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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
FFA
351
Fortune Financial Advisors
Kansas
$1.02M -$3.38K -31 -0.3%
AAS
352
Ameritas Advisory Services
Nebraska
$1.02M -$15.1K -139 -1%
M&T Bank
353
M&T Bank
New York
$1.02M +$762 +7 +0.1%
RGI
354
River Global Investors
United Kingdom
$1.01M +$68.5K +629 +7%
CASB
355
Cape Ann Savings Bank
Massachusetts
$1.01M -$14.9K -137 -1%
SEC
356
Seven Eight Capital
New York
$1.01M +$1.02M +9,400 New
CAM
357
Cresset Asset Management
Illinois
$990K +$23.3K +214 +2%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$986K -$26.3K -242 -3%
AWM
359
AE Wealth Management
Kansas
$969K -$71.7K -659 -7%
CIC
360
Cornercap Investment Counsel
Georgia
$954K +$968K +8,890 New
Lido Advisors
361
Lido Advisors
California
$951K +$23.2K +213 +2%
SSB
362
Sandy Spring Bank
Maryland
$950K +$64.7K +594 +7%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$950K +$91.4K +840 +10%
SIA
364
Schechter Investment Advisors
Michigan
$939K +$82.3K +756 +9%
SAM
365
Silvercrest Asset Management
New York
$926K -$572K -5,251 -38%
AMG
366
Advisors Management Group
Wisconsin
$923K +$55.1K +506 +6%
JAG
367
Journey Advisory Group
Kentucky
$922K
A
368
AlphaQuest
New York
$921K +$934K +8,579 New
WT
369
Whittier Trust
California
$902K +$146K +1,341 +19%
CI
370
CX Institutional
Indiana
$888K -$42.1K -387 -4%
AIMCA
371
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$883K
SAM
372
Seelaus Asset Management
New Jersey
$881K +$125K +1,149 +16%
MP
373
McDonald Partners
Ohio
$880K -$36.1K -332 -4%
GD
374
Grandfield & Dodd
New York
$877K
MIM
375
Moseley Investment Management
Florida
$875K -$13.2K -121 -1%

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.