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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
LIM
101
Lathrop Investment Management
Arkansas
$6.92M +$298K +7,828 +4%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$6.91M -$43.3K -1,135 -0.6%
BJ
103
BlackRock Japan
Japan
$6.85M +$315K +8,262 +5%
EWM
104
Evercore Wealth Management
New York
$6.53M -$1.06M -27,781 -14%
Franklin Resources
105
Franklin Resources
California
$6.4M -$16.4M -429,180 -71%
PCMK
106
Paragon Capital Management (Kansas)
Kansas
$6.2M -$230K -6,022 -3%
MI
107
Markston International
New York
$5.94M +$27.5K +720 +0.5%
SAM
108
Sentinel Asset Management
Vermont
$5.83M -$89K -2,333 -1%
DDC
109
DF Dent & Co
Maryland
$5.51M -$56.3M -1,477,324 -91%
Swiss National Bank
110
Swiss National Bank
Switzerland
$5.48M -$184K -4,836 -3%
HHC
111
Hutchin Hill Capital
New York
$5.39M -$383K -10,048 -6%
TSBJ
112
Trevor, Stewart, Burton & Jacobsen
New York
$5.35M +$66.6K +1,747 +1%
TA
113
Teachers Advisors
New York
$5.25M +$282K +7,402 +6%
FNBOO
114
First National Bank of Omaha
Nebraska
$5.21M -$255K -6,683 -5%
RIL
115
Rothschild Investment LLC
Illinois
$5.21M -$85.3K -2,236 -2%
AQR Capital Management
116
AQR Capital Management
Connecticut
$5.18M +$772K +20,245 +17%
FC
117
Farley Capital
New York
$5.08M +$4.87M +127,666 +1,320%
RFC
118
Russell Frank Company
Washington
$4.87M -$1.22M -31,966 -20%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$4.61M +$271K +7,120 +6%
BA
120
BlackRock Advisors
Delaware
$4.61M +$4.68M +122,849 +6,746%
AL
121
Airain Ltd
Guernsey
$4.5M +$3.16M +82,828 +213%
KCA
122
KR Capital Advisors
New York
$4.43M -$7.16M -187,817 -61%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$4.39M -$130K -3,415 -3%
UBS Group
124
UBS Group
Switzerland
$4.33M +$4.46M +117,022 New
WG
125
Winton Group
United Kingdom
$4.32M -$8.88K -233 -0.2%
3 4
5
6 7

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.