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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
ONB
376
Old National Bancorp
Indiana
$792K -$225K -2,355 -23%
HI
377
Humankind Investments
New York
$785K +$2.29K +24 +0.3%
WAM
378
WealthTrust Asset Management
Florida
$781K +$758K +7,947 New
PP
379
Prudential plc
United Kingdom
$774K +$146K +1,532 +24%
VPIM
380
Vanguard Personalized Indexing Management
California
$767K +$173K +1,818 +30%
WT
381
Whittier Trust
California
$765K -$381 -4 -0.1%
YDMI
382
Y.D. More Investments
Israel
$760K +$79.2K +831 +12%
AIM
383
Aigen Investment Management
New York
$760K -$1.53M -16,017 -67%
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
$754K +$6.29K +66 +0.9%
HFS
385
Hantz Financial Services
Michigan
$753K +$31K +325 +4%
ASN
386
Advisory Services Network
Georgia
$751K +$10.6K +111 +1%
DWP
387
Daymark Wealth Partners
Ohio
$749K -$100K -1,053 -12%
HEIP
388
Hudson Edge Investment Partners
New Jersey
$749K +$4K +42 +0.6%
NMERB
389
New Mexico Educational Retirement Board
New Mexico
$736K +$34.6K +363 +5%
API
390
Advisor Partners II
California
$730K +$7.63K +80 +1%
First Manhattan
391
First Manhattan
New York
$718K
CP
392
CenterBook Partners
Connecticut
$717K +$695K +7,293 New
SSB
393
Sandy Spring Bank
Maryland
$716K +$391K +4,104 +129%
SC
394
Savant Capital
Illinois
$711K +$167K +1,752 +32%
DWT
395
Dorsey & Whitney Trust
South Dakota
$702K +$238K +2,494 +54%
TF
396
TLWM Financial
Texas
$699K +$9.34K +98 +1%
APM
397
Advanced Portfolio Management
New York
$698K +$676K +7,095 New
DADC
398
D.A. Davidson & Co
Montana
$681K +$22.4K +235 +4%
PPW
399
Pasadena Private Wealth
California
$671K
HCM
400
HMS Capital Management
Tennessee
$666K +$33.5K +351 +5%

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.