We are live on ! Find out more
J icon

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
IAIM
576
International Assets Investment Management
Florida
$25K
BAM
577
Bellevue Asset Management
Washington
$24K
CI
578
CX Institutional
Indiana
$24K +$4.39K +46 +25%
CFFP
579
Center for Financial Planning
Michigan
$21K -$382 -4 -2%
Rockefeller Capital Management
580
Rockefeller Capital Management
New York
$20K +$382 +4 +2%
QCG
581
Quadrant Capital Group
Ohio
$20K +$8.02K +84 +84%
ZB
582
Zions Bancorporation
Utah
$19K
ONST
583
Old North State Trust
North Carolina
$17K +$15.1K +158 New
CA
584
Clearstead Advisors
Ohio
$14K
CA
585
Crewe Advisors
Utah
$14K
FHA
586
First Horizon Advisors
Tennessee
$14K
APC
587
Aspire Private Capital
North Carolina
$13K
AssetMark Inc
588
AssetMark Inc
California
$13K
CWA
589
Clearview Wealth Advisors
Oregon
$13K
GRP
590
Global Retirement Partners
California
$13K
OIA
591
Optimum Investment Advisors
Illinois
$13K
HIA
592
Harbor Investment Advisory
Maryland
$13K +$5.82K +61 +102%
LF
593
Lee Financial
Texas
$13K +$11.6K +121 New
HR
594
Howe & Rusling
New York
$12K
MHR
595
Matthew Hamilton Rosenberg
$12K
PB
596
Pinnacle Bancorp
Nebraska
$12K +$2.29K +24 +28%
CFO
597
CVA Family Office
Colorado
$12K +$10.4K +109 New
ATC
598
Adirondack Trust Company
New York
$11K
Credit Agricole
599
Credit Agricole
France
$11K +$4.58K +48 +86%
IFAM
600
Institutional & Family Asset Management
Colorado
$11K +$9.93K +104 New

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.