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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
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$1.25M
IMRF
327
Illinois Municipal Retirement Fund
Illinois
$1.21M
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$1.21M +$145K +1,335 +13%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$1.21M +$400K +3,675 +48%
FFWA
330
FRG Family Wealth Advisors
Washington
$1.21M
WIM
331
Waycross Investment Management
Washington
$1.2M -$3.92K -36 -0.3%
GLR
332
Great Lakes Retirement
Ohio
$1.19M +$61.2K +562 +5%
LB
333
Legacy Bridge
Iowa
$1.19M -$62.5K -574 -5%
EGM
334
Engineers Gate Manager
New York
$1.19M +$568K +5,220 +90%
QCM
335
Qsemble Capital Management
New York
$1.18M +$1.19M +10,945 New
SC
336
Scotia Capital
Ontario, Canada
$1.17M +$115K +1,060 +11%
Balyasny Asset Management
337
Balyasny Asset Management
Illinois
$1.15M -$48.6M -446,760 -98%
BIM
338
Baldwin Investment Management
Pennsylvania
$1.14M -$50.6K -465 -4%
MCM
339
Monarch Capital Management
Indiana
$1.14M -$148K -1,361 -11%
SC
340
Savant Capital
Illinois
$1.12M +$347K +3,189 +44%
LIM
341
Leavell Investment Management
Alabama
$1.12M +$18.3K +168 +2%
PMA
342
Prudent Man Advisors
Illinois
$1.11M -$40.9K -376 -4%
SBIA
343
Sheaff Brock Investment Advisors
Indiana
$1.11M
CAN
344
Cetera Advisor Networks
California
$1.1M +$107K +986 +11%
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$15.6K -143 -1%
VA
346
Vident Advisory
Georgia
$1.1M +$653 +6 +0.1%
CB
347
Commerce Bank
Missouri
$1.09M +$18.1K +166 +2%
VPIM
348
Vanguard Personalized Indexing Management
California
$1.06M +$172K +1,580 +19%
Jones Financial Companies
349
Jones Financial Companies
Missouri
$1.04M +$6.42K +59 +0.6%
SAM
350
Securian Asset Management
Minnesota
$1.03M -$139K -1,275 -12%

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.