We are live on ! Find out more
J icon

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
FFM
451
Forum Financial Management
Illinois
$540K
BNP Paribas Asset Management
452
BNP Paribas Asset Management
France
$537K +$11.1K +103 +2%
Wealthfront Advisers
453
Wealthfront Advisers
California
$533K +$45.5K +422 +10%
EWM
454
EPG Wealth Management
Georgia
$525K +$51.6K +479 +11%
PCM
455
Palisade Capital Management
New Jersey
$524K +$167K +1,546 +50%
JMPWA
456
JP Morgan Private Wealth Advisors
California
$507K -$7.65K -71 -2%
GC
457
Guggenheim Capital
Illinois
$507K -$68.5K -636 -12%
PWLP
458
Prio Wealth Limited Partnership
Massachusetts
$506K -$11.7K -109 -2%
BAM
459
Belpointe Asset Management
Nevada
$504K +$44.1K +409 +10%
PWM
460
Prentice Wealth Management
New York
$501K -$43.2K -401 -8%
BCM
461
Boltwood Capital Management
California
$498K -$24K -223 -5%
SB
462
Simmons Bank
Arkansas
$494K -$33.4K -310 -7%
MOS
463
MGO One Seven
Ohio
$493K -$29.8K -277 -6%
SCA
464
Snowden Capital Advisors
New York
$490K -$895K -8,302 -66%
RHJA
465
Rice Hall James & Associates
California
$484K
KFS
466
Kurt F. Somerville
$483K -$54.6K -507 -11%
ATC
467
Argent Trust Co
Tennessee
$482K -$6.79K -63 -1%
CTA
468
Chesley Taft & Associates
Illinois
$477K +$455K +4,225 New
BFS
469
Bradley Foster & Sargent
Connecticut
$476K
LA
470
LVW Advisors
New York
$473K +$26.1K +242 +6%
SC
471
SRB Corp
Massachusetts
$470K +$449K +4,165 New
JCM
472
Janney Capital Management
Pennsylvania
$468K +$12.2K +113 +3%
Squarepoint
473
Squarepoint
New York
$467K -$7.25M -67,333 -94%
PCM
474
Prelude Capital Management
New York
$466K +$107K +989 +32%
RPC
475
Rossmore Private Capital
Connecticut
$464K -$8.51K -79 -2%

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.