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Jacobs Solutions

623 hedge funds and large institutions have $11.9B invested in Jacobs Solutions in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 243 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 103.31%103.99% (+0.69%)

1% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $12.4M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less funds holding

Funds holding: 692623 (-69)

15% less capital invested

Capital invested by funds: $14B → $11.9B (-$2.04B)

21% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 243

56% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 107

Holders
623
Holders Change
-69
Holders Change %
-9.97%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
47
Increased
192
Reduced
243
Closed
107
Calls
$12.5M
Puts
$12.4M
Net Calls
+$79K
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
401
Altus Wealth Group
Colorado
$371K
VI
402
Versor Investments
New York
$365K +$209K +2,017 +98%
PP
403
Prudential plc
United Kingdom
$362K +$32.5K +314 +8%
SA
404
Syntax Advisors
New York
$355K +$37.1K +358 +10%
VCG
405
Vantage Consulting Group
Virginia
$355K +$37.1K +358 +10%
SPIA
406
Steward Partners Investment Advisory
New York
$349K +$104 +1 +0%
CA
407
CoreCap Advisors
Michigan
$348K +$5.91K +57 +1%
CWG
408
Crown Wealth Group
North Carolina
$347K -$43.9K -424 -10%
FCBT
409
First Citizens Bank & Trust
North Carolina
$346K +$17.1K +165 +4%
SSG
410
Summit Securities Group
New York
$345K +$365K +3,519 +1,086%
PCP
411
Proficio Capital Partners
Massachusetts
$344K -$2.8K -27 -0.7%
AWA
412
Arete Wealth Advisors
Illinois
$337K +$389K +3,751 New
I
413
IMPACTfolio
Colorado
$335K
XT
414
XTX Topco
Cayman Islands
$333K +$385K +3,714 New
EF
415
Empirical Finance
Pennsylvania
$331K +$53.2K +513 +16%
PMA
416
Prudent Man Advisors
Illinois
$329K -$1.86K -18 -0.5%
SSWM
417
Smith Salley Wealth Management
North Carolina
$329K
VI
418
Vestcor Inc
New Brunswick, Canada
$329K +$2.8K +27 +0.7%
MAM
419
Meeder Asset Management
Ohio
$328K -$72.4K -699 -16%
TBNY
420
Trustco Bank (New York)
New York
$322K
FFM
421
Forum Financial Management
Illinois
$321K
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K
AIM
423
Anchor Investment Management
South Carolina
$319K
AIM
424
Acropolis Investment Management
Missouri
$318K -$414 -4 -0.1%
KAS
425
Kestra Advisory Services
Texas
$312K -$108K -1,043 -23%

J Hedge Fund Activity: Q3 2022 in Review

623 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2022, worth a combined $11.9B — down 15% from $14B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of J and 47 opened new positions — a net loss of 60 holders — while 243 trimmed existing stakes and 192 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $103M. The largest seller was American Century Companies, cutting an estimated $63.2M.

  • 623 institutional investors held Jacobs Solutions (J) as of Q3 2022, down from 692 in Q2 2022.
  • Funds reported $11.9B of Jacobs Solutions stock for Q3 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Jacobs Solutions positions in Q3 2022 and 107 closed out, a net change of -60 holders.
  • The largest Jacobs Solutions buyer in Q3 2022 was Ceredex Value Advisors, an estimated $103M added.
  • The largest Jacobs Solutions seller in Q3 2022 was American Century Companies, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2022.