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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
SHGA
551
Sand Hill Global Advisors
California
$243K
HWM
552
HB Wealth Management
Georgia
$241K -$25.5K -267 -10%
WC
553
Whitney & Co
New York
$238K
BBHC
554
Brown Brothers Harriman & Co
New York
$236K +$8.01K +84 +4%
CA
555
Cetera Advisors
Colorado
$236K -$3.53K -37 -2%
TCWA
556
Ten Capital Wealth Advisors
Washington
$235K
PAM
557
Panagora Asset Management
Massachusetts
$234K
AUB
558
Atlantic Union Bankshares
Virginia
$232K -$3.21M -33,661 -93%
JCM
559
Jacobi Capital Management
Pennsylvania
$230K
CGL
560
Clarius Group LLC
Washington
$227K +$1.24K +13 +0.6%
SAM
561
Sawgrass Asset Management
Florida
$226K +$219K +2,297 New
FMLI
562
Fukoku Mutual Life Insurance
Japan
$226K
AAS
563
Ameritas Advisory Services
Nebraska
$225K -$627K -6,573 -75%
DDC
564
DF Dent & Co
Maryland
$224K -$191 -2 -0.1%
PMFA
565
Plante Moran Financial Advisors
Michigan
$223K
HCA
566
Hyperion Capital Advisors
New York
$220K +$213K +2,239 New
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K +$46.9K +492 +28%
CS
568
Comerica Securities
Michigan
$218K -$667 -7 -0.3%
CANY
569
Caxton Associates (New York)
New York
$218K -$207K -2,172 -49%
IAA
570
Independent Advisor Alliance
North Carolina
$218K +$211K +2,216 New
HI
571
Horizon Investments
North Carolina
$217K +$16.1K +169 +8%
CIBC Private Wealth Group
572
CIBC Private Wealth Group
Georgia
$214K
GT
573
Glenmede Trust
Pennsylvania
$214K
HT
574
Headlands Technologies
Illinois
$212K +$206K +2,160 New
EI
575
Ethic Inc
New York
$212K -$613K -6,424 -75%

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.