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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
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
BU
602
BBVA USA
Alabama
$17K
CA
603
Clearstead Advisors
Ohio
$15K
SIAP
604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
AssetMark Inc
605
AssetMark Inc
California
$14K
CWA
606
Clearview Wealth Advisors
Oregon
$14K
GRP
607
Global Retirement Partners
California
$14K +$442 +4 +3%
AF
608
Advisornet Financial
Minnesota
$13K -$15.4K -139 -54%
APC
609
Aspire Private Capital
North Carolina
$13K
HIA
610
Harbor Investment Advisory
Maryland
$13K
LF
611
Lee Financial
Texas
$13K
ATC
612
Adirondack Trust Company
New York
$12K
HR
613
Howe & Rusling
New York
$12K
MHR
614
Matthew Hamilton Rosenberg
$12K
Credit Agricole
615
Credit Agricole
France
$11K
GWS
616
Glassman Wealth Services
Virginia
$11K +$2.21K +20 +24%
GWM
617
Geneos Wealth Management
Colorado
$10K +$10.4K +94 New
EARNEST Partners
618
EARNEST Partners
Georgia
$9K
LC
619
Lindbrook Capital
California
$9K
TWA
620
TCI Wealth Advisors
Arizona
$9K +$3.32K +30 +54%
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$8.35K +$8.4K +76 New
CBT
622
CoreFirst Bank & Trust
Kansas
$8K
GPA
623
Guidance Point Advisors
Massachusetts
$8K +$8.73K +79 New
SWA
624
Sutton Wealth Advisors
Florida
$7.82K +$221 +2 +3%
BWA
625
BDO Wealth Advisors
Florida
$7K

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.