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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
TCWM
526
Total Clarity Wealth Management
Illinois
$120K +$107K +1,118 New
OSAM
527
O'Shaughnessy Asset Management
Connecticut
$115K -$43.3K -454 -30%
MF
528
Manchester Financial
California
$114K +$98.1K +1,028 +2,856%
SQA
529
Simon Quick Advisors
New Jersey
$108K +$40.4K +423 +71%
EWM
530
Elmwood Wealth Management
California
$106K +$94.8K +993 New
FCB
531
First Command Bank
Texas
$105K
FCFS
532
First Command Financial Services
Texas
$105K
GLLW
533
Graves Light Lenhart Wealth
Virginia
$104K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$103K
BC
535
Bartlett & Co
Ohio
$103K
SWM
536
Spire Wealth Management
Virginia
$103K +$91.7K +961 New
MIFH
537
Migdal Insurance & Financial Holdings
Israel
$99K +$88.6K +928 New
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$92K
NIC
539
Northwest Investment Counselors
Oregon
$86K +$77.1K +808 New
NSIM
540
North Star Investment Management
Illinois
$84K
S
541
SignatureFD
Georgia
$80K +$95 +1 +0.1%
CFA
542
Carroll Financial Associates
North Carolina
$79K
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$73K -$115K -1,209 -64%
CCA
544
Column Capital Advisors
Indiana
$71K -$2.29K -24 -4%
WAS
545
Winch Advisory Services
Wisconsin
$69K
CFGS
546
Concourse Financial Group Securities
Alabama
$68K
ED
547
Exane Derivatives
France
$67.9K +$9.36K +98 +18%
EI
548
Ellevest Inc
New York
$63K
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$62K
CAL
550
Capital Analysts LLC
Pennsylvania
$62K +$52K +545 +1,652%

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.