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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
CA
376
Clearstead Advisors
Ohio
$874K -$896K -8,227 -50%
PI
377
Pettee Investors
Connecticut
$874K
YIH
378
Y-Intercept (HK)
Hong Kong
$867K +$879K +8,075 New
Schroder Investment Management Group
379
Schroder Investment Management Group
United Kingdom
$863K -$89.5K -822 -9%
BP
380
Ballentine Partners
Massachusetts
$862K -$1.96K -18 -0.2%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$855K
DWT
382
Dorsey & Whitney Trust
South Dakota
$855K +$89.7K +824 +12%
CIM
383
CIM Investment Management
Pennsylvania
$850K
KIG
384
Kennedy Investment Group
New Jersey
$848K +$860K +7,897 New
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$847K -$30.2K -277 -3%
TWC
386
TD Waterhouse Canada
Ontario, Canada
$841K -$81.9K -752 -9%
SA
387
SRN Advisors
Pennsylvania
$832K +$843K +7,747 New
ASN
388
Advisory Services Network
Georgia
$832K +$22.1K +203 +3%
FB
389
Fulton Bank
Pennsylvania
$823K +$125K +1,148 +18%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$822K +$94.8K +871 +13%
KAS
391
Kestra Advisory Services
Texas
$808K +$398K +3,657 +94%
Bessemer Group
392
Bessemer Group
New Jersey
$808K -$416K -3,818 -34%
TIM
393
Thornburg Investment Management
New Mexico
$804K +$816K +7,491 New
KPWS
394
Kestra Private Wealth Services
Texas
$799K +$75.2K +691 +10%
DA
395
Dover Advisors
Virginia
$794K -$210K -1,932 -21%
WLG
396
Williamson Legacy Group
Indiana
$789K +$800K +7,352 New
TF
397
TLWM Financial
Texas
$789K +$2.83K +26 +0.4%
SP
398
Symmetry Partners
Connecticut
$789K -$58.2K -535 -7%
DADC
399
D.A. Davidson & Co
Montana
$785K +$7.08K +65 +0.9%
First Manhattan
400
First Manhattan
New York
$783K -$218 -2 -0%

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.