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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$431M +$20.8M +546,501 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$359M +$93M +2,437,856 +34%
Artisan Partners
3
Artisan Partners
Wisconsin
$324M +$96.3M +2,526,828 +40%
Primecap Management
4
Primecap Management
California
$312M +$51.4M +1,347,837 +19%
State Street
5
State Street
Massachusetts
$245M +$9.05M +237,478 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$228M +$47M +1,233,149 +25%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$177M +$829K +21,753 +0.5%
BIT
8
BlackRock Institutional Trust
California
$152M -$692K -18,149 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$98.6M -$34.7M -911,144 -25%
BFA
10
BlackRock Fund Advisors
California
$84M +$2.3M +60,399 +3%
EIG
11
EdgePoint Investment Group
Ontario, Canada
$83.7M +$3.87M +101,541 +5%
BAM
12
Burgundy Asset Management
Ontario, Canada
$83.2M +$80.6M +2,115,065 +1,562%
Northern Trust
13
Northern Trust
Illinois
$77M +$938K +24,606 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$71.7M +$1.69M +44,434 +2%
GAM
15
Gotham Asset Management
New York
$67.7M +$69.8M +1,831,169 New
MIH
16
Madison Investment Holdings
Wisconsin
$57.9M -$2.55M -66,926 -4%
SIM
17
Sprucegrove Investment Management
Ontario, Canada
$57.3M +$6.38M +167,201 +12%
ACM
18
Atlanta Capital Management
Georgia
$54M -$175K -4,582 -0.3%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$53.6M -$29.9M -784,544 -35%
JP Morgan Chase
20
JP Morgan Chase
New York
$53.1M +$22.3M +585,395 +69%
Two Sigma Investments
21
Two Sigma Investments
New York
$52.1M +$39.8M +1,045,076 +287%
Bank of America
22
Bank of America
North Carolina
$51.7M +$764K +20,027 +1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$51.6M -$33.7M -884,465 -39%
PIM
24
Perkins Investment Management
Illinois
$46.6M -$7.92M -207,611 -14%
EIP
25
Epoch Investment Partners
New York
$44.6M -$32.6K -855 -0.1%
1
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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.