Jacobs Solutions
680 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 60 closing their positions.
66% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $9.28M
12% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 60
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
3% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 233
0.17% less ownership
Funds ownership: 103.62% → 103.45% (-0.17%)
1% less funds holding
Funds holding: 686 → 680 (-6)
3% less capital invested
Capital invested by funds: $13.1B → $12.7B (-$413M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$72.2M |
| 2 |
Select Equity Group
New York
|
+$63.9M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$60.2M |
| 4 |
Millennium Management
New York
|
+$59.3M |
| 5 |
Neuberger Berman Group
New York
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$438M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$172M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$45.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$34.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$24.5M |
J Hedge Fund Activity: Q1 2023 in Review
680 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2023, worth a combined $12.7B — down 3.1% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new J positions and 60 closed out — a net gain of 7 holders — while 239 added to existing stakes and 233 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $72.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $438M sold.
- 680 institutional investors held Jacobs Solutions (J) as of Q1 2023, down from 686 in Q4 2022.
- Funds reported $12.7B of Jacobs Solutions stock for Q1 2023, down 3.1% quarter-over-quarter.
- 67 funds opened new Jacobs Solutions positions in Q1 2023 and 60 closed out, a net change of +7 holders.
- The largest Jacobs Solutions buyer in Q1 2023 was Massachusetts Financial Services, an estimated $72.2M added.
- The largest Jacobs Solutions seller in Q1 2023 was Capital International Investors, an estimated $438M sold.
Based on aggregated 13F filings for Q1 2023.