We are live on ! Find out more
J icon

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
HI
526
Harbour Investments
Wisconsin
$193K -$1.11K -10 -0.6%
MCM
527
Manchester Capital Management
Vermont
$172K
BFEC
528
Benjamin F. Edwards & Company
Missouri
$164K -$44.7K -404 -21%
BWP
529
Baldwin Wealth Partners
Massachusetts
$159K
HA
530
Herold Advisors
New York
$159K +$160K +1,451 New
Skandinaviska Enskilda Banken (SEB)
531
Skandinaviska Enskilda Banken (SEB)
Sweden
$149K
AAP
532
Arax Advisory Partners
Colorado
$148K +$884 +8 +0.6%
S
533
SignatureFD
Georgia
$148K +$50.2K +454 +51%
HNB
534
Huntington National Bank
Ohio
$145K +$3.21K +29 +2%
PA
535
Parallel Advisors
California
$143K +$78.9K +714 +121%
SIM
536
Sentry Investment Management
Wisconsin
$140K -$20.6K -186 -13%
APWA
537
Atlas Private Wealth Advisors
New Jersey
$135K
FPS
538
Fieldpoint Private Securities
Connecticut
$133K +$1.77K +16 +1%
WA
539
WestEnd Advisors
North Carolina
$132K
TCWM
540
Total Clarity Wealth Management
Illinois
$121K +$122K +1,106 New
CAL
541
Capital Analysts LLC
Pennsylvania
$109K
SQA
542
Simon Quick Advisors
New Jersey
$109K +$22.3K +202 +25%
TFA
543
Toth Financial Advisory
Virginia
$108K +$109K +985 New
FCB
544
First Command Bank
Texas
$107K
FCFS
545
First Command Financial Services
Texas
$107K
GLLW
546
Graves Light Lenhart Wealth
Virginia
$107K
BCWM
547
Bartlett & Co Wealth Management
Ohio
$106K
BC
548
Bartlett & Co
Ohio
$106K
PGAM
549
Princeton Global Asset Management
New Jersey
$106K +$80.2K +725 +300%
LCM
550
Logan Capital Management
Pennsylvania
$103K +$25K +226 +32%

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.