Jacobs Solutions
722 hedge funds and large institutions have $15.3B invested in Jacobs Solutions in 2021 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 226 increasing their positions, 229 reducing their positions, and 49 closing their positions.
145% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 49
30% more call options, than puts
Call options by funds: $93.9M | Put options by funds: $72.1M
10% more funds holding
Funds holding: 659 → 722 (+63)
4% more capital invested
Capital invested by funds: $14.7B → $15.3B (+$562M)
0.09% more ownership
Funds ownership: 103.18% → 103.27% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$89.7M |
| 2 |
Millennium Management
New York
|
+$55.3M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$55.3M |
| 4 |
Select Equity Group
New York
|
+$53.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$305M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$234M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$72.3M |
| 4 |
SI
Scharf Investments
Los Gatos,
California
|
-$53.8M |
| 5 |
SC
Samlyn Capital
New York
|
-$38.9M |
J Hedge Fund Activity: Q4 2021 in Review
722 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2021, worth a combined $15.3B — up 3.8% from $14.7B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new J positions and 49 closed out — a net gain of 71 holders — while 226 added to existing stakes and 229 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $89.7M. The largest seller was Wells Fargo, cutting an estimated $305M.
- 722 institutional investors held Jacobs Solutions (J) as of Q4 2021, up from 659 in Q3 2021.
- Funds reported $15.3B of Jacobs Solutions stock for Q4 2021, up 3.8% quarter-over-quarter.
- 120 funds opened new Jacobs Solutions positions in Q4 2021 and 49 closed out, a net change of +71 holders.
- The largest Jacobs Solutions buyer in Q4 2021 was Kovitz Investment Group Partners, an estimated $89.7M added.
- The largest Jacobs Solutions seller in Q4 2021 was Wells Fargo, an estimated $305M sold.
Based on aggregated 13F filings for Q4 2021.