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Jacobs Solutions

556 hedge funds and large institutions have $9.3B invested in Jacobs Solutions in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 156 increasing their positions, 238 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $4.43M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.32% more ownership

Funds ownership: 107.03%107.35% (+0.32%)

3% less funds holding

Funds holding: 572556 (-16)

11% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 70

12% less capital invested

Capital invested by funds: $10.6B → $9.3B (-$1.3B)

34% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 238

Holders
556
Holders Change
-16
Holders Change %
-2.8%
% of All Funds
12.25%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
62
Increased
156
Reduced
238
Closed
70
Calls
$22.3M
Puts
$4.43M
Net Calls
+$17.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$57.6M +765,598 +4%
State Street
2
State Street
Massachusetts
$723M -$19.6M -260,806 -2%
BlackRock
3
BlackRock
New York
$680M -$18.7M -248,752 -2%
Primecap Management
4
Primecap Management
California
$607M -$7.07M -94,021 -1%
Select Equity Group
5
Select Equity Group
New York
$543M +$88.8M +1,180,417 +17%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$421M +$107M +1,416,875 +28%
RCG
7
Ruane, Cunniff & Goldfarb
New York
$336M -$125M -1,666,062 -25%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$279M -$2.75M -36,541 -0.9%
AllianceBernstein
9
AllianceBernstein
Tennessee
$265M +$52.8M +702,004 +21%
Wells Fargo
10
Wells Fargo
California
$241M -$40.5M -537,935 -13%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$190M +$63.8M +848,661 +41%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$173M +$730K +9,711 +0.4%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$151M -$9.07M -120,572 -5%
FPP
14
Findlay Park Partners
United Kingdom
$137M +$77.3M +1,027,624 +97%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$133M +$17M +226,329 +13%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$129M -$36.1M -480,479 -20%
Northern Trust
17
Northern Trust
Illinois
$122M -$2.12M -28,173 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$100M -$2.1M -27,909 -2%
SCM
19
Suvretta Capital Management
New York
$87.8M +$11.4M +151,778 +13%
Legal & General Group
20
Legal & General Group
United Kingdom
$80.5M +$1.17M +15,531 +1%
Bank of America
21
Bank of America
North Carolina
$78.6M -$7.21M -95,830 -7%
Invesco
22
Invesco
Georgia
$77.6M -$14.7M -195,488 -14%
MAM
23
Madison Asset Management
Wisconsin
$77.5M -$2.42M -32,237 -3%
Charles Schwab
24
Charles Schwab
California
$74.5M +$993K +13,205 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$72.9M +$4.1M +54,504 +5%

J Hedge Fund Activity: Q1 2020 in Review

556 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2020, worth a combined $9.3B — down 12% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of J and 62 opened new positions — a net loss of 8 holders — while 238 trimmed existing stakes and 156 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $107M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $125M.

  • 556 institutional investors held Jacobs Solutions (J) as of Q1 2020, down from 572 in Q4 2019.
  • Funds reported $9.3B of Jacobs Solutions stock for Q1 2020, down 12% quarter-over-quarter.
  • 62 funds opened new Jacobs Solutions positions in Q1 2020 and 70 closed out, a net change of -8 holders.
  • The largest Jacobs Solutions buyer in Q1 2020 was T. Rowe Price Associates, an estimated $107M added.
  • The largest Jacobs Solutions seller in Q1 2020 was Ruane, Cunniff & Goldfarb, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2020.