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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
LTI
301
Laffer Tengler Investments
Tennessee
$1.6M +$125K +1,146 +8%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$1.58M
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$1.57M +$1.6M +14,661 New
PAG
304
Private Advisor Group
New Jersey
$1.49M +$110K +1,013 +8%
VanEck Associates
305
VanEck Associates
New York
$1.48M +$765K +7,027 +104%
SWA
306
SFMG Wealth Advisors
Texas
$1.44M
CIM
307
Caldwell Investment Management
Ontario, Canada
$1.43M
FFH
308
Fairfax Financial Holdings
Ontario, Canada
$1.43M
AWM
309
Aberdeen Wealth Management
Illinois
$1.41M
ACM
310
Aquatic Capital Management
Illinois
$1.39M +$1.41M +12,936 New
Rafferty Asset Management
311
Rafferty Asset Management
New York
$1.37M +$73.3K +673 +6%
PP
312
Prudential plc
United Kingdom
$1.36M +$525K +4,819 +61%
GIBU
313
Gulf International Bank (UK)
United Kingdom
$1.36M -$145K -1,329 -9%
FHB
314
First Hawaiian Bank
Hawaii
$1.36M +$180K +1,649 +15%
Allianz Asset Management
315
Allianz Asset Management
Germany
$1.34M -$565K -5,187 -29%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$1.33M -$575K -5,280 -30%
TI
317
Tidal Investments
Wisconsin
$1.33M +$744K +6,833 +122%
RIA
318
Realta Investment Advisors
Delaware
$1.32M +$28.5K +262 +2%
CC
319
Centiva Capital
New York
$1.31M +$527K +4,837 +66%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.31M +$4.14K +38 +0.3%
Macquarie Group
321
Macquarie Group
Australia
$1.31M
D.E. Shaw & Co
322
D.E. Shaw & Co
New York
$1.29M -$13.7M -125,876 -91%
SWP
323
Stratos Wealth Partners
Ohio
$1.29M +$73.8K +678 +6%
NA
324
NewEdge Advisors
Louisiana
$1.27M +$53.7K +493 +4%
TPCW
325
TD Private Client Wealth
New York
$1.26M +$100K +922 +9%

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.