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Jacobs Solutions

623 hedge funds and large institutions have $11.9B invested in Jacobs Solutions in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 243 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 103.31%103.99% (+0.69%)

1% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $12.4M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less funds holding

Funds holding: 692623 (-69)

15% less capital invested

Capital invested by funds: $14B → $11.9B (-$2.04B)

21% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 243

56% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 107

Holders
623
Holders Change
-69
Holders Change %
-9.97%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
47
Increased
192
Reduced
243
Closed
107
Calls
$12.5M
Puts
$12.4M
Net Calls
+$79K
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$235K +$21.3K +206 +9%
HWM
477
HB Wealth Management
Georgia
$234K +$25.7K +248 +11%
PMFA
478
Plante Moran Financial Advisors
Michigan
$233K -$1.76K -17 -0.7%
BPA
479
Beacon Pointe Advisors
California
$230K -$2.18K -21 -0.8%
BCV
480
Banque Cantonale Vaudoise
Switzerland
$228K
AIM
481
Aigen Investment Management
New York
$226K +$261K +2,523 New
SHGA
482
Sand Hill Global Advisors
California
$222K
NICM
483
Neo Ivy Capital Management
New York
$220K +$201K +1,942 +381%
WC
484
Whitney & Co
New York
$217K
PCM
485
Prelude Capital Management
New York
$216K -$583K -5,623 -70%
OCM
486
One Capital Management
California
$214K -$3.73K -36 -1%
AssetMark Inc
487
AssetMark Inc
California
$213K +$89.6K +865 +57%
MCM
488
MAI Capital Management
Ohio
$212K -$141K -1,363 -37%
AWE
489
Avidian Wealth Enterprises
Texas
$211K
CWM
490
CIBC World Markets
New York
$210K -$882K -8,514 -78%
JCM
491
Jacobi Capital Management
Pennsylvania
$210K
FMLI
492
Fukoku Mutual Life Insurance
Japan
$206K
CS
493
Comerica Securities
Michigan
$206K +$1.24K +12 +0.5%
PA
494
Pinnacle Associates
New York
$206K +$28K +270 +13%
BBHC
495
Brown Brothers Harriman & Co
New York
$206K +$58.3K +563 +33%
DDC
496
DF Dent & Co
Maryland
$205K -$414 -4 -0.2%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$203K -$15.4K -149 -6%
MCCP
498
Mission Creek Capital Partners
California
$201K
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
$197K +$37.8K +365 +20%
Carson Wealth (CWM LLC)
500
Carson Wealth (CWM LLC)
Nebraska
$184K +$17.3K +167 +9%

J Hedge Fund Activity: Q3 2022 in Review

623 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2022, worth a combined $11.9B — down 15% from $14B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of J and 47 opened new positions — a net loss of 60 holders — while 243 trimmed existing stakes and 192 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $103M. The largest seller was American Century Companies, cutting an estimated $63.2M.

  • 623 institutional investors held Jacobs Solutions (J) as of Q3 2022, down from 692 in Q2 2022.
  • Funds reported $11.9B of Jacobs Solutions stock for Q3 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Jacobs Solutions positions in Q3 2022 and 107 closed out, a net change of -60 holders.
  • The largest Jacobs Solutions buyer in Q3 2022 was Ceredex Value Advisors, an estimated $103M added.
  • The largest Jacobs Solutions seller in Q3 2022 was American Century Companies, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2022.