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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.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 1216 (+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: 638648 (+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

Holders
648
Holders Change
+10
Holders Change %
+1.57%
% of All Funds
11.38%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
80
Increased
211
Reduced
218
Closed
67
Calls
$37.6M
Puts
$56.6M
Net Calls
-$19M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Arrow Financial
New York
$227K -$8.78K -92 -4%
DADC
502
D.A. Davidson & Co
Montana
$227K +$202K +2,118 New
AGM
503
Alpine Global Management
New York
$225K +$201K +2,101 New
MMA
504
Miracle Mile Advisors
California
$225K +$201K +2,102 New
PCP
505
Proficio Capital Partners
Massachusetts
$222K +$198K +2,079 New
CIP
506
Chartwell Investment Partners
Pennsylvania
$220K +$196K +2,058 New
LOAMS
507
Lombard Odier Asset Management (Switzerland)
Switzerland
$220K +$196K +2,058 New
SWA
508
Stratos Wealth Advisors
Ohio
$215K +$192K +2,013 New
CA
509
Centerpoint Advisors
Massachusetts
$211K
Skandinaviska Enskilda Banken (SEB)
510
Skandinaviska Enskilda Banken (SEB)
Sweden
$210K
CASB
511
Cape Ann Savings Bank
Massachusetts
$210K +$188K +1,967 New
WS
512
Wedbush Securities
California
$207K +$185K +1,933 New
PI
513
Pettee Investors
Connecticut
$207K +$185K +1,940 New
TPM
514
Triasima Portfolio Management
Quebec, Canada
$202K +$180K +1,886 New
ST
515
Smithfield Trust
Pennsylvania
$191K
GWM
516
Geneos Wealth Management
Colorado
$179K -$6.11K -64 -4%
MCM
517
Manchester Capital Management
Vermont
$168K -$859 -9 -0.6%
ICOM
518
Investment Counselors of Maryland
Maryland
$165K
SIM
519
Sentry Investment Management
Wisconsin
$157K -$806K -8,445 -85%
BWP
520
Baldwin Wealth Partners
Massachusetts
$155K
CFB
521
Cullen/Frost Bankers
Texas
$155K +$68.8K +721 +99%
HNB
522
Huntington National Bank
Ohio
$143K -$20.1K -211 -14%
WAM
523
Wolverine Asset Management
Illinois
$136K +$122K +1,280 New
APWA
524
Atlas Private Wealth Advisors
New Jersey
$132K
HI
525
Harbour Investments
Wisconsin
$124K +$111K +1,163 New

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.