A Closer Look at Jacobs Levy Equity Management's Q3-Q4 2022 Holdings: Winners and Losers

Jacobs Levy Equity Management is a renowned investment management firm specializing in quantitative investing. In this blog post, we'll be taking a closer look at their Q3-Q4 2022 holdings and analyzing the winners and losers. Let's jump right in.

As you can see from the table above, some of the biggest holdings for the firm include tech giants like Microsoft (MSFT), Apple (AAPL), and Alphabet (GOOG). During the Q3-Q4 period, Microsoft saw a 27.5% increase in shares, reaching 2,175,271, while Apple saw an 18.8% increase in shares, reaching 3,934,539. However, Alphabet wasn't as fortunate and saw a 15.5% decrease in shares, reaching 2,290,449.

On the other hand, the healthcare industry was also a popular sector for the firm, with holdings in companies like Humana (HUM) and McKesson Corp (MCK). Humana saw a 12% increase in shares, reaching 393,846, while MCK saw a 33.3% increase in shares, reaching 408,667.

Moving on, let's take a closer look at the winners and losers during this period.

Winners

1. Vertex Pharmaceuticals Inc (VRTX) - VRTX saw a massive 214.5% increase in shares, reaching 635,992, making it one of the biggest winners for the firm during this period.

2. FedEx Corp (FDX) - FDX saw an impressive 319.7% increase in shares, reaching 761,337.

3. Vistra Corp (VST) - VST saw a significant 121.3% increase in shares, reaching 2,658,971.

Losers

1. Tesla Inc (TSLA) - TSLA saw a 54.5% decrease in shares, reaching 1,076,818, making it one of the biggest losers for the firm during this period.

2. Amazon.com Inc (AMZN) - AMZN also saw a significant decrease in shares, reaching 1,259,116, a decrease of 32.8%.

3. Booking Holdings Inc (BKNG) - BKNG saw a 54.5% decrease in shares, reaching just 29,287.

Conclusion

In conclusion, Jacobs Levy Equity Management's Q3-Q4 2022 holdings were a mixed bag, with some companies seeing significant gains while others experienced losses. As with any investment management firm, it's essential to keep a close eye on their holdings and identify any potential opportunities or risks. Tech and healthcare industries continue to be popular sectors for the firm, and it will be interesting to see how their holdings evolve in the future.