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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
BCM
526
Brookstone Capital Management
Illinois
$290K +$56.1K +588 +26%
VI
527
Versor Investments
New York
$287K -$115K -1,202 -29%
RCAG
528
Rehmann Capital Advisory Group
Michigan
$284K +$2.19K +23 +0.8%
CTC
529
Central Trust Company
Missouri
$283K
PB
530
Pinnacle Bancorp
Nebraska
$282K +$20K +210 +8%
EAM
531
Empirical Asset Management
Massachusetts
$277K +$49K +514 +22%
EDRH
532
Edmond de Rothschild Holding
Switzerland
$274K +$266K +2,790 New
GRP
533
Global Retirement Partners
California
$274K
SFB
534
STAR Financial Bank
Indiana
$271K
OR
535
Olympiad Research
Connecticut
$268K +$260K +2,726 New
CIP
536
Chartwell Investment Partners
Pennsylvania
$268K -$16.1K -169 -6%
SQA
537
Simon Quick Advisors
New Jersey
$266K -$4.67K -49 -2%
JFG
538
Jefferies Financial Group
New York
$262K +$254K +2,667 New
RCM
539
Radnor Capital Management
Pennsylvania
$262K +$254K +2,660 New
BC
540
Bridgefront Capital
Texas
$260K +$252K +2,639 New
VF
541
Virtu Financial
New York
$256K +$249K +2,607 New
FA
542
FDx Advisors
Illinois
$254K -$11.8K -124 -5%
GWM
543
Gitterman Wealth Management
New Jersey
$253K +$13.2K +138 +6%
MLL
544
Moody Lynn & Lieberson
Massachusetts
$250K -$344K -3,603 -59%
BCV
545
Banque Cantonale Vaudoise
Switzerland
$250K
KAS
546
Kestra Advisory Services
Texas
$248K -$46.6K -489 -16%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$248K -$38.4K -403 -14%
IA
548
IFP Advisors
Florida
$248K +$23.6K +247 +11%
AWA
549
Arete Wealth Advisors
Illinois
$245K -$2.19K -23 -0.9%
LWCFA
550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$244K +$236K +2,478 New

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.