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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
SFS
551
Sowell Financial Services
Arkansas
$58K -$2.2M -23,057 -98%
NFG
552
Next Financial Group
Texas
$53K +$6.3K +66 +15%
EP
553
Eudaimonia Partners
Tennessee
$52K -$61.7K -646 -57%
LCM
554
Logan Capital Management
Pennsylvania
$52K +$46.2K +484 New
PCG
555
Private Capital Group
Connecticut
$51K -$97.2K -1,018 -68%
CIA
556
CSat Investment Advisory
Michigan
$51K +$1.62K +17 +4%
PA
557
Parallel Advisors
California
$51K +$15.6K +163 +52%
MAM
558
Meeder Asset Management
Ohio
$47K +$5.54K +58 +15%
GEA
559
Glen Eagle Advisors
New Jersey
$42K
HDIM
560
Hanson & Doremus Investment Management
Vermont
$39K
CCM
561
Cribstone Capital Management
Maine
$36K
TWM
562
Tradition Wealth Management
Minnesota
$35K
IA
563
IFP Advisors
Florida
$34K -$118K -1,240 -80%
EW
564
Evoke Wealth
California
$34K +$2.1K +22 +7%
CAC
565
Certified Advisory Corp
Florida
$32K +$28.2K +295 New
AF
566
Advisornet Financial
Minnesota
$28K
ME
567
McIlrath & Eck
Washington
$28K
SSB
568
Sandy Spring Bank
Maryland
$28K
TSW
569
Thompson Siegel & Walmsley
Virginia
$28K
HWM
570
Holloway Wealth Management
Florida
$27K
PFBT
571
Parkside Financial Bank & Trust
Missouri
$27K +$382 +4 +2%
CHA
572
Carmichael Hill & Associates
Maryland
$26K -$26.6K -279 -54%
MMG
573
Monetary Management Group
Missouri
$26K
OSNBOA
574
Old Second National Bank of Aurora
Illinois
$26K
CB
575
Community Bank
New York
$25K

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.