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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
FWSM
451
First Wilshire Securities Management
California
$522K
BIAS
452
Beacon Investment Advisory Services
New Jersey
$522K +$1.74K +16 +0.3%
ClearBridge Investments
453
ClearBridge Investments
New York
$519K
IIM
454
Intact Investment Management
Quebec, Canada
$519K
NME
455
Notis-McConarty Edward
$519K
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$517K +$1.31K +12 +0.2%
BFS
457
Bradley Foster & Sargent
Connecticut
$512K -$6.97K -64 -1%
PCM
458
Palisade Capital Management
New Jersey
$498K
OTL
459
Oak Thistle LLC
New York
$498K +$505K +4,636 New
LA
460
LVW Advisors
New York
$493K +$43.2K +397 +9%
BAM
461
Belpointe Asset Management
Nevada
$487K +$7.73K +71 +2%
CCMG
462
Clark Capital Management Group
Pennsylvania
$485K -$120K -1,100 -20%
IWC
463
Integrated Wealth Concepts
Massachusetts
$485K +$184K +1,693 +60%
PWLP
464
Prio Wealth Limited Partnership
Massachusetts
$481K
GFPC
465
Global Financial Private Client
Florida
$479K +$331K +3,041 +214%
SPIA
466
Steward Partners Investment Advisory
New York
$478K -$48.1K -442 -9%
DTL
467
Dynamic Technology Lab
Singapore
$477K +$484K +4,442 New
PWM
468
Prentice Wealth Management
New York
$477K +$327 +3 +0.1%
BCM
469
Boltwood Capital Management
California
$476K +$1.96K +18 +0.4%
Wealthfront Advisers
470
Wealthfront Advisers
California
$473K -$33.9K -311 -7%
Credit Agricole
471
Credit Agricole
France
$462K +$313K +2,875 +201%
RHJA
472
Rice Hall James & Associates
California
$460K
KFS
473
Kurt F. Somerville
$459K
JF
474
Jump Financial
Illinois
$459K +$465K +4,274 New
CTA
475
Chesley Taft & Associates
Illinois
$454K

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.