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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
X
276
Xponance
Pennsylvania
$2.08M -$96.1K -883 -4%
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$2.07M +$380K +3,489 +22%
PVI
278
Pine Valley Investments
New Jersey
$2.05M +$23.1K +212 +1%
YCM
279
Yousif Capital Management
Michigan
$2.05M -$68K -625 -3%
CAM
280
Chesapeake Asset Management
New York
$1.95M
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$1.94M +$684K +6,287 +53%
FC
282
FORA Capital
Florida
$1.92M +$1.94M +17,858 New
Robeco Institutional Asset Management
283
Robeco Institutional Asset Management
Netherlands
$1.92M +$696K +6,389 +56%
EWM
284
Evercore Wealth Management
New York
$1.91M -$236K -2,165 -11%
BCIM
285
British Columbia Investment Management
British Columbia, Canada
$1.88M +$398K +3,656 +26%
NAM
286
Nissay Asset Management
Japan
$1.84M +$65.4K +601 +4%
Brown Advisory
287
Brown Advisory
Maryland
$1.84M -$104K -955 -5%
Walleye Trading
288
Walleye Trading
New York
$1.82M +$1.85M +16,968 New
AWM
289
Ameliora Wealth Management
Switzerland
$1.81M -$305K -2,805 -14%
Public Employees Retirement Association of Colorado
290
Public Employees Retirement Association of Colorado
Colorado
$1.75M
BO
291
Bank OZK
Arkansas
$1.74M +$27.9K +256 +2%
ECM
292
ExodusPoint Capital Management
New York
$1.73M +$1.75M +16,082 New
KIA
293
KCM Investment Advisors
California
$1.71M
IIM
294
INTECH Investment Management
Florida
$1.67M -$414K -3,800 -20%
CT
295
Coastline Trust
Rhode Island
$1.64M
II
296
IFM Investors
Australia
$1.63M
SA
297
Strategic Advisors
New York
$1.63M -$44.1K -405 -3%
GT
298
Glenmede Trust
Pennsylvania
$1.62M -$876K -8,049 -35%
TNAM
299
Terra Nova Asset Management
New York
$1.61M -$69.8K -641 -4%
LD
300
Lipe & Dalton
New York
$1.6M

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.