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Jacobs Solutions

659 hedge funds and large institutions have $14.7B invested in Jacobs Solutions in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 230 increasing their positions, 220 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 220

0.55% less ownership

Funds ownership: 103.73%103.18% (-0.55%)

1% less capital invested

Capital invested by funds: $14.9B → $14.7B (-$166M)

4% less funds holding

Funds holding: 688659 (-29)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $79M

26% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 66

Holders
659
Holders Change
-29
Holders Change %
-4.22%
% of All Funds
11.54%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
49
Increased
230
Reduced
220
Closed
66
Calls
$68.3M
Puts
$79M
Net Calls
-$10.7M
Net Calls Change
-$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
501
Comerica Securities
Michigan
$225K +$13.9K +126 +7%
EWM
502
EPG Wealth Management
Georgia
$224K +$20.2K +183 +10%
CCFM
503
Clear Creek Financial Management
Washington
$222K +$224K +2,024 New
BRWA
504
B. Riley Wealth Advisors
Florida
$221K +$222K +2,008 New
TI
505
Tidal Investments
Wisconsin
$221K +$223K +2,019 New
Fidelity International
506
Fidelity International
Bermuda
$219K -$193K -1,747 -47%
CA
507
Centerpoint Advisors
Massachusetts
$217K
CIP
508
Chartwell Investment Partners
Pennsylvania
$217K +$111 +1 +0.1%
PCP
509
Proficio Capital Partners
Massachusetts
$216K -$27.3K -247 -11%
IAA
510
Independent Advisor Alliance
North Carolina
$216K +$218K +1,969 New
EF
511
Empirical Finance
Pennsylvania
$215K +$12.6K +114 +6%
Wolverine Trading
512
Wolverine Trading
Illinois
$213K -$237K -2,141 -53%
SWA
513
Stratos Wealth Advisors
Ohio
$211K -$43.6K -394 -17%
CFB
514
Cullen/Frost Bankers
Texas
$208K
AC
515
Avestar Capital
New York
$208K +$553 +5 +0.3%
TPM
516
Triasima Portfolio Management
Quebec, Canada
$207K
TMAM
517
Tokio Marine Asset Management
Japan
$205K +$207K +1,873 New
CCA
518
Checchi Capital Advisers
California
$204K
EH
519
Equitable Holdings
New York
$202K
ESB
520
Essex Savings Bank
Connecticut
$202K
SW
521
SVB Wealth
Massachusetts
$201K +$202K +1,829 New
PWM
522
Perigon Wealth Management
California
$200K -$13.3K -120 -6%
APA
523
American Portfolios Advisors
New York
$197K -$533K -4,822 -73%
IA
524
IFP Advisors
Florida
$197K +$15K +136 +8%
ST
525
Smithfield Trust
Pennsylvania
$196K

J Hedge Fund Activity: Q3 2021 in Review

659 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2021, worth a combined $14.7B — down 1.1% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of J and 49 opened new positions — a net loss of 17 holders — while 220 trimmed existing stakes and 230 added.

The largest buyer was Ninety One (UK), adding an estimated $67.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $137M.

  • 659 institutional investors held Jacobs Solutions (J) as of Q3 2021, down from 688 in Q2 2021.
  • Funds reported $14.7B of Jacobs Solutions stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 49 funds opened new Jacobs Solutions positions in Q3 2021 and 66 closed out, a net change of -17 holders.
  • The largest Jacobs Solutions buyer in Q3 2021 was Ninety One (UK), an estimated $67.4M added.
  • The largest Jacobs Solutions seller in Q3 2021 was T. Rowe Price Associates, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2021.