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Jacobs Solutions

638 hedge funds and large institutions have $12.3B invested in Jacobs Solutions in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 194 increasing their positions, 231 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $10.7B → $12.3B (+$1.58B)

12% more funds holding

Funds holding: 570638 (+68)

2.28% less ownership

Funds ownership: 107.16%104.88% (-2.3%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

16% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 231

33% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $24.5M

Holders
638
Holders Change
+68
Holders Change %
+11.93%
% of All Funds
11.29%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
106
Increased
194
Reduced
231
Closed
32
Calls
$16.4M
Puts
$24.5M
Net Calls
-$8.1M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B -$45.5M -536,990 -3%
State Street
2
State Street
Massachusetts
$924M -$27.2M -321,432 -3%
BlackRock
3
BlackRock
New York
$871M -$17.2M -203,016 -2%
Primecap Management
4
Primecap Management
California
$768M -$12.3M -144,834 -2%
Select Equity Group
5
Select Equity Group
New York
$648M -$62.3M -735,474 -9%
Capital World Investors
6
Capital World Investors
California
$641M +$105K +1,236 +0%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$519M +$73.4M +866,522 +18%
Capital International Investors
8
Capital International Investors
California
$437M +$102K +1,208 +0%
RCG
9
Ruane, Cunniff & Goldfarb
New York
$434M -$14.4M -169,570 -3%
Wells Fargo
10
Wells Fargo
California
$318M -$11M -130,010 -4%
AllianceBernstein
11
AllianceBernstein
Tennessee
$266M -$89.5M -1,056,429 -26%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$239M +$5.24M +61,809 +2%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$191M -$87.4M -1,031,139 -33%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$176M -$44.2M -521,444 -21%
FPP
15
Findlay Park Partners
United Kingdom
$175M -$11.9M -140,254 -7%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$158M -$38.7M -456,587 -21%
Northern Trust
17
Northern Trust
Illinois
$144M -$9.34M -110,183 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$139M +$1.47M +17,317 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$126M -$40.9M -482,029 -26%
ECP
20
Empyrean Capital Partners
California
$115M +$4.11M +48,511 +4%
Legal & General Group
21
Legal & General Group
United Kingdom
$113M +$22.8M +268,612 +27%
AII
22
AGF Investments Inc
Ontario, Canada
$107M +$19.8M +233,087 +24%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$102M +$7.62M +89,864 +9%
Invesco
24
Invesco
Georgia
$101M +$1.99M +23,512 +2%
Bank of America
25
Bank of America
North Carolina
$99.8M -$6.66M -78,565 -7%

J Hedge Fund Activity: Q4 2020 in Review

638 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2020, worth a combined $12.3B — up 15% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new J positions and 32 closed out — a net gain of 74 holders — while 194 added to existing stakes and 231 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $73.4M. The largest seller was AllianceBernstein, cutting an estimated $89.5M.

  • 638 institutional investors held Jacobs Solutions (J) as of Q4 2020, up from 570 in Q3 2020.
  • Funds reported $12.3B of Jacobs Solutions stock for Q4 2020, up 15% quarter-over-quarter.
  • 106 funds opened new Jacobs Solutions positions in Q4 2020 and 32 closed out, a net change of +74 holders.
  • The largest Jacobs Solutions buyer in Q4 2020 was T. Rowe Price Associates, an estimated $73.4M added.
  • The largest Jacobs Solutions seller in Q4 2020 was AllianceBernstein, an estimated $89.5M sold.

Based on aggregated 13F filings for Q4 2020.