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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
AF
476
Allworth Financial
California
$378K -$145K -1,521 -28%
HNB
477
Huntington National Bank
Ohio
$376K +$185K +1,944 +103%
SA
478
Syntax Advisors
New York
$375K -$18.5K -194 -5%
VCG
479
Vantage Consulting Group
Virginia
$375K -$18.5K -194 -5%
OTL
480
Oak Thistle LLC
New York
$374K +$363K +3,802 New
CA
481
Carson Advisory
Georgia
$367K +$356K +3,737 New
BF
482
Brogan Financial
Tennessee
$367K
WG
483
Winton Group
United Kingdom
$363K -$20.5K -215 -5%
HCA
484
Harbor Capital Advisors
Illinois
$363K
WorldQuant Millennium Advisors
485
WorldQuant Millennium Advisors
New York
$363K
FFBTD
486
First Financial Bank - Trust Division
Ohio
$363K -$13.5K -142 -4%
MYLI
487
Meiji Yasuda Life Insurance
Japan
$362K
ECM
488
Element Capital Management
New York
$360K -$51.8K -543 -13%
MCCA
489
Mill Creek Capital Advisors
Pennsylvania
$360K +$6.58K +69 +2%
VI
490
Vestcor Inc
New Brunswick, Canada
$357K -$3.15K -33 -0.9%
NB
491
NBT Bank
New York
$354K
FNBT
492
FineMark National Bank & Trust
Florida
$350K +$340K +3,564 New
QP
493
Quilter Plc
United Kingdom
$349K
KA
494
Klingman & Associates
New York
$347K -$477 -5 -0.1%
AIM
495
Acropolis Investment Management
Missouri
$347K
SSWM
496
Smith Salley Wealth Management
North Carolina
$346K -$10.7K -112 -3%
N
497
Natixis
France
$335K +$325K +3,406 New
AWG
498
Altus Wealth Group
Colorado
$333K
CWG
499
Crown Wealth Group
North Carolina
$333K
DGAM
500
Desjardins Global Asset Management
Quebec, Canada
$330K

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.