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Jacobs Solutions

738 hedge funds and large institutions have $14.5B invested in Jacobs Solutions in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $24.6M

109% more funds holding in top 10

Funds holding in top 10: 1123 (+12)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.83B)

3% more funds holding

Funds holding: 717738 (+21)

0.23% more ownership

Funds ownership: 101.89%102.12% (+0.23%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

Holders
738
Holders Change
+21
Holders Change %
+2.93%
% of All Funds
11.71%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.37%
New
99
Increased
251
Reduced
252
Closed
71
Calls
$57.2M
Puts
$24.6M
Net Calls
+$32.6M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
351
Pinnbrook Capital Management
New York
$1.04M +$996K +9,240 New
CASB
352
Cape Ann Savings Bank
Massachusetts
$1.04M +$9.7K +90 +1%
NICM
353
Neo Ivy Capital Management
New York
$1.04M +$993K +9,212 New
AWM
354
AE Wealth Management
Kansas
$1.04M -$193K -1,789 -16%
OAM
355
Oppenheimer Asset Management
New York
$1.02M -$3.61M -33,486 -79%
CAM
356
Cresset Asset Management
Illinois
$1.02M +$41.5K +385 +4%
Schroder Investment Management Group
357
Schroder Investment Management Group
United Kingdom
$1M +$5.17K +48 +0.5%
RGI
358
River Global Investors
United Kingdom
$997K +$951K +8,825 New
TWC
359
TD Waterhouse Canada
Ontario, Canada
$992K -$60.3K -560 -6%
CI
360
CX Institutional
Indiana
$977K -$936K -8,685 -50%
Lido Advisors
361
Lido Advisors
California
$976K +$17.5K +162 +2%
JAG
362
Journey Advisory Group
Kentucky
$969K
MP
363
McDonald Partners
Ohio
$962K -$39.1K -363 -4%
BTI
364
Blue Trust Inc
Georgia
$959K +$1.72K +16 +0.2%
CWM
365
CIBC World Markets
New York
$949K -$1.03M -9,579 -53%
MIM
366
Moseley Investment Management
Florida
$934K -$40.6K -377 -4%
VPIM
367
Vanguard Personalized Indexing Management
California
$932K +$49.8K +462 +6%
SSB
368
Sandy Spring Bank
Maryland
$932K +$105K +974 +13%
AIMCA
369
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$928K
GD
370
Grandfield & Dodd
New York
$922K
Luther King Capital Management (LKCM)
371
Luther King Capital Management (LKCM)
Texas
$922K +$880K +8,167 New
PI
372
Pettee Investors
Connecticut
$919K -$28K -260 -3%
AMG
373
Advisors Management Group
Wisconsin
$914K +$872K +8,092 New
BP
374
Ballentine Partners
Massachusetts
$909K +$438K +4,062 +102%
Axa
375
Axa
France
$909K +$364K +3,374 +72%

J Hedge Fund Activity: Q3 2023 in Review

738 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2023, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new J positions and 71 closed out — a net gain of 28 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $102M. The largest seller was Madison Asset Management, cutting an estimated $65.4M.

  • 738 institutional investors held Jacobs Solutions (J) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $14.5B of Jacobs Solutions stock for Q3 2023, up 14% quarter-over-quarter.
  • 99 funds opened new Jacobs Solutions positions in Q3 2023 and 71 closed out, a net change of +28 holders.
  • The largest Jacobs Solutions buyer in Q3 2023 was Boston Partners, an estimated $102M added.
  • The largest Jacobs Solutions seller in Q3 2023 was Madison Asset Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2023.