How many stocks does JACOBS LEVY EQUITY MANAGEMENT, INC own?

As of Q4 2018, JACOBS LEVY EQUITY MANAGEMENT, INC holds 964 positions in their 13F portfolio.

What is JACOBS LEVY EQUITY MANAGEMENT, INC's largest holding?

MSFT at 3.3% of portfolio, worth $187.1M.

What is JACOBS LEVY EQUITY MANAGEMENT, INC's total portfolio value?

$5.7B as of Q4 2018, tracked across 964 holdings.

Is JACOBS LEVY EQUITY MANAGEMENT, INC a hedge fund?

JACOBS LEVY EQUITY MANAGEMENT, INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does JACOBS LEVY EQUITY MANAGEMENT, INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio changed in Q4 2018?

View JACOBS LEVY EQUITY MANAGEMENT, INC's latest portfolio changes, new positions, and exits for Q4 2018 on HoldingsIntel.

What is JACOBS LEVY EQUITY MANAGEMENT, INC's investment strategy?

JACOBS LEVY EQUITY MANAGEMENT, INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

JACOBS LEVY EQUITY MANAGEMENT, INC

Institutional investor · Portfolio as of Q4 2018

Top Holdings964 positions

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Activity:

				Price Trend
MSFT Microsoft Corp.	1.8M	$187.1M	3.3%	—	$94.43	0.00%	1 qtr	First report 0
GOOG Alphabet Inc.	166,618	$172.6M	3.0%	—	$51.29	0.00%	1 qtr	First report 0
AMZN Amazon.com, Inc.	108,507	$163M	2.9%	—	$75.10	0.00%	1 qtr	First report 0
MA MasterCard Incorporated	473,162	$89.3M	1.6%	—	$180.51	0.00%	1 qtr	First report 0
AAPL Apple Inc.	522,445	$82.4M	1.4%	—	$37.39	0.00%	1 qtr	First report 0
BA BOEING CO	215,569	$69.5M	1.2%	—	$307.43	0.00%	1 qtr	First report 0
BMY BRISTOL-MYERS SQUIBB CO	1.3M	$67.2M	1.2%	—	$38.81	0.00%	1 qtr	First report 0
SBUX STARBUCKS CORP	930,980	$60M	1.1%	—	$54.35	0.00%	1 qtr	First report 0
CELGDelisted CELGENE CORP	870,183	$55.8M	1.0%	—	—	—	1 qtr	First report 0
VRTX Vertex Pharmaceuticals Incorporated	322,690	$53.5M	0.9%	—	$161.42	0.00%	1 qtr	First report 0
TJX The TJX Companies Inc.	1.1M	$50.6M	0.9%	—	$40.34	0.00%	1 qtr	First report 0
WCGDelisted WELLCARE HEALTH PLANS INC	208,598	$49.2M	0.9%	—	—	—	1 qtr	First report 0
COST Costco Wholesale Corporation	229,095	$46.7M	0.8%	—	$183.62	0.00%	1 qtr	First report 0
DPZ DOMINOS PIZZA INC	185,144	$45.9M	0.8%	—	$224.64	0.00%	1 qtr	First report 0
F FORD MTR CO DEL	5.8M	$44M	0.8%	—	$5.17	0.00%	1 qtr	First report 0
HUM HUMANA INC	148,868	$42.6M	0.7%	—	$265.72	0.00%	1 qtr	First report 0
PRU PRUDENTIAL FINL INC	515,308	$42M	0.7%	—	$55.46	0.00%	1 qtr	First report 0
OXY OCCIDENTAL PETE CORP	679,106	$41.7M	0.7%	—	$51.72	0.00%	1 qtr	First report 0
ELV ANTHEM INC	156,119	$41M	0.7%	—	$235.91	0.00%	1 qtr	First report 0
AGNDelisted ALLERGAN PLC	301,100	$40.2M	0.7%	—	—	—	1 qtr	First report 0

$5.7B

AUM

964

Positions

Q4 2018

Filing

HI score · 2.5/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q4'18

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q4 2018 Summary

First quarter we have for this fund: 964 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $5.7B across 964 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.29%

GOOG3.03%

AMZN2.86%

MA1.57%

AAPL1.45%

BA1.22%

BMY1.18%

SBUX1.05%

CELG0.98%

VRTX0.94%