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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
MLICM
401
Metropolitan Life Insurance Company (MetLife)
New York
$657K -$15.9K -167 -2%
WANY
402
Wealthspire Advisors (New York)
New York
$650K -$191 -2 -0%
KPWS
403
Kestra Private Wealth Services
Texas
$644K +$55K +577 +10%
Thrivent Financial for Lutherans
404
Thrivent Financial for Lutherans
Minnesota
$642K -$4.67K -49 -0.7%
HH
405
Hilltop Holdings
Texas
$635K -$572 -6 -0.1%
AAS
406
Avantax Advisory Services
Texas
$632K -$45.7K -479 -7%
MFC
407
Mechanics Financial Corp
Ohio
$632K
SIA
408
Schechter Investment Advisors
Michigan
$624K -$34.6K -363 -5%
CGH
409
Crossmark Global Holdings
Texas
$613K +$37.6K +394 +7%
V
410
Veritable
Delaware
$612K -$23.3K -244 -4%
ACA
411
Aspire Capital Advisors
Washington
$598K
HPCM
412
Hunter Perkins Capital Management
Illinois
$594K +$576K +6,045 New
CCMG
413
Clark Capital Management Group
Pennsylvania
$578K -$6.77K -71 -1%
Aviva
414
Aviva
United Kingdom
$575K -$1.91K -20 -0.3%
LRIC
415
Long Road Investment Counsel
Michigan
$574K
IIM
416
Intact Investment Management
Quebec, Canada
$571K +$219K +2,297 +66%
ZIG
417
Zuckerman Investment Group
Illinois
$562K
FB
418
Fulton Bank
Pennsylvania
$557K +$5.91K +62 +1%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$555K +$30.5K +320 +6%
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$541K +$5.24K +55 +1%
3LCM
421
3D/L Capital Management
Connecticut
$533K
SFA
422
Souders Financial Advisors
Ohio
$516K +$60.7K +637 +14%
DC
423
Davenport & Co
Virginia
$514K -$9.63K -101 -2%
AssetMark Inc
424
AssetMark Inc
California
$504K +$113K +1,180 +30%
GC
425
Guggenheim Capital
Illinois
$504K -$522K -5,470 -52%

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.