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Jacobs Solutions

688 hedge funds and large institutions have $14.9B invested in Jacobs Solutions in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 239 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 41

13% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 212

6% more funds holding

Funds holding: 648688 (+40)

2% more capital invested

Capital invested by funds: $14.6B → $14.9B (+$268M)

1.59% less ownership

Funds ownership: 105.32%103.73% (-1.6%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

18% less call options, than puts

Call options by funds: $34.8M | Put options by funds: $42.2M

Holders
688
Holders Change
+40
Holders Change %
+6.17%
% of All Funds
11.98%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
86
Increased
239
Reduced
212
Closed
41
Calls
$34.8M
Puts
$42.2M
Net Calls
-$7.41M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
526
Clarius Group LLC
Washington
$238K +$3.5K +31 +1%
VWM
527
Vigilare Wealth Management
Arizona
$235K +$241K +2,134 New
MMA
528
Miracle Mile Advisors
California
$232K
AF
529
Arrow Financial
New York
$230K -$4.07K -36 -2%
WS
530
Wedbush Securities
California
$227K +$13.7K +121 +6%
GP
531
Geneva Partners
Wisconsin
$224K -$380K -3,361 -62%
CIP
532
Chartwell Investment Partners
Pennsylvania
$218K -$8.93K -79 -4%
CA
533
Centerpoint Advisors
Massachusetts
$218K
PWM
534
Perigon Wealth Management
California
$215K +$220K +1,946 New
PI
535
Pettee Investors
Connecticut
$214K
CS
536
Comerica Securities
Michigan
$213K -$144K -1,271 -40%
ESB
537
Essex Savings Bank
Connecticut
$213K +$205K +1,813 New
BFEC
538
Benjamin F. Edwards & Company
Missouri
$210K -$450K -3,978 -68%
CFB
539
Cullen/Frost Bankers
Texas
$209K +$51.1K +452 +31%
AC
540
Avestar Capital
New York
$209K +$214K +1,897 New
TPM
541
Triasima Portfolio Management
Quebec, Canada
$208K
PB
542
Pinnacle Bancorp
Nebraska
$208K +$201K +1,777 +1,630%
CA
543
Cetera Advisors
Colorado
$208K +$213K +1,885 New
ALAM
544
Asahi Life Asset Management
Japan
$208K +$213K +1,886 New
KOMWMG
545
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$207K +$212K +1,873 New
CCA
546
Checchi Capital Advisers
California
$206K +$211K +1,863 New
LFF
547
Level Four Financial
Texas
$206K +$211K +1,864 New
DFCM
548
Dark Forest Capital Management
Puerto Rico
$205K +$210K +1,861 New
EWM
549
EPG Wealth Management
Georgia
$205K +$210K +1,861 New
EF
550
Empirical Finance
Pennsylvania
$204K +$209K +1,852 New

J Hedge Fund Activity: Q2 2021 in Review

688 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2021, worth a combined $14.9B — up 1.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new J positions and 41 closed out — a net gain of 45 holders — while 239 added to existing stakes and 212 trimmed.

The largest buyer was American Century Companies, adding an estimated $88.6M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $115M.

  • 688 institutional investors held Jacobs Solutions (J) as of Q2 2021, up from 648 in Q1 2021.
  • Funds reported $14.9B of Jacobs Solutions stock for Q2 2021, up 1.8% quarter-over-quarter.
  • 86 funds opened new Jacobs Solutions positions in Q2 2021 and 41 closed out, a net change of +45 holders.
  • The largest Jacobs Solutions buyer in Q2 2021 was American Century Companies, an estimated $88.6M added.
  • The largest Jacobs Solutions seller in Q2 2021 was Ruane, Cunniff & Goldfarb, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2021.