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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
HCM
401
Hilton Capital Management
New York
$781K +$465K +4,268 +142%
I
402
InceptionR
California
$770K +$780K +7,169 New
AAS
403
Avantax Advisory Services
Texas
$763K -$78.6K -722 -9%
MCM
404
MAI Capital Management
Ohio
$758K +$38K +349 +5%
Simplex Trading
405
Simplex Trading
Illinois
$747K +$758K +6,962 New
PAS
406
Park Avenue Securities
New York
$738K +$49.9K +458 +7%
HI
407
Humankind Investments
New York
$731K -$8.16K -75 -1%
AWA
408
Arete Wealth Advisors
Illinois
$724K +$734K +6,739 New
GLA
409
Great Lakes Advisors
Illinois
$690K -$710K -6,524 -50%
HCM
410
HMS Capital Management
Tennessee
$689K -$24.1K -221 -3%
ACA
411
Aspire Capital Advisors
Washington
$688K +$3.27K +30 +0.5%
Walleye Capital
412
Walleye Capital
New York
$685K +$379K +3,479 +120%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$680K -$7.62K -70 -1%
XT
414
XTX Topco
Cayman Islands
$671K +$681K +6,254 New
MLICM
415
Metropolitan Life Insurance Company (MetLife)
New York
$665K -$11.1K -102 -2%
GWA
416
Gratus Wealth Advisors
Virginia
$664K +$673K +6,181 New
PPW
417
Pasadena Private Wealth
California
$656K +$980 +9 +0.1%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$655K -$29.7K -273 -4%
LRIC
419
Long Road Investment Counsel
Michigan
$650K
MFC
420
Mechanics Financial Corp
Ohio
$641K -$46.1K -423 -7%
CGH
421
Crossmark Global Holdings
Texas
$639K +$2.4K +22 +0.4%
HH
422
Hilltop Holdings
Texas
$632K -$4.14K -38 -0.6%
RIM
423
Redwood Investment Management
Arizona
$631K +$640K +5,878 New
NB
424
NBT Bank
New York
$628K -$50K -459 -7%
ONB
425
Old National Bancorp
Indiana
$620K -$151K -1,390 -19%

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.