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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
VanEck Associates
426
VanEck Associates
New York
$502K +$218K +2,284 +81%
PMA
427
Prudent Man Advisors
Illinois
$497K -$2.38K -25 -0.5%
ANTB
428
AMG National Trust Bank
Colorado
$493K
TI
429
Tidal Investments
Wisconsin
$492K +$208K +2,184 +77%
RMDI
430
R.M. Davis Inc
Maine
$491K -$115K -1,209 -19%
SAM
431
Shell Asset Management
Netherlands
$485K
FWSM
432
First Wilshire Securities Management
California
$479K
BFO
433
Boston Family Office
Massachusetts
$478K
MF
434
Magnetar Financial
Illinois
$477K +$209K +2,196 +83%
PWM
435
Prentice Wealth Management
New York
$476K -$53.6K -562 -10%
BFS
436
Bradley Foster & Sargent
Connecticut
$476K
NMIMC
437
Northwestern Mutual Investment Management Company
Wisconsin
$476K +$2.1K +22 +0.5%
AIM
438
Aquila Investment Management
New York
$476K
ClearBridge Investments
439
ClearBridge Investments
New York
$476K
NME
440
Notis-McConarty Edward
$476K
BIAS
441
Beacon Investment Advisory Services
New Jersey
$474K
EF
442
Empirical Finance
Pennsylvania
$471K +$51K +535 +13%
FFM
443
Forum Financial Management
Illinois
$470K +$115K +1,209 +34%
KFS
444
Kurt F. Somerville
$470K -$14.5K -152 -3%
SB
445
Simmons Bank
Arkansas
$461K -$74.6K -782 -14%
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$460K +$24.7K +259 +6%
Axa
447
Axa
France
$460K +$446K +4,673 New
BNP Paribas Asset Management
448
BNP Paribas Asset Management
France
$458K +$19.4K +203 +5%
MOS
449
MGO One Seven
Ohio
$457K -$60.1K -630 -12%
BCM
450
Boltwood Capital Management
California
$456K -$13.3K -139 -3%

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.