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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
FA
126
Friess Associates
Delaware
$7.3M +$7.16M +139,032 New
PCMK
127
Paragon Capital Management (Kansas)
Kansas
$7.06M +$68.8K +1,336 +1%
EAM
128
Eagle Asset Management
Florida
$7.05M -$200K -3,891 -3%
EWM
129
Endurance Wealth Management
Rhode Island
$6.99M +$445K +8,644 +7%
KCA
130
KR Capital Advisors
New York
$6.91M -$5.11M -99,256 -43%
RIL
131
Rothschild Investment LLC
Illinois
$6.86M -$59.2K -1,149 -0.9%
V
132
Veritable
Delaware
$6.79M +$827K +16,053 +14%
EA
133
Euclid Advisors
Connecticut
$6.26M +$1.83M +35,604 +43%
SG Americas Securities
134
SG Americas Securities
New York
$6.22M +$1.7M +33,000 +39%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$5.95M -$133K -2,580 -2%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$5.83M -$275K -5,338 -5%
SIC
137
SFE Investment Counsel
California
$5.81M -$37.7K -732 -0.7%
SCM
138
Stevens Capital Management
Pennsylvania
$5.63M +$5.52M +107,243 New
CCT
139
Country Club Trust
Missouri
$5.59M +$226K +4,384 +4%
PI
140
Putnam Investments
Massachusetts
$5.53M -$213K -4,129 -4%
SB
141
Suntrust Banks
Georgia
$5.41M +$315K +6,117 +6%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$5.4M -$324K -6,287 -6%
HNB
143
Huntington National Bank
Ohio
$5.3M +$4.7M +91,311 +953%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$5.11M -$69.6K -1,351 -1%
CTA
145
Chesley Taft & Associates
Illinois
$5.11M +$11.3K +219 +0.2%
FIB
146
First Interstate Bank
Montana
$5M +$395K +7,660 +9%
BAM
147
Burgundy Asset Management
Ontario, Canada
$4.98M +$245K +4,762 +5%
U
148
UBS
Switzerland
$4.95M +$1.55M +30,044 +47%
WIM
149
Waverton Investment Management
United Kingdom
$4.92M +$33.6K +653 +0.7%
1IC
150
1919 Investment Counsel
Maryland
$4.83M -$115K -2,237 -2%
4 5
6
7 8

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.