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Jacobs Solutions

786 hedge funds and large institutions have $14.1B invested in Jacobs Solutions in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 273 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 69

83% more call options, than puts

Call options by funds: $69.8M | Put options by funds: $38.2M

10% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 248

7% more funds holding

Funds holding: 738786 (+48)

2.12% more ownership

Funds ownership: 102.12%104.24% (+2.1%)

3% less capital invested

Capital invested by funds: $14.5B → $14.1B (-$407M)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
786
Holders Change
+48
Holders Change %
+6.5%
% of All Funds
11.46%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.17%
New
129
Increased
273
Reduced
248
Closed
69
Calls
$69.8M
Puts
$38.2M
Net Calls
+$31.6M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
251
Janus Henderson Group
United Kingdom
$2.6M -$1.03M -9,489 -28%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$2.59M -$52.6K -483 -2%
TAF
253
Tredje AP-fonden
Sweden
$2.59M +$2.62M +24,102 New
SRC
254
Shufro Rose & Co
New York
$2.59M -$74.4K -683 -3%
SEIA
255
Signature Estate & Investment Advisors
California
$2.51M +$187K +1,719 +8%
TRCT
256
Tower Research Capital (TRC)
New York
$2.42M +$1.16M +10,697 +91%
RG
257
Richelieu Gestion
France
$2.35M +$435K +4,000 +22%
NYLIM
258
New York Life Investment Management
New York
$2.32M -$17.6K -162 -0.7%
IVP
259
Intrinsic Value Partners
Arizona
$2.3M -$6.53K -60 -0.3%
Amundi
260
Amundi
France
$2.3M -$556K -5,109 -19%
ProShare Advisors
261
ProShare Advisors
Maryland
$2.3M -$63.7K -585 -3%
Marshall Wace
262
Marshall Wace
United Kingdom
$2.29M -$4.23M -38,871 -65%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$2.29M -$111K -1,015 -5%
SLAM
264
Swiss Life Asset Management
$2.24M -$230K -2,114 -9%
SOADOR
265
State of Alaska Department of Revenue
Alaska
$2.24M +$305K +2,798 +15%
RSC
266
Red Spruce Capital
Pennsylvania
$2.24M -$44.1K -405 -2%
BRWA
267
B. Riley Wealth Advisors
Florida
$2.23M -$38K -349 -2%
HHAA
268
Henry H. Armstrong Associates
Pennsylvania
$2.22M
BFPW
269
BOK Financial Private Wealth
Colorado
$2.21M -$230K -2,114 -9%
OAM
270
Occidental Asset Management
California
$2.15M +$217K +1,995 +11%
SNBOSCI
271
Security National Bank of Sioux City Iowa
Iowa
$2.12M -$23.4K -215 -1%
SIG
272
Stonegate Investment Group
Alabama
$2.12M -$9.04K -83 -0.4%
CWM
273
CIBC World Markets
New York
$2.1M +$1.22M +11,199 +133%
ADBIC
274
A.D. Beadell Investment Counsel
Wisconsin
$2.1M +$203K +1,862 +11%
WCA
275
Westover Capital Advisors
Delaware
$2.09M +$254K +2,332 +14%

J Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2023, worth a combined $14.1B — down 2.8% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new J positions and 69 closed out — a net gain of 60 holders — while 273 added to existing stakes and 248 trimmed.

The largest buyer was Boston Partners, adding an estimated $277M. The largest seller was Select Equity Group, cutting an estimated $289M.

  • 786 institutional investors held Jacobs Solutions (J) as of Q4 2023, up from 738 in Q3 2023.
  • Funds reported $14.1B of Jacobs Solutions stock for Q4 2023, down 2.8% quarter-over-quarter.
  • 129 funds opened new Jacobs Solutions positions in Q4 2023 and 69 closed out, a net change of +60 holders.
  • The largest Jacobs Solutions buyer in Q4 2023 was Boston Partners, an estimated $277M added.
  • The largest Jacobs Solutions seller in Q4 2023 was Select Equity Group, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2023.