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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
EIP
26
Epoch Investment Partners
New York
$89.1M -$7.85M -82,279 -8%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$86.3M +$3.59M +37,620 +4%
AM
28
AGF Management
Ontario, Canada
$83M +$2.95M +30,888 +4%
Legal & General Group
29
Legal & General Group
United Kingdom
$80M -$2M -20,935 -3%
MAM
30
Madison Asset Management
Wisconsin
$78.1M -$877K -9,194 -1%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$74.9M +$5.75M +60,343 +9%
CAM
32
Cacti Asset Management
Georgia
$74.3M
Fidelity International
33
Fidelity International
Bermuda
$60.7M +$1.35M +14,112 +2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$54.4M -$5.04M -52,832 -9%
Korea Investment Corp
35
Korea Investment Corp
South Korea
$52.2M +$26.3M +276,169 +109%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$50.9M +$8.79M +92,168 +21%
Lazard Asset Management
37
Lazard Asset Management
New York
$49.6M +$33.7M +353,055 +233%
Mariner
38
Mariner
Kansas
$49.3M +$3.2M +33,566 +7%
SBH
39
Segall Bryant & Hamill
Illinois
$49M +$1.34M +14,049 +3%
Goldman Sachs
40
Goldman Sachs
New York
$48.3M +$22.5M +235,991 +93%
UBS AM
41
UBS AM
Illinois
$45.8M
Wells Fargo
42
Wells Fargo
California
$45.7M +$3.88M +40,680 +10%
Verition Fund Management
43
Verition Fund Management
Connecticut
$45.4M +$11M +115,352 +33%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$45.4M -$10.5M -109,679 -19%
N
45
Nuveen
North Carolina
$45M +$1.19M +12,470 +3%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$44.8M +$8.92M +93,526 +26%
Corient Private Wealth
47
Corient Private Wealth
Florida
$41.2M +$1.71M +17,976 +4%
ZIC
48
ZWJ Investment Counsel
Georgia
$40.4M +$1.66M +17,398 +4%
TAM
49
Todd Asset Management
Kentucky
$40.4M -$137K -1,442 -0.3%
NC
50
Nekton Capital
United Kingdom
$37.3M

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.