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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
YIH
451
Y-Intercept (HK)
Hong Kong
$451K +$437K +4,588 New
PWLP
452
Prio Wealth Limited Partnership
Massachusetts
$451K
JMPWA
453
JP Morgan Private Wealth Advisors
California
$449K -$313K -3,279 -42%
SLAM
454
Swiss Life Asset Management
$445K +$76K +797 +21%
SPIA
455
Steward Partners Investment Advisory
New York
$433K -$25K -262 -6%
ATC
456
Argent Trust Co
Tennessee
$426K +$413K +4,328 New
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$425K +$10.6K +111 +3%
Wealthfront Advisers
458
Wealthfront Advisers
California
$423K -$8.29K -87 -2%
RHJA
459
Rice Hall James & Associates
California
$421K
VCP
460
Vista Capital Partners
Oregon
$420K +$202K +2,115 +98%
CA
461
CoreCap Advisors
Michigan
$413K +$400K +4,199 New
RPC
462
Rossmore Private Capital
Connecticut
$412K -$115K -1,209 -22%
EWM
463
EPG Wealth Management
Georgia
$410K +$45.1K +473 +13%
CC
464
Centiva Capital
New York
$402K +$390K +4,089 New
BAM
465
Belpointe Asset Management
Nevada
$399K +$72.5K +760 +23%
JCM
466
Janney Capital Management
Pennsylvania
$397K -$2.48K -26 -0.6%
BCM
467
Bornite Capital Management
New York
$392K -$11.5M -120,897 -97%
BP
468
Ballentine Partners
Massachusetts
$392K +$380K +3,987 New
LA
469
LVW Advisors
New York
$389K -$11.5K -121 -3%
EWA
470
EverSource Wealth Advisors
Alabama
$385K +$370K +3,882 +10,492%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$384K +$60.7K +637 +19%
SP
472
Saranac Partners
$380K +$111K +1,161 +43%
Assenagon Asset Management
473
Assenagon Asset Management
Luxembourg
$380K +$61.1K +641 +20%
ESCM
474
Echo Street Capital Management
New York
$379K -$73.8K -774 -17%
PCP
475
Proficio Capital Partners
Massachusetts
$379K +$191 +2 +0.1%

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.