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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
PFPT
526
Pinnacle Financial Partners (Tennessee)
Tennessee
$342K +$13.8K +127 +4%
MYIA
527
Mount Yale Investment Advisors
Colorado
$340K +$345K +3,168 New
FCBT
528
First Citizens Bank & Trust
North Carolina
$338K +$6.53K +60 +2%
GT
529
Greenleaf Trust
Michigan
$337K -$544 -5 -0.2%
AWA
530
Alaska Wealth Advisors
Alaska
$337K
Nomura Holdings
531
Nomura Holdings
Japan
$331K +$336K +3,083 New
DIA
532
Dana Investment Advisors
Wisconsin
$329K -$21.1K -194 -6%
PMSA
533
Patrick M. Sweeney & Associates
Illinois
$328K +$333K +3,059 New
VI
534
Vestcor Inc
New Brunswick, Canada
$327K -$3.92K -36 -1%
NS
535
NBC Securities
Alabama
$326K +$15.7K +144 +5%
BAMF
536
BI Asset Management Fondsmaeglerselskab
Denmark
$326K +$158K +1,453 +92%
SSA
537
Schonfeld Strategic Advisors
New York
$325K -$5.68M -52,193 -95%
CWM
538
Cahaba Wealth Management
Georgia
$325K
FFO
539
Fiduciary Family Office
Florida
$322K +$327K +3,002 New
SIC
540
Shoker Investment Counsel
Ohio
$321K +$653 +6 +0.2%
WG
541
Winton Group
United Kingdom
$319K +$323K +2,969 New
AWE
542
Avidian Wealth Enterprises
Texas
$318K
AA
543
ALPS Advisors
Colorado
$315K -$18.4K -169 -5%
BCM
544
Brookstone Capital Management
Illinois
$315K +$3.05K +28 +1%
PB
545
Pinnacle Bancorp
Nebraska
$312K +$9.04K +83 +3%
CA
546
Cetera Advisors
Colorado
$312K +$49.1K +451 +18%
KWM
547
Kingsview Wealth Management
Oregon
$310K -$41.4K -380 -12%
CTC
548
Central Trust Company
Missouri
$308K -$1.31K -12 -0.4%
EF
549
Empowered Funds
Pennsylvania
$307K +$30K +276 +11%
GC
550
Gilbert & Cook
Iowa
$307K +$312K +2,863 New

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.