We are live on ! Find out more
J icon

Jacobs Solutions
J

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: 11 → 23 (+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: 717 → 738 (+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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$102M
2
EIP
Energy Income Partners
Connecticut
+$74.2M
3
AM
AGF Management
Ontario, Canada
+$65.1M
4
BG
Baupost Group
Massachusetts
+$63.5M
5
Millennium Management
Millennium Management
New York
+$60.4M

Top Sellers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
-$65.4M
2
American Century Companies
American Century Companies
Missouri
-$49M
3
Select Equity Group
Select Equity Group
New York
-$46.9M
4
Charles Schwab
Charles Schwab
California
-$42.5M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
476
Assenagon Asset Management
Luxembourg
$461K +$23.4K +217 +6%
PI
477
PineBridge Investments
New York
$460K +$439K +4,077 New
BCM
478
Bornite Capital Management
New York
$450K – – –
EWA
479
EverSource Wealth Advisors
Alabama
$443K – – –
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$441K +$215 +2 +0.1%
AF
481
Allworth Financial
California
$440K +$5.82K +54 +1%
PCP
482
Proficio Capital Partners
Massachusetts
$438K +$2.8K +26 +0.7%
KAS
483
Kestra Advisory Services
Texas
$437K +$145K +1,346 +53%
SAM
484
Sawgrass Asset Management
Florida
$428K +$161K +1,496 +65%
SQA
485
Simon Quick Advisors
New Jersey
$422K +$111K +1,031 +38%
CA
486
Carson Advisory
Georgia
$422K – – –
BF
487
Brogan Financial
Tennessee
$421K – – –
BFM
488
Boothbay Fund Management
New York
$419K +$399K +3,707 New
HCA
489
Harbor Capital Advisors
Illinois
$417K – – –
WorldQuant Millennium Advisors
490
WorldQuant Millennium Advisors
New York
$417K – – –
FFBTD
491
First Financial Bank - Trust Division
Ohio
$416K – – –
RCM
492
Radnor Capital Management
Pennsylvania
$411K +$106K +984 +37%
MCCA
493
Mill Creek Capital Advisors
Pennsylvania
$407K -$5.93K -55 -2%
KA
494
Klingman & Associates
New York
$402K +$3.13K +29 +0.8%
AIM
495
Acropolis Investment Management
Missouri
$399K – – –
SSWM
496
Smith Salley Wealth Management
North Carolina
$397K – – –
MYLI
497
Meiji Yasuda Life Insurance
Japan
$397K -$18K -167 -5%
VIM
498
Vinva Investment Management
Australia
$395K +$378K +3,510 New
ECM
499
Element Capital Management
New York
$391K -$21.5K -200 -5%
TMAM
500
Tokio Marine Asset Management
Japan
$388K +$52.9K +491 +17%
18 19
20
21 22

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.