Jacobs Levy Equity Management, Inc.
Jacobs Levy Equity Management, Inc. is an independent, registered investment advisor based in Florham Park, New Jersey. Founded in 1986, the firm focuses on managing U.S. equity portfolios for a global roster of institutional clients including corporate and public retirement plans, sovereign wealth funds, Taft-Hartley plans, endowments, foundations, and sub-advised funds. The company is recognized for its pioneering quantitative research and is a signatory to the United Nations Principles for Responsible Investment. As of 2025, the firm employs approximately 72 staff members.
Investment Strategy
Jacobs Levy Equity Management specializes in applying a multidimensional, dynamic investment process that incorporates human insight, finance and behavioral theory, advanced quantitative and statistical methods, and over 35 years of proprietary research. The firm’s equity portfolios are designed for institutional clients, emphasizing systematic strategies and quantitative research to identify profitable opportunities in U.S. equities. Their approach seeks to combine empirical rigor with innovative modeling, aiming for dollar-neutral and beta-neutral portfolio characteristics. The firm is committed to responsible investing as a signatory to the United Nations Principles for Responsible Investment.
Top Holdings
Equity Positions (1,009)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.14% | $1.57B | 9,908,124 | $59.77 | $157.99 | +$530.4M |
A AAPL | APPLE INC | 4.74% | $1.21B | 5,894,651 | $130.16 | $205.17 | -$313.2M |
M MSFT | MICROSOFT CORP | 4.08% | $1.04B | 2,091,104 | $260.84 | $497.41 | +$74.9M |
M META | META PLATFORMS INC | 2.11% | $537.4M | 728,086 | $444.95 | $738.09 | +$73.6M |
B BKNG | BOOKING HOLDINGS INC | 1.67% | $426.9M | 73,744 | $2510.00 | $5789.24 | +$19.2M |