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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
FPP
26
Findlay Park Partners
United Kingdom
$102M -$80M -734,384 -44%
BG
27
Baupost Group
Massachusetts
$94.5M +$31.6M +290,152 +49%
Charles Schwab
28
Charles Schwab
California
$93.3M +$1.39M +12,775 +1%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$88.5M -$1.29M -11,850 -1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$85.3M +$25.5M +233,789 +42%
Fidelity International
31
Fidelity International
Bermuda
$84.9M +$8.83M +81,150 +11%
CAM
32
Cacti Asset Management
Georgia
$81.3M
Legal & General Group
33
Legal & General Group
United Kingdom
$81.1M -$2.91M -26,695 -3%
CVA
34
Ceredex Value Advisors
Florida
$79.9M +$43.7M +401,442 +117%
American Century Companies
35
American Century Companies
Missouri
$78.5M -$96.8M -889,568 -55%
Corient Private Wealth
36
Corient Private Wealth
Florida
$73.6M +$28.9M +265,032 +63%
Korea Investment Corp
37
Korea Investment Corp
South Korea
$73.2M +$15.8M +145,081 +27%
Mariner
38
Mariner
Kansas
$70.8M +$8.71M +79,973 +14%
ECP
39
Empyrean Capital Partners
California
$69.7M -$42.4M -389,453 -37%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$60.2M +$60.5M +555,269 +9,754%
N
41
Nuveen
North Carolina
$58.2M -$2M -18,356 -3%
UBS AM
42
UBS AM
Illinois
$54.8M +$7.26M +66,721 +15%
Swiss National Bank
43
Swiss National Bank
Switzerland
$51.1M -$1.87M -17,168 -3%
SFM
44
Soros Fund Management
New York
$48M +$22.7M +208,478 +87%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$47.7M -$1.03M -9,483 -2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$47M +$15.6M +142,994 +49%
AQR Capital Management
47
AQR Capital Management
Connecticut
$46.7M +$5.52M +50,714 +13%
Barclays
48
Barclays
United Kingdom
$45.2M +$5.65M +51,874 +14%
Ameriprise
49
Ameriprise
Minnesota
$45.2M -$8.31M -76,307 -15%
Lazard Asset Management
50
Lazard Asset Management
New York
$44M -$4.34M -39,821 -9%

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.