
Tarbox Family Office
California
$5K +$1.8K +24 +41%
GSWM
525
Golden State Wealth Management
California
$5K +$5.19K +69 New

J Hedge Fund Activity: Q1 2020 in Review

556 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2020, worth a combined $9.3B — down 12% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of J and 62 opened new positions — a net loss of 8 holders — while 238 trimmed existing stakes and 156 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $107M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $125M.

  • 556 institutional investors held Jacobs Solutions (J) as of Q1 2020, down from 572 in Q4 2019.
  • Funds reported $9.3B of Jacobs Solutions stock for Q1 2020, down 12% quarter-over-quarter.
  • 62 funds opened new Jacobs Solutions positions in Q1 2020 and 70 closed out, a net change of -8 holders.
  • The largest Jacobs Solutions buyer in Q1 2020 was T. Rowe Price Associates, an estimated $107M added.
  • The largest Jacobs Solutions seller in Q1 2020 was Ruane, Cunniff & Goldfarb, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2020.