We are live on ! Find out more
J icon

Jacobs Solutions
J

471 hedge funds and large institutions have $7.32B invested in Jacobs Solutions in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

3.81% more ownership

Funds ownership: 101.92% → 105.73% (+3.8%)

5% more capital invested

Capital invested by funds: $6.99B → $7.32B (+$327M)

1% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $10.4M

0% more funds holding

Funds holding: 469 → 471 (+2)

11% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 188

Holders
471
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
13.6%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
44
Increased
167
Reduced
188
Closed
37
Calls
$10.5M
Puts
$10.4M
Net Calls
+$139K
Net Calls Change
-$3.19M

Top Buyers

1
CG
Carmignac Gestion
France
+$190M
2
WRF
Waddell & Reed Financial
Kansas
+$115M
3
JP Morgan Chase
JP Morgan Chase
New York
+$52M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.9M
5
SAM
Silvercrest Asset Management
New York
+$36.8M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$92.5M
2
Artisan Partners
Artisan Partners
Wisconsin
-$78.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$38.2M
4
JHIU
Janus Henderson Investors US
Colorado
-$25.2M
5
PIM
Platinum Investment Management
Australia
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
76
BlackRock Investment Management
Delaware
$15.8M +$398K +7,727 +3%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$15.5M +$113K +2,199 +0.8%
HFS
78
HL Financial Services
Kentucky
$15.4M -$325K -6,300 -2%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$15.1M +$74.7K +1,451 +0.5%
SRC
80
Shufro Rose & Co
New York
$15.1M -$1.03M -19,948 -6%
EAM
81
Edge Asset Management
Washington
$14.1M -$162K -3,143 -1%
FNBOO
82
First National Bank of Omaha
Nebraska
$13.7M +$288K +5,590 +2%
PPA
83
Parametric Portfolio Associates
Washington
$13.7M -$616K -11,967 -4%
NRS
84
Neville Rodie & Shaw
New York
$13.5M -$230K -4,474 -2%
BIC
85
Beach Investment Counsel
Pennsylvania
$13.5M +$3.62M +70,303 +38%
Stifel Financial
86
Stifel Financial
Missouri
$13.1M +$12.9M +249,693 New
Principal Financial Group
87
Principal Financial Group
Iowa
$12.7M +$2M +38,866 +19%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$12.4M -$212K -4,111 -2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$12.3M -$1.02M -19,800 -8%
APG Asset Management
90
APG Asset Management
Netherlands
$12.2M – – –
EWM
91
Evercore Wealth Management
New York
$12.2M -$189K -3,664 -2%
LCM
92
Logan Capital Management
Pennsylvania
$12.2M -$24K -465 -0.2%
LM
93
Luminus Management
Texas
$12.2M +$12M +232,177 New
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$12.2M +$59.2K +1,150 +0.5%
Prudential Financial
95
Prudential Financial
New Jersey
$12M -$38.2M -741,703 -77%
NPF
96
Norris Perne & French
Michigan
$12M +$112K +2,170 +1%
CISOA
97
Capital Investment Services of America
Wisconsin
$11.7M -$196K -3,809 -2%
PAS
98
Professional Advisory Services
Florida
$11.6M +$6.11M +118,641 +117%
CSIC
99
Clifford Swan Investment Counsel
California
$11.5M -$216K -4,201 -2%
RIM
100
Rainier Investment Management
Washington
$11.5M +$11.3M +219,404 New
2 3
4
5 6

J Hedge Fund Activity: Q1 2014 in Review

471 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2014, worth a combined $7.32B — up 4.7% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new J positions and 37 closed out — a net gain of 7 holders — while 167 added to existing stakes and 188 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $190M. The largest seller was Lord, Abbett & Co, cutting an estimated $92.5M.

  • 471 institutional investors held Jacobs Solutions (J) as of Q1 2014, up from 469 in Q4 2013.
  • Funds reported $7.32B of Jacobs Solutions stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 44 funds opened new Jacobs Solutions positions in Q1 2014 and 37 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2014 was Carmignac Gestion, an estimated $190M added.
  • The largest Jacobs Solutions seller in Q1 2014 was Lord, Abbett & Co, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2014.