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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
TWC
351
TD Waterhouse Canada
Ontario, Canada
$957K +$25.1K +263 +3%
BTI
352
Blue Trust Inc
Georgia
$947K -$19.8K -208 -2%
FRM
353
Fox Run Management
Connecticut
$945K +$916K +9,606 New
Bessemer Group
354
Bessemer Group
New Jersey
$943K -$111K -1,168 -11%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$927K -$46.1K -484 -5%
DA
356
Dover Advisors
Virginia
$917K -$19.7K -207 -2%
DTL
357
Dynamic Technology Lab
Singapore
$912K +$884K +9,273 New
CASB
358
Cape Ann Savings Bank
Massachusetts
$898K +$54.7K +574 +7%
FFA
359
Fortune Financial Advisors
Kansas
$898K +$871K +9,131 New
SAM
360
Seelaus Asset Management
New Jersey
$887K -$121K -1,268 -12%
XT
361
XTX Topco
Cayman Islands
$885K +$526K +5,512 +158%
MP
362
McDonald Partners
Ohio
$874K -$21K -220 -2%
CAN
363
Cetera Advisor Networks
California
$870K -$3.62K -38 -0.4%
Schroder Investment Management Group
364
Schroder Investment Management Group
United Kingdom
$866K -$184K -1,934 -18%
SC
365
Scotia Capital
Ontario, Canada
$858K +$133K +1,392 +19%
MIM
366
Moseley Investment Management
Florida
$850K +$3.05K +32 +0.4%
CAM
367
Cresset Asset Management
Illinois
$848K +$234K +2,456 +40%
JAG
368
Journey Advisory Group
Kentucky
$844K
Lido Advisors
369
Lido Advisors
California
$835K +$21.9K +230 +3%
PI
370
Pettee Investors
Connecticut
$826K +$20.1K +211 +3%
SP
371
Symmetry Partners
Connecticut
$816K
AIMCA
372
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$808K
CA
373
Clearstead Advisors
Ohio
$806K +$719K +7,540 +1,155%
GD
374
Grandfield & Dodd
New York
$803K -$13.6K -143 -2%
CIM
375
CIM Investment Management
Pennsylvania
$797K +$1.91K +20 +0.2%

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.