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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
BC
576
Bartlett & Co
Ohio
$107K
BCWM
577
Bartlett & Co Wealth Management
Ohio
$107K
NSIM
578
North Star Investment Management
Illinois
$105K +$18.4K +163 +21%
S
579
SignatureFD
Georgia
$99K +$17K +150 +20%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$92K
SQA
581
Simon Quick Advisors
New Jersey
$88K -$24.9K -220 -22%
SSB
582
Sandy Spring Bank
Maryland
$86K +$58.3K +516 +198%
NICM
583
Neo Ivy Capital Management
New York
$85K +$86.9K +769 New
SWM
584
Spire Wealth Management
Virginia
$81K -$25.3K -224 -23%
OIA
585
Optimum Investment Advisors
Illinois
$80K +$68.3K +604 +499%
EWM
586
Evermay Wealth Management
Virginia
$80K +$82K +725 New
LCM
587
Logan Capital Management
Pennsylvania
$79K +$25.9K +229 +47%
CFA
588
Carroll Financial Associates
North Carolina
$76K -$5.54K -49 -7%
CCA
589
Column Capital Advisors
Indiana
$73K
WAS
590
Winch Advisory Services
Wisconsin
$71K
CFGS
591
Concourse Financial Group Securities
Alabama
$70K
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$65K -$10.2K -90 -13%
PA
593
Parallel Advisors
California
$65K +$13K +115 +24%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$113 +1 +0.2%
CP
595
Castleview Partners
Texas
$60K +$61.5K +544 New
Parallax Volatility Advisers
596
Parallax Volatility Advisers
California
$58K +$59.6K +527 New
NFG
597
Next Financial Group
Texas
$56K +$1.58K +14 +3%
NIM
598
NuWave Investment Management
New Jersey
$56K +$57.8K +511 New
ADL
599
Asset Dedication LLC
California
$55K +$54.7K +484 New
MAM
600
Meeder Asset Management
Ohio
$54K +$5.54K +49 +11%

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.