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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
LWM
651
Liberty Wealth Management
California
$2K +$1.33K +12 +100%
PPWM
652
PFG Private Wealth Management
Florida
$2K +$1.99K +18 New
HI
653
Hudock Inc
Pennsylvania
$2K +$2.54K +23 New
RTL
654
Red Tortoise LLC
Georgia
$2K +$2.98K +27 New
GAM
655
Gemmer Asset Management
California
$1K -$253K -2,292 -100%
CFN
656
Cordasco Financial Network
Florida
$1K -$5.31K -48 -89%
CWP
657
Concord Wealth Partners
Virginia
$1K -$111 -1 -13%
CWC
658
Carolinas Wealth Consulting
North Carolina
$1K
SWA
659
SOA Wealth Advisors
New York
$1K +$442 +4 +36%
BIA
660
Bell Investment Advisors
California
$1K +$1.22K +11 New
BBHC
661
Brown Brothers Harriman & Co
New York
$108 +$62.1K +562 +133%
Renaissance Technologies
662
Renaissance Technologies
New York
-$30.3M -274,678 Closed
FTCM
663
Fir Tree Capital Management
New York
-$23.3M -211,495 Closed
Balyasny Asset Management
664
Balyasny Asset Management
Illinois
-$10.6M -96,008 Closed
Qube Research & Technologies (QRT)
665
Qube Research & Technologies (QRT)
United Kingdom
-$7.07M -64,101 Closed
Voloridge Investment Management
666
Voloridge Investment Management
Florida
-$4.82M -43,674 Closed
MPM
667
Meritage Portfolio Management
Kansas
-$4.78M -43,351 Closed
PAA
668
Peregrine Asset Advisers
Oregon
-$4.1M -37,142 Closed
Verition Fund Management
669
Verition Fund Management
Connecticut
-$3.15M -28,569 Closed
HF
670
HRT Financial
New York
-$2.93M -26,556 Closed
WMSA
671
Weiss Multi-Strategy Advisers
New York
-$2.89M -26,179 Closed
DA
672
Duality Advisers
Florida
-$2.49M -22,570 Closed
Man Group
673
Man Group
United Kingdom
-$2.07M -18,779 Closed
NAM
674
NorthCoast Asset Management
Connecticut
-$1.93M -17,477 Closed
GC
675
Giverny Capital
Quebec, Canada
-$1.53M -13,875 Closed

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.