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Jacobs Solutions

539 hedge funds and large institutions have $10.4B invested in Jacobs Solutions in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 170 increasing their positions, 200 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

7% more capital invested

Capital invested by funds: $9.65B → $10.4B (+$702M)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0% less funds holding

Funds holding: 540539 (-1)

2.57% less ownership

Funds ownership: 111.23%108.66% (-2.6%)

15% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 200

42% less call options, than puts

Call options by funds: $29.2M | Put options by funds: $50.2M

Holders
539
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.71%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.41%
New
65
Increased
170
Reduced
200
Closed
56
Calls
$29.2M
Puts
$50.2M
Net Calls
-$21M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B -$7.05M -109,225 -0.6%
State Street
2
State Street
Massachusetts
$777M -$8.08M -125,161 -1%
BlackRock
3
BlackRock
New York
$686M -$7.71M -119,518 -1%
Primecap Management
4
Primecap Management
California
$685M -$8.7M -134,770 -1%
RCG
5
Ruane, Cunniff & Goldfarb
New York
$496M -$44.4M -688,482 -9%
Select Equity Group
6
Select Equity Group
New York
$449M +$19.3M +298,443 +5%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$445M +$21.6M +335,267 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$353M -$133M -2,057,726 -29%
AllianceBernstein
9
AllianceBernstein
Tennessee
$335M -$26.2M -405,554 -8%
Wells Fargo
10
Wells Fargo
California
$324M -$3.28M -50,848 -1%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$292M -$55.9M -865,898 -17%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$162M +$95.8M +1,484,671 +179%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$149M +$4.25M +65,883 +3%
Artisan Partners
14
Artisan Partners
Wisconsin
$145M -$42.9M -665,075 -24%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$144M +$2.01M +31,176 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$124M -$131M -2,024,083 -53%
Northern Trust
17
Northern Trust
Illinois
$120M +$7.7M +119,238 +7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$117M -$20.3M -314,000 -16%
SCM
19
Suvretta Capital Management
New York
$113M +$104M +1,618,129 New
MIH
20
Madison Investment Holdings
Wisconsin
$103M -$7.54M -116,884 -7%
Fidelity International
21
Fidelity International
Bermuda
$102M -$25.7M -398,380 -21%
Invesco
22
Invesco
Georgia
$101M +$17.8M +275,419 +23%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$94.1M +$1.39M +21,609 +2%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$93.9M -$1.36M -21,142 -2%
American Century Companies
25
American Century Companies
Missouri
$93.6M -$106K -1,646 -0.1%

J Hedge Fund Activity: Q2 2019 in Review

539 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2019, worth a combined $10.4B — up 7.3% from $9.65B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new J positions and 56 closed out — a net gain of 9 holders — while 170 added to existing stakes and 200 trimmed.

The largest buyer was Suvretta Capital Management, opening a new position worth an estimated $104M. The largest seller was Fidelity Investments, cutting an estimated $133M.

  • 539 institutional investors held Jacobs Solutions (J) as of Q2 2019, down from 540 in Q1 2019.
  • Funds reported $10.4B of Jacobs Solutions stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 65 funds opened new Jacobs Solutions positions in Q2 2019 and 56 closed out, a net change of +9 holders.
  • The largest Jacobs Solutions buyer in Q2 2019 was Suvretta Capital Management, an estimated $104M added.
  • The largest Jacobs Solutions seller in Q2 2019 was Fidelity Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2019.