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Jacobs Solutions

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: 1123 (+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: 717738 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SA
501
Syntax Advisors
New York
$386K -$42.5K -394 -10%
VCG
502
Vantage Consulting Group
Virginia
$386K -$42.5K -394 -10%
BW
503
Bison Wealth
Georgia
$383K +$366K +3,395 New
AWG
504
Altus Wealth Group
Colorado
$382K
CWG
505
Crown Wealth Group
North Carolina
$382K
SP
506
Saranac Partners
$380K -$54.1K -502 -13%
1SB
507
1ST Source Bank
Indiana
$375K
HNB
508
Huntington National Bank
Ohio
$371K -$58.5K -543 -14%
KWM
509
Kingsview Wealth Management
Oregon
$369K -$1.19K -11 -0.3%
DIA
510
Dana Investment Advisors
Wisconsin
$368K +$351K +3,256 New
BSW
511
Buckingham Strategic Wealth
Missouri
$367K +$4.53K +42 +1%
TBNY
512
Trustco Bank (New York)
New York
$364K
MYAM
513
Meiji Yasuda Asset Management
Japan
$364K +$18.3K +170 +6%
Citadel Advisors
514
Citadel Advisors
Florida
$363K -$30.4M -282,461 -99%
CA
515
CoreCap Advisors
Michigan
$361K -$108K -1,004 -24%
FHA
516
Flagship Harbor Advisors
Massachusetts
$361K
VCP
517
Vista Capital Partners
Oregon
$359K -$117K -1,090 -26%
GT
518
Greenleaf Trust
Michigan
$355K +$6.79K +63 +2%
AWA
519
Alaska Wealth Advisors
Alaska
$355K +$16.8K +156 +5%
DGAM
520
Desjardins Global Asset Management
Quebec, Canada
$353K -$25.2K -234 -7%
QP
521
Quilter Plc
United Kingdom
$351K
AA
522
ALPS Advisors
Colorado
$351K +$335K +3,107 New
FCBT
523
First Citizens Bank & Trust
North Carolina
$349K
VI
524
Vestcor Inc
New Brunswick, Canada
$348K -$58.9K -547 -15%
SWS
525
SYSTM Wealth Solutions
Illinois
$347K +$331K +3,072 New

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.