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Jacobs Solutions

464 hedge funds and large institutions have $5.62B invested in Jacobs Solutions in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 193 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.4M

0.22% less ownership

Funds ownership: 103.93%103.71% (-0.22%)

2% less capital invested

Capital invested by funds: $5.72B → $5.62B (-$107M)

4% less funds holding

Funds holding: 485464 (-21)

18% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 193

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

Holders
464
Holders Change
-21
Holders Change %
-4.33%
% of All Funds
11.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
33
Increased
158
Reduced
193
Closed
49
Calls
$11.8M
Puts
$10.4M
Net Calls
+$1.38M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$649M +$8.08M +181,749 +1%
Primecap Management
2
Primecap Management
California
$490M +$40.7M +914,586 +9%
BlackRock
3
BlackRock
New York
$429M -$269K -6,049 -0.1%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$283M +$19.7M +443,959 +8%
State Street
5
State Street
Massachusetts
$281M -$10.8M -243,002 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$245M -$3.26M -73,290 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$172M +$1.13M +25,382 +0.7%
Victory Capital Management
8
Victory Capital Management
Texas
$137M +$28.2M +633,875 +26%
Artisan Partners
9
Artisan Partners
Wisconsin
$131M -$1.55M -34,929 -1%
Wells Fargo
10
Wells Fargo
California
$129M +$101M +2,268,126 +374%
Fidelity International
11
Fidelity International
Bermuda
$122M +$8.72M +196,055 +8%
Goldman Sachs
12
Goldman Sachs
New York
$112M -$35M -785,909 -24%
AQR Capital Management
13
AQR Capital Management
Connecticut
$99.3M -$44.5M -1,000,008 -31%
Northern Trust
14
Northern Trust
Illinois
$75.9M -$5.29M -118,862 -7%
Bank of America
15
Bank of America
North Carolina
$69.7M -$4.97M -111,847 -7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$69.2M +$2.24M +50,360 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$68.1M +$6.59M +148,150 +11%
APG Asset Management
18
APG Asset Management
Netherlands
$64.2M +$27.1M +608,354 +74%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$60.3M +$876K +19,708 +1%
PAM
20
Panagora Asset Management
Massachusetts
$53.1M +$9.16M +205,916 +21%
EIP
21
Epoch Investment Partners
New York
$52.9M -$907K -20,401 -2%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$51.2M +$1.28M +28,895 +3%
American Century Companies
23
American Century Companies
Missouri
$46.1M -$128K -2,876 -0.3%
SCM
24
Sterling Capital Management
North Carolina
$44M -$2.04M -45,841 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$43.6M -$5.22M -117,290 -11%

J Hedge Fund Activity: Q2 2017 in Review

464 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2017, worth a combined $5.62B — down 1.9% from $5.72B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of J and 33 opened new positions — a net loss of 16 holders — while 193 trimmed existing stakes and 158 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was AQR Capital Management, cutting an estimated $44.5M.

  • 464 institutional investors held Jacobs Solutions (J) as of Q2 2017, down from 485 in Q1 2017.
  • Funds reported $5.62B of Jacobs Solutions stock for Q2 2017, down 1.9% quarter-over-quarter.
  • 33 funds opened new Jacobs Solutions positions in Q2 2017 and 49 closed out, a net change of -16 holders.
  • The largest Jacobs Solutions buyer in Q2 2017 was Wells Fargo, an estimated $101M added.
  • The largest Jacobs Solutions seller in Q2 2017 was AQR Capital Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2017.