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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
Boston Partners
26
Boston Partners
Massachusetts
$107M +$102M +948,848 New
Millennium Management
27
Millennium Management
New York
$96.8M +$60.4M +560,702 +189%
Charles Schwab
28
Charles Schwab
California
$96.7M -$42.5M -394,565 -32%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$96.5M -$2.46M -22,852 -3%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$94.5M +$8.11M +75,269 +10%
EIP
31
Epoch Investment Partners
New York
$94M -$7.91M -73,440 -8%
Legal & General Group
32
Legal & General Group
United Kingdom
$88.3M -$3.46M -32,128 -4%
CAM
33
Cacti Asset Management
Georgia
$85.8M
Fidelity International
34
Fidelity International
Bermuda
$80.1M +$10M +92,916 +15%
EIP
35
Energy Income Partners
Connecticut
$77.7M +$74.2M +688,322 New
BG
36
Baupost Group
Massachusetts
$66.6M +$63.5M +589,719 New
Mariner
37
Mariner
Kansas
$65.5M +$8.49M +78,819 +16%
N
38
Nuveen
North Carolina
$63.3M +$11.2M +103,775 +23%
Korea Investment Corp
39
Korea Investment Corp
South Korea
$60.6M +$630K +5,851 +1%
Ameriprise
40
Ameriprise
Minnesota
$56.1M +$24.2M +224,904 +83%
Swiss National Bank
41
Swiss National Bank
Switzerland
$55.7M -$6.46M -59,965 -11%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$53.2M +$2.57M +23,885 +4%
SBH
43
Segall Bryant & Hamill
Illinois
$52.1M -$4M -37,085 -7%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$51.7M +$44.2M +410,240 +868%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$51.3M -$782K -7,261 -2%
Lazard Asset Management
46
Lazard Asset Management
New York
$50.7M -$5.98M -55,533 -11%
UBS AM
47
UBS AM
Illinois
$50.1M -$2.98M -27,698 -6%
Corient Private Wealth
48
Corient Private Wealth
Florida
$47.5M +$106K +988 +0.2%
TAM
49
Todd Asset Management
Kentucky
$46.3M -$62.4K -579 -0.1%
ZIC
50
ZWJ Investment Counsel
Georgia
$45.9M -$453K -4,200 -1%

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.