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Jacobs Solutions

717 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

57% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.8M

5% more funds holding

Funds holding: 680717 (+37)

0% less capital invested

Capital invested by funds: $12.7B → $12.7B (-$41.8M)

4% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 250

1.56% less ownership

Funds ownership: 103.45%101.89% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
717
Holders Change
+37
Holders Change %
+5.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
85
Increased
239
Reduced
250
Closed
45
Calls
$18.6M
Puts
$11.8M
Net Calls
+$6.79M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
IVP
251
Intrinsic Value Partners
Arizona
$2.12M -$109K -1,142 -5%
SAM
252
Silvercrest Asset Management
New York
$2.11M -$46M -482,913 -96%
UAS
253
United Asset Strategies
New York
$2.07M -$5.53K -58 -0.3%
SI
254
Stephens Inc
Arkansas
$2.06M +$2M +20,938 New
RSC
255
Red Spruce Capital
Pennsylvania
$2.05M +$22.3K +234 +1%
HHAA
256
Henry H. Armstrong Associates
Pennsylvania
$2.03M -$92.3K -968 -4%
BRWA
257
B. Riley Wealth Advisors
Florida
$2.02M -$46K -482 -2%
SNBOSCI
258
Security National Bank of Sioux City Iowa
Iowa
$2.01M +$1.95M +20,485 New
YCM
259
Yousif Capital Management
Michigan
$1.99M +$24.9K +261 +1%
SIG
260
Stonegate Investment Group
Alabama
$1.99M
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$1.97M -$90.1K -945 -5%
EWM
262
Evercore Wealth Management
New York
$1.96M -$205K -2,151 -10%
X
263
Xponance
Pennsylvania
$1.96M -$7.82K -82 -0.4%
CT
264
Coastline Trust
Rhode Island
$1.94M -$1.29M -13,492 -41%
GLA
265
Great Lakes Advisors
Illinois
$1.93M -$2.97M -31,118 -61%
Alyeska Investment Group
266
Alyeska Investment Group
Illinois
$1.93M +$1.87M +19,590 New
SO
267
STRS Ohio
Ohio
$1.89M +$124K +1,304 +7%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$1.87M -$77.7K -815 -4%
SOADOR
269
State of Alaska Department of Revenue
Alaska
$1.87M -$200K -2,098 -10%
GAM
270
Gotham Asset Management
New York
$1.82M -$1.29M -13,529 -42%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$1.81M +$19.3K +202 +1%
CNB
272
Czech National Bank
Czech Republic
$1.79M +$10.3K +108 +0.6%
Brown Advisory
273
Brown Advisory
Maryland
$1.78M -$122K -1,283 -7%
CWM
274
CIBC World Markets
New York
$1.77M +$976K +10,234 +132%
Arrowstreet Capital
275
Arrowstreet Capital
Massachusetts
$1.75M -$6.89M -72,259 -80%

J Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2023, worth a combined $12.7B — down 0.33% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new J positions and 45 closed out — a net gain of 40 holders — while 239 added to existing stakes and 250 trimmed.

The largest buyer was Third Point, adding an estimated $135M. The largest seller was Mackenzie Financial, cutting an estimated $359M.

  • 717 institutional investors held Jacobs Solutions (J) as of Q2 2023, up from 680 in Q1 2023.
  • Funds reported $12.7B of Jacobs Solutions stock for Q2 2023, down 0.33% quarter-over-quarter.
  • 85 funds opened new Jacobs Solutions positions in Q2 2023 and 45 closed out, a net change of +40 holders.
  • The largest Jacobs Solutions buyer in Q2 2023 was Third Point, an estimated $135M added.
  • The largest Jacobs Solutions seller in Q2 2023 was Mackenzie Financial, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2023.