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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
MA
526
Mutual Advisors
Nebraska
$347K -$30.5K -283 -8%
PFPT
527
Pinnacle Financial Partners (Tennessee)
Tennessee
$345K
EDRH
528
Edmond de Rothschild Holding
Switzerland
$343K +$26.8K +249 +9%
ETC
529
Exchange Traded Concepts
Oklahoma
$342K +$327K +3,031 New
CWM
530
Cahaba Wealth Management
Georgia
$341K
HCM
531
Hilton Capital Management
New York
$340K -$3.56K -33 -1%
AWM
532
Apollon Wealth Management
South Carolina
$340K
SIC
533
Shoker Investment Counsel
Ohio
$336K +$646 +6 +0.2%
AWE
534
Avidian Wealth Enterprises
Texas
$334K +$108 +1 +0%
Walleye Capital
535
Walleye Capital
New York
$327K +$312K +2,900 New
NS
536
NBC Securities
Alabama
$326K +$312K +2,893 New
CTC
537
Central Trust Company
Missouri
$325K
SWA
538
Stratos Wealth Advisors
Ohio
$321K +$307K +2,847 New
BCM
539
Brookstone Capital Management
Illinois
$319K +$1.51K +14 +0.5%
IWC
540
Integrated Wealth Concepts
Massachusetts
$319K -$17.6K -163 -5%
PB
541
Pinnacle Bancorp
Nebraska
$318K -$5.17K -48 -2%
LAM
542
Lountzis Asset Management
Pennsylvania
$310K
HWM
543
HB Wealth Management
Georgia
$306K +$27.7K +257 +10%
IA
544
IFP Advisors
Florida
$296K +$10.1K +94 +4%
BAM
545
BOS Asset Management
Illinois
$295K -$38.9K -361 -12%
PAM
546
Panagora Asset Management
Massachusetts
$293K +$22.9K +213 +9%
EF
547
Empowered Funds
Pennsylvania
$292K +$279K +2,587 New
SOW
548
State of Wyoming
Wyoming
$283K +$270K +2,509 New
PWM
549
Perigon Wealth Management
California
$283K +$270K +2,505 New
SHGA
550
Sand Hill Global Advisors
California
$279K

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.