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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
CCM
176
Covington Capital Management
California
$1.95M -$23.1K -605 -1%
LMGAM
177
Liberty Mutual Group Asset Management
Massachusetts
$1.93M +$627K +16,434 +46%
GH
178
GAM Holding
Switzerland
$1.92M -$35.6K -934 -2%
ACI
179
AMP Capital Investors
Australia
$1.9M -$549K -14,390 -22%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$1.84M -$41.5K -1,088 -2%
NFA
181
Nationwide Fund Advisors
Ohio
$1.83M -$1.11K -29 -0.1%
PCM
182
Palouse Capital Management
Washington
$1.8M -$127K -3,336 -6%
DILH
183
Dai-ichi Life Holdings
Japan
$1.79M – – –
FC
184
Forte Capital
New York
$1.7M -$54.2K -1,422 -3%
AAM
185
Aberdeen Asset Management
United Kingdom
$1.7M -$714K -18,722 -29%
PSUF
186
People's United Financial
Connecticut
$1.7M -$7.51K -197 -0.4%
RCM
187
Riverhead Capital Management
Delaware
$1.7M +$396K +10,386 +29%
FBA
188
Front Barnett Associates
Illinois
$1.69M +$1.74M +45,620 New
ASRS
189
Arizona State Retirement System
Arizona
$1.63M -$23K -604 -1%
MSTVIM
190
Messner & Smith Theme Value Investment Management
California
$1.61M +$557K +14,615 +50%
USAA
191
United Services Automobile Association
Texas
$1.59M – – –
GIBU
192
Gulf International Bank (UK)
United Kingdom
$1.57M – – –
AAM
193
Advisors Asset Management
Colorado
$1.56M -$305K -8,012 -16%
AG
194
Aperio Group
California
$1.56M -$153 -4 -0%
CCMH
195
Cornerstone Capital Management Holdings
New York
$1.55M +$242K +6,353 +18%
CGT
196
Capital Guardian Trust
California
$1.52M – – –
IRF
197
IBM Retirement Fund
New York
$1.46M +$211K +5,542 +16%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$1.46M -$56.4K -1,480 -4%
AAF
199
Andra AP-fonden
Sweden
$1.42M +$779K +20,431 +113%
EIM
200
ExxonMobil Investment Management
Texas
$1.38M -$84.1K -2,207 -6%
6 7
8
9 10

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.