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Jacobs Solutions

738 hedge funds and large institutions have $14.5B invested in Jacobs Solutions in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $24.6M

109% more funds holding in top 10

Funds holding in top 10: 1123 (+12)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.83B)

3% more funds holding

Funds holding: 717738 (+21)

0.23% more ownership

Funds ownership: 101.89%102.12% (+0.23%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

Holders
738
Holders Change
+21
Holders Change %
+2.93%
% of All Funds
11.71%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.37%
New
99
Increased
251
Reduced
252
Closed
71
Calls
$57.2M
Puts
$24.6M
Net Calls
+$32.6M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
251
New York Life Investment Management
New York
$2.46M
SEIA
252
Signature Estate & Investment Advisors
California
$2.44M +$2.33M +21,643 New
IVP
253
Intrinsic Value Partners
Arizona
$2.43M -$9.16K -85 -0.4%
RSC
254
Red Spruce Capital
Pennsylvania
$2.4M +$43.1K +400 +2%
BRWA
255
B. Riley Wealth Advisors
Florida
$2.39M +$67.1K +623 +3%
HHAA
256
Henry H. Armstrong Associates
Pennsylvania
$2.33M
X
257
Xponance
Pennsylvania
$2.29M +$37.8K +351 +2%
SNBOSCI
258
Security National Bank of Sioux City Iowa
Iowa
$2.26M -$52.1K -484 -2%
EWM
259
Evercore Wealth Management
New York
$2.25M -$539 -5 -0%
SIG
260
Stonegate Investment Group
Alabama
$2.24M -$36.6K -340 -2%
AWM
261
Ameliora Wealth Management
Switzerland
$2.22M +$401K +3,726 +23%
YCM
262
Yousif Capital Management
Michigan
$2.22M -$64K -594 -3%
IIM
263
INTECH Investment Management
Florida
$2.18M -$5.56M -51,593 -73%
PVI
264
Pine Valley Investments
New Jersey
$2.14M +$163K +1,516 +9%
BPWM
265
Badgley Phelps Wealth Managers
Washington
$2.07M +$208K +1,933 +12%
CAM
266
Chesapeake Asset Management
New York
$2.06M -$471K -4,370 -19%
SOADOR
267
State of Alaska Department of Revenue
Alaska
$2.04M -$98.9K -918 -5%
Brown Advisory
268
Brown Advisory
Maryland
$2.04M -$6.46K -60 -0.3%
MLL
269
Moody Lynn & Lieberson
Massachusetts
$2.03M +$1.66M +15,447 +607%
OAM
270
Occidental Asset Management
California
$2.03M +$89.6K +832 +5%
RG
271
Richelieu Gestion
France
$2.02M -$1.14M -10,605 -37%
Russell Investments Group
272
Russell Investments Group
United Kingdom
$2M -$2.26M -20,930 -54%
ADBIC
273
A.D. Beadell Investment Counsel
Wisconsin
$2M +$319K +2,962 +20%
CIBC World Market
274
CIBC World Market
Ontario, Canada
$2M -$77K -715 -4%
Allianz Asset Management
275
Allianz Asset Management
Germany
$1.99M -$282K -2,616 -13%

J Hedge Fund Activity: Q3 2023 in Review

738 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2023, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new J positions and 71 closed out — a net gain of 28 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $102M. The largest seller was Madison Asset Management, cutting an estimated $65.4M.

  • 738 institutional investors held Jacobs Solutions (J) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $14.5B of Jacobs Solutions stock for Q3 2023, up 14% quarter-over-quarter.
  • 99 funds opened new Jacobs Solutions positions in Q3 2023 and 71 closed out, a net change of +28 holders.
  • The largest Jacobs Solutions buyer in Q3 2023 was Boston Partners, an estimated $102M added.
  • The largest Jacobs Solutions seller in Q3 2023 was Madison Asset Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2023.