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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
WCA
276
Westover Capital Advisors
Delaware
$1.72M -$69.7K -731 -4%
PVI
277
Pine Valley Investments
New Jersey
$1.71M +$1.66M +17,393 New
CI
278
CX Institutional
Indiana
$1.71M +$22.4K +235 +1%
OAM
279
Occidental Asset Management
California
$1.69M +$1.64M +17,154 New
Toronto Dominion Bank
280
Toronto Dominion Bank
Ontario, Canada
$1.68M +$1.63M +17,130 New
Connor, Clark & Lunn Investment Management (CC&L)
281
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.63M -$1.67M -17,514 -51%
Federated Hermes
282
Federated Hermes
Pennsylvania
$1.62M
KIA
283
KCM Investment Advisors
California
$1.61M -$216K -2,267 -12%
BPWM
284
Badgley Phelps Wealth Managers
Washington
$1.61M +$1.56M +16,374 New
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$1.61M
NAM
286
Nissay Asset Management
Japan
$1.57M -$19.6K -206 -1%
AWM
287
Ameliora Wealth Management
Switzerland
$1.57M +$40.6K +426 +3%
BCI
288
Brinker Capital Investments
Pennsylvania
$1.56M -$147K -1,541 -9%
OPS
289
Orion Portfolio Solutions
Nebraska
$1.56M -$147K -1,541 -9%
LTI
290
Laffer Tengler Investments
Tennessee
$1.56M +$346K +3,629 +30%
TNAM
291
Terra Nova Asset Management
New York
$1.53M -$59K -619 -4%
GIBU
292
Gulf International Bank (UK)
United Kingdom
$1.53M -$443K -4,641 -23%
BO
293
Bank OZK
Arkansas
$1.52M +$1.48M +15,491 New
LD
294
Lipe & Dalton
New York
$1.47M -$92.8K -973 -6%
EW
295
Evoke Wealth
California
$1.46M
ADBIC
296
A.D. Beadell Investment Counsel
Wisconsin
$1.45M +$1.41M +14,755 New
Public Sector Pension Investment Board (PSP Investments)
297
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.45M -$210K -2,204 -13%
II
298
IFM Investors
Australia
$1.45M
HWAM
299
Hennion & Walsh Asset Management
New Jersey
$1.45M -$66.6K -698 -5%
SEC
300
Seven Eight Capital
New York
$1.44M +$992K +10,399 +246%

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.