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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
EGM
426
Engineers Gate Manager
New York
$658K -$7.68M -71,258 -92%
Aviva
427
Aviva
United Kingdom
$649K -$10.3K -96 -2%
ZIG
428
Zuckerman Investment Group
Illinois
$646K
Caisse de Depot et Placement du Quebec (CDPQ)
429
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$643K +$613K +5,693 New
Qube Research & Technologies (QRT)
430
Qube Research & Technologies (QRT)
United Kingdom
$638K -$17M -158,198 -97%
CCMG
431
Clark Capital Management Group
Pennsylvania
$635K -$28K -260 -4%
TI
432
Tidal Investments
Wisconsin
$631K +$62.7K +582 +12%
GS
433
GTS Securities
New York
$624K +$370K +3,434 +164%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$613K +$80.4K +746 +16%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$612K -$9.16K -85 -2%
EF
436
Empirical Finance
Pennsylvania
$602K +$58.1K +539 +11%
QC
437
Quadrature Capital
United Kingdom
$595K -$973K -9,029 -63%
BPA
438
Beacon Pointe Advisors
California
$592K +$565K +5,245 New
DC
439
Davenport & Co
Virginia
$583K -$7K -65 -1%
SFA
440
Souders Financial Advisors
Ohio
$581K -$10.6K -98 -2%
ANTB
441
AMG National Trust Bank
Colorado
$566K
SAM
442
Shell Asset Management
Netherlands
$557K
SPIA
443
Steward Partners Investment Advisory
New York
$552K +$52.8K +490 +11%
RMDI
444
R.M. Davis Inc
Maine
$551K -$12K -111 -2%
FWSM
445
First Wilshire Securities Management
California
$549K
BIAS
446
Beacon Investment Advisory Services
New Jersey
$547K +$2.37K +22 +0.5%
IIM
447
Intact Investment Management
Quebec, Canada
$546K -$104K -967 -17%
ClearBridge Investments
448
ClearBridge Investments
New York
$546K
NME
449
Notis-McConarty Edward
$546K
NMIMC
450
Northwestern Mutual Investment Management Company
Wisconsin
$543K -$3.34K -31 -0.6%

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.