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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
OAM
426
Oppenheimer Asset Management
New York
$615K -$361K -3,319 -37%
ZIG
427
Zuckerman Investment Group
Illinois
$614K
CAM
428
Cozad Asset Management
Illinois
$603K -$710K -6,520 -54%
EWM
429
EPG Wealth Management
Georgia
$598K +$44.3K +407 +9%
PWM
430
Power Wealth Management
Georgia
$594K +$603K +5,536 New
SWA
431
Stratos Wealth Advisors
Ohio
$591K +$290K +2,660 +93%
SCTC
432
Sanibel Captiva Trust Company
Florida
$584K +$593K +5,444 New
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$582K +$218 +2 +0%
NB
434
Norinchukin Bank
Japan
$582K -$69.6K -639 -11%
BCI
435
Brinker Capital Investments
Pennsylvania
$579K -$1.1M -10,064 -65%
OPS
436
Orion Portfolio Solutions
Nebraska
$579K -$1.1M -10,064 -65%
BNP Paribas Asset Management
437
BNP Paribas Asset Management
France
$577K +$66.8K +614 +13%
EF
438
Empirical Finance
Pennsylvania
$576K +$3.38K +31 +0.6%
PCM
439
Prelude Capital Management
New York
$571K +$130K +1,193 +29%
SFA
440
Souders Financial Advisors
Ohio
$565K +$12.6K +116 +2%
DC
441
Davenport & Co
Virginia
$554K -$327 -3 -0.1%
JCM
442
Janney Capital Management
Pennsylvania
$552K +$108K +996 +24%
GC
443
Guggenheim Capital
Illinois
$549K +$67.8K +623 +14%
HF
444
HRT Financial
New York
$545K -$8.97M -82,348 -94%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$544K -$39K -358 -7%
ANTB
446
AMG National Trust Bank
Colorado
$539K
SC
447
SRB Corp
Massachusetts
$531K +$84.7K +778 +19%
SAM
448
Shell Asset Management
Netherlands
$530K
MGP
449
Metis Global Partners
California
$529K -$993K -9,124 -65%
RMDI
450
R.M. Davis Inc
Maine
$524K

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.