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Jacobs Solutions

738 hedge funds and large institutions have $14.5B invested in Jacobs Solutions in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $24.6M

109% more funds holding in top 10

Funds holding in top 10: 1123 (+12)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.83B)

3% more funds holding

Funds holding: 717738 (+21)

0.23% more ownership

Funds ownership: 101.89%102.12% (+0.23%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

Holders
738
Holders Change
+21
Holders Change %
+2.93%
% of All Funds
11.71%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.37%
New
99
Increased
251
Reduced
252
Closed
71
Calls
$57.2M
Puts
$24.6M
Net Calls
+$32.6M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Humankind Investments
New York
$777K -$118K -1,098 -14%
TCM
402
Teza Capital Management
Illinois
$769K -$2M -18,540 -73%
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$766K +$497K +4,612 +212%
VanEck Associates
404
VanEck Associates
New York
$763K +$179K +1,659 +33%
KPWS
405
Kestra Private Wealth Services
Texas
$762K +$21.8K +202 +3%
MCM
406
MAI Capital Management
Ohio
$758K -$367K -3,404 -34%
HCM
407
HMS Capital Management
Tennessee
$750K -$14.4K -134 -2%
FB
408
Fulton Bank
Pennsylvania
$736K +$91.9K +853 +15%
PAS
409
Park Avenue Securities
New York
$724K +$691K +6,414 New
OQS
410
Occudo Quantitative Strategies
Florida
$723K +$690K +6,404 New
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$722K -$13.9K -129 -2%
MFC
412
Mechanics Financial Corp
Ohio
$722K -$3.23K -30 -0.5%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$720K +$78.7K +730 +13%
ACA
414
Aspire Capital Advisors
Washington
$720K +$32K +297 +5%
NB
415
NBT Bank
New York
$712K +$292K +2,710 +75%
MLICM
416
Metropolitan Life Insurance Company (MetLife)
New York
$711K -$41.5K -385 -6%
HWAM
417
Hennion & Walsh Asset Management
New Jersey
$703K -$915K -8,492 -58%
PPW
418
Pasadena Private Wealth
California
$689K -$78.1K -725 -11%
NB
419
Norinchukin Bank
Japan
$684K -$859K -7,974 -57%
HPCM
420
Hunter Perkins Capital Management
Illinois
$683K
CGH
421
Crossmark Global Holdings
Texas
$683K +$1.29K +12 +0.2%
AssetMark Inc
422
AssetMark Inc
California
$674K +$90.7K +842 +16%
DC
423
Diametric Capital
Massachusetts
$670K +$640K +5,938 New
HH
424
Hilltop Holdings
Texas
$669K -$57.3K -532 -8%
LRIC
425
Long Road Investment Counsel
Michigan
$659K

J Hedge Fund Activity: Q3 2023 in Review

738 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2023, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new J positions and 71 closed out — a net gain of 28 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $102M. The largest seller was Madison Asset Management, cutting an estimated $65.4M.

  • 738 institutional investors held Jacobs Solutions (J) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $14.5B of Jacobs Solutions stock for Q3 2023, up 14% quarter-over-quarter.
  • 99 funds opened new Jacobs Solutions positions in Q3 2023 and 71 closed out, a net change of +28 holders.
  • The largest Jacobs Solutions buyer in Q3 2023 was Boston Partners, an estimated $102M added.
  • The largest Jacobs Solutions seller in Q3 2023 was Madison Asset Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2023.