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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
BBHC
476
Brown Brothers Harriman & Co
New York
$446K -$732K -6,726 -62%
RPC
477
Rossmore Private Capital
Connecticut
$441K
Assenagon Asset Management
478
Assenagon Asset Management
Luxembourg
$438K
TMAM
479
Tokio Marine Asset Management
Japan
$430K +$61.5K +565 +16%
FFM
480
Forum Financial Management
Illinois
$429K -$86.1K -791 -17%
EDRH
481
Edmond de Rothschild Holding
Switzerland
$421K +$96.2K +884 +29%
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$419K -$653 -6 -0.2%
WWM
483
Whalen Wealth Management
Nevada
$415K +$421K +3,865 New
PCP
484
Proficio Capital Partners
Massachusetts
$414K -$1.74K -16 -0.4%
MC
485
Machina Capital
France
$410K +$416K +3,823 New
MOS
486
MGO One Seven
Ohio
$410K -$59.6K -547 -13%
CA
487
Carson Advisory
Georgia
$401K
BF
488
Brogan Financial
Tennessee
$401K +$871 +8 +0.2%
HWAM
489
Hennion & Walsh Asset Management
New Jersey
$401K -$271K -2,491 -40%
HCA
490
Harbor Capital Advisors
Illinois
$399K +$2.83K +26 +0.7%
ATC
491
Argent Trust Co
Tennessee
$396K -$62.9K -578 -14%
FFBTD
492
First Financial Bank - Trust Division
Ohio
$396K
FHA
493
Flagship Harbor Advisors
Massachusetts
$395K +$52.7K +484 +15%
RCM
494
Radnor Capital Management
Pennsylvania
$391K
IFU
495
iSAM Funds (UK)
United Kingdom
$388K -$904K -8,304 -70%
MCCA
496
Mill Creek Capital Advisors
Pennsylvania
$383K -$3.92K -36 -1%
SAM
497
Sawgrass Asset Management
Florida
$382K -$25.4K -233 -6%
IMCOOI
498
Investment Management Corp of Ontario (IMCO)
Canada
$382K +$387K +3,556 New
KA
499
Klingman & Associates
New York
$381K -$1.31K -12 -0.3%
MA
500
Mutual Advisors
Nebraska
$379K +$50.3K +462 +15%

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.