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Jacobs Solutions

530 hedge funds and large institutions have $7.24B invested in Jacobs Solutions in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 202 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 104.94%105.35% (+0.41%)

6% less call options, than puts

Call options by funds: $38.1M | Put options by funds: $40.6M

3% less funds holding

Funds holding: 548530 (-18)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

23% less capital invested

Capital invested by funds: $9.41B → $7.24B (-$2.17B)

25% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 202

Holders
530
Holders Change
-18
Holders Change %
-3.28%
% of All Funds
11.81%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
71
Increased
151
Reduced
202
Closed
84
Calls
$38.1M
Puts
$40.6M
Net Calls
-$2.44M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$16.7M -$37.9M -662,580 -66%
AL
52
AJO LP
Pennsylvania
$16.4M +$13.5M +235,441 +227%
ZIC
53
ZWJ Investment Counsel
Georgia
$16.1M -$1.39M -24,319 -7%
Marshall Wace
54
Marshall Wace
United Kingdom
$15.6M +$11.5M +200,376 +164%
GAM
55
Gotham Asset Management
New York
$15.3M -$2.58M -45,092 -12%
Asset Management One
56
Asset Management One
Japan
$15.3M +$569K +9,960 +3%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$15M +$2.47M +43,294 +16%
FBA
58
Front Barnett Associates
Illinois
$14.8M +$103K +1,808 +0.6%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$14.5M -$18M -315,591 -51%
HCM
60
Hutchinson Capital Management
California
$14.4M -$100K -1,749 -0.6%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$13.7M -$66.6K -1,165 -0.4%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M +$396K +6,929 +3%
Morgan Stanley
63
Morgan Stanley
New York
$13.5M -$63.3M -1,107,234 -80%
SAM
64
Scopus Asset Management
New York
$13.5M -$6.78M -118,627 -30%
WCM
65
Wedge Capital Management
North Carolina
$13.1M -$673K -11,776 -4%
AQR Capital Management
66
AQR Capital Management
Connecticut
$13M +$13.1M +228,702 +556%
FWSM
67
First Wilshire Securities Management
California
$12.9M -$353K -6,179 -2%
LIM
68
Lathrop Investment Management
Arkansas
$12.6M -$2.08M -36,428 -12%
BAM
69
Burgundy Asset Management
Ontario, Canada
$12.4M +$76K +1,329 +0.5%
AC
70
Ashler Capital
Illinois
$12.1M +$14.4M +251,150 New
UCFA
71
United Capital Financial Advisors
Texas
$12.1M -$400K -7,001 -3%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$11.6M +$2.03M +35,502 +17%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$11.2M -$60.6K -1,060 -0.5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$11.2M +$4.92K +86 +0%
JP Morgan Chase
75
JP Morgan Chase
New York
$11.1M -$16.3M -285,609 -55%

J Hedge Fund Activity: Q4 2018 in Review

530 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2018, worth a combined $7.24B — down 23% from $9.41B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of J and 71 opened new positions — a net loss of 13 holders — while 202 trimmed existing stakes and 151 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $294M. The largest seller was Goldman Sachs, cutting an estimated $106M.

  • 530 institutional investors held Jacobs Solutions (J) as of Q4 2018, down from 548 in Q3 2018.
  • Funds reported $7.24B of Jacobs Solutions stock for Q4 2018, down 23% quarter-over-quarter.
  • 71 funds opened new Jacobs Solutions positions in Q4 2018 and 84 closed out, a net change of -13 holders.
  • The largest Jacobs Solutions buyer in Q4 2018 was CI Investments Inc, an estimated $294M added.
  • The largest Jacobs Solutions seller in Q4 2018 was Goldman Sachs, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2018.