Jacobs Levy Equity Management
Jacobs Levy Equity Management is a fund manager in Florham Park with $14.9B assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Jacobs Levy Equity Management Inc
SEC CIK
IRS number
222774695
SEC advisor number
801-28257
FINRA CRD number
107022
AUM ?
$16.8B
(as of 28 Apr 22)
Accounts
116
(as of 28 Apr 22)
Employees
60
(30 investment advisory or research)
Address
Jacobs Levy Equity Management
100 CAMPUS DRIVE
P.O. BOX 650
FLORHAM PARK
NJ 07932
100 CAMPUS DRIVE
P.O. BOX 650
FLORHAM PARK
NJ 07932
Phone
9734109222
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Jacobs Levy Equity Management | $14.9B | |
| Jacobs Levy 130-30 Core 3 Fund, LLC | $1.01B | Hedge Fund |
| Jacobs Levy 130-30 Large 1 Fund, LLC | $71.19M | Hedge Fund |
| Jacobs Levy 130-30 Small 2 Fund, LLC | $169.24M | Hedge Fund |
Investment data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
| Top 50 of 989 long holdings End of quarter 31 Mar 22 |
Value |
#Shares |
Prev Q |
Change %, QoQ |
|---|---|---|---|---|
| $520.09M | 186.21K | 158.09K | +17.8 | |
| $492.22M | 2.82M | 2.48M | +13.6 | |
| $491.69M | 1.59M | 1.14M | +40.4 | |
| $241.38M | 74.04K | 123.89K | -40.2 | |
| $181.71M | 411.66K | 412.24K | -0.1 | |
| $174.89M | 571.31K | 589.74K | -3.1 | |
| $174.55M | 355.34K | 366.58K | -3.1 | |
| $156.61M | 6.63M | 6.32M | +4.8 | |
| $151.2M | 3.05M | 2.32M | +31.3 | |
| $148.13M | 1.64M | 1.69M | -2.8 | |
| $146.98M | 2.47M | 1.98M | +25.1 | |
| $146.41M | 611.04K | 97.43K | +527.1 | |
| $144.41M | 331.85K | 286K | +16.0 | |
| $143.98M | 8.51M | 8.69M | -2.0 | |
| $132.65M | 64.88K | 64.02K | +1.3 | |
| $125.06M | 374.9K | 378.08K | -0.8 | |
| $120.72M | 871.55K | 811.33K | +7.4 | |
| $120.21M | 351.75K | 378.26K | -7.0 | |
| $120.04M | 2.09M | 2.14M | -2.4 | |
| $116.35M | 984.61K | 969.98K | +1.5 | |
| $116.01M | 384.53K | 421.53K | -8.8 | |
| $115.3M | 1.14M | 1.03M | +9.8 | |
| $112.96M | 1.32M | 1.3M | +1.7 | |
| $105.66M | 307.05K | 299.92K | +2.4 | |
| $105.04M | 6.29M | 5.97M | +5.3 | |
| $104.92M | 574.17K | 573.24K | +0.2 | |
| $99.55M | 598.99K | 586.16K | +2.2 | |
| $98.98M | 2.66M | 2.69M | -0.8 | |
| $98.17M | 1.14M | 1.01M | +12.6 | |
| $91.56M | 1.15M | 1.08M | +7.1 | |
| $91.44M | 411.05K | 359.02K | +14.5 | |
| $91.14M | 2.51M | 3.06M | -18.0 | |
| $90.32M | 440.37K | 49.96K | +781.4 | |
| $89.61M | 613.62K | 591.23K | +3.8 | |
| $84.91M | 562.96K | 280.58K | +100.6 | |
| $84.9M | 147.44K | 304.01K | -51.5 | |
| $84.37M | 761.38K | 779.87K | -2.4 | |
| $82.43M | 1.45M | 1.51M | -3.8 | |
| $81.57M | 1.64M | 1.41M | +16.6 | |
| $81.51M | 228.07K | 59.3K | +284.6 | |
| $81.02M | 968K | 1.12M | -13.9 | |
| $80.17M | 732.43K | 690.4K | +6.1 | |
| $80.14M | 2.54M | 2.62M | -3.1 | |
| $77.26M | 347.47K | 46.25K | +651.3 | |
| $73.42M | 668.03K | 715.02K | -6.6 | |
| $71.69M | 981.6K | 989.55K | -0.8 | |
| $67.25M | 1.09M | 1.24M | -12.0 | |
| $67.13M | 738.46K | 735.55K | +0.4 | |
| $65.79M | 871.68K | 1.02M | -14.3 | |
| $64.85M | 723.54K | 979.8K | -26.2 |
Holdings list only includes long positions.
Only includes long positions.
Calendar
17 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
13 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Nov 20
13F-HR
Quarterly holdings report by institutional manager
16 Aug 20
13F-HR
Quarterly holdings report by institutional manager
15 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20