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Jacobs Solutions
J

450 hedge funds and large institutions have $5.07B invested in Jacobs Solutions in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 193 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $11.7M

2.23% more ownership

Funds ownership: 103.03% → 105.25% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 56

2% less funds holding

Funds holding: 460 → 450 (-10)

8% less capital invested

Capital invested by funds: $5.53B → $5.07B (-$460M)

31% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 193

Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
52
Increased
134
Reduced
193
Closed
56
Calls
$13.7M
Puts
$11.7M
Net Calls
+$1.95M
Net Calls Change
+$509K

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$96.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$93M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$80.6M
4
GAM
Gotham Asset Management
New York
+$69.8M
5
Primecap Management
Primecap Management
California
+$51.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$195M
2
Invesco
Invesco
Georgia
-$133M
3
WRF
Waddell & Reed Financial
Kansas
-$79.1M
4
DDC
DF Dent & Co
Maryland
-$56.3M
5
FCM
Frontier Capital Management
Massachusetts
-$47.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$20.2M -$482K -12,644 -2%
Renaissance Technologies
52
Renaissance Technologies
New York
$20.2M +$20.9M +546,938 New
Charles Schwab
53
Charles Schwab
California
$18M +$656K +17,210 +4%
Citadel Advisors
54
Citadel Advisors
Florida
$15.9M +$16M +419,274 +3,973%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$14.4M +$7.93M +207,945 +115%
Deutsche Bank
56
Deutsche Bank
Germany
$14.1M +$1.3M +34,147 +10%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$13.9M -$1.27M -33,368 -7%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$13.8M +$53.9K +1,413 +0.4%
BIM
59
BlackRock Investment Management
Delaware
$13.8M +$2.03M +53,347 +17%
BlackRock
60
BlackRock
New York
$13.4M +$816K +21,392 +6%
Millennium Management
61
Millennium Management
New York
$13.3M +$9.38M +245,922 +214%
Barclays
62
Barclays
United Kingdom
$13M +$6.91M +181,117 +103%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$12.8M +$10.4M +271,809 +366%
APG Asset Management
64
APG Asset Management
Netherlands
$12.6M -$2.09M -54,715 -14%
SRC
65
Shufro Rose & Co
New York
$12.5M +$779K +20,423 +6%
First Trust Advisors
66
First Trust Advisors
Illinois
$12.3M -$6.92M -181,423 -35%
Goldman Sachs
67
Goldman Sachs
New York
$12M -$24.7K -649 -0.2%
FWSM
68
First Wilshire Securities Management
California
$11.8M +$12.1M +318,570 New
SO
69
STRS Ohio
Ohio
$11.6M +$1.38M +36,269 +13%
AllianceBernstein
70
AllianceBernstein
Tennessee
$11.5M -$349K -9,148 -3%
HA
71
Halsey Associates
Connecticut
$11.4M -$56K -1,469 -0.5%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$11.4M +$110K +2,877 +0.9%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$11.1M +$541K +14,187 +5%
Morgan Stanley
74
Morgan Stanley
New York
$10.8M -$1.04M -27,298 -9%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M -$10.8K -284 -0.1%
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J Hedge Fund Activity: Q4 2014 in Review

450 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2014, worth a combined $5.07B — down 8.3% from $5.53B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of J and 52 opened new positions — a net loss of 4 holders — while 193 trimmed existing stakes and 134 added.

The largest buyer was Artisan Partners, adding an estimated $96.3M. The largest seller was Ameriprise, cutting an estimated $195M.

  • 450 institutional investors held Jacobs Solutions (J) as of Q4 2014, down from 460 in Q3 2014.
  • Funds reported $5.07B of Jacobs Solutions stock for Q4 2014, down 8.3% quarter-over-quarter.
  • 52 funds opened new Jacobs Solutions positions in Q4 2014 and 56 closed out, a net change of -4 holders.
  • The largest Jacobs Solutions buyer in Q4 2014 was Artisan Partners, an estimated $96.3M added.
  • The largest Jacobs Solutions seller in Q4 2014 was Ameriprise, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2014.