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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
PA
626
Perennial Advisors
New York
$4K +$764 +8 +29%
MWP
627
Meridian Wealth Partners
Pennsylvania
$4K +$3.72K +39 New
EWA
628
Evolution Wealth Advisors
Florida
$3K
FBT
629
First Bank & Trust
South Dakota
$3K
RA
630
Resolute Advisors
California
$3K +$2.58K +27 New
BAM
631
Barrett Asset Management
New York
$3K +$2.86K +30 New
TFA
632
Transamerica Financial Advisors
Florida
$2K -$95 -1 -6%
BWM
633
BerganKDV Wealth Management
Minnesota
$2K
CAM
634
ClariVest Asset Management
California
$2K
PWMG
635
Prestige Wealth Management Group
New Jersey
$2K
SFO
636
Standard Family Office
South Dakota
$2K
CWC
637
Carolinas Wealth Consulting
North Carolina
$1K
HFA
638
Hoover Financial Advisors
Pennsylvania
$1K
LWM
639
Liberty Wealth Management
California
$1K
EFSCE
640
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$764 +8 New
MCM
641
MV Capital Management
Maryland
$1K +$764 +8 New
AMC
642
Asset Management Corp
Illinois
$267 +$382 +4 +0.2%
BBHC
643
Brown Brothers Harriman & Co
New York
$40
SWM
644
Sugarloaf Wealth Management
Georgia
$5
SCM
645
Suvretta Capital Management
New York
-$50.7M -562,373 Closed
CSS
646
Cubist Systematic Strategies
Connecticut
-$10.8M -120,312 Closed
KA
647
Kerrisdale Advisers
Florida
-$6.42M -71,196 Closed
MWNA
648
Marshall Wace North America
New York
-$4.36M -48,325 Closed
WI
649
WBI Investments
New Jersey
-$4.31M -47,814 Closed
Marshall Wace
650
Marshall Wace
United Kingdom
-$4.18M -46,423 Closed

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.