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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
FDCDDQ
551
Federation des caisses Desjardins du Quebec
Quebec, Canada
$279K +$24.9K +231 +10%
CA
552
Cetera Advisors
Colorado
$277K +$5.82K +54 +2%
CIP
553
Chartwell Investment Partners
Pennsylvania
$275K -$31.1K -289 -11%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274K
IGAM
555
iA Global Asset Management
Quebec, Canada
$274K +$261K +2,424 New
WC
556
Whitney & Co
New York
$273K
CS
557
Comerica Securities
Michigan
$273K +$20.9K +194 +9%
WANY
558
Wealthspire Advisors (New York)
New York
$272K -$453K -4,202 -64%
JGGDR
559
JGP Global Gestao de Recursos
Brazil
$271K +$258K +2,399 New
SFB
560
STAR Financial Bank
Indiana
$271K -$39.1K -363 -13%
LI
561
LVZ Inc
Michigan
$269K -$101K -933 -28%
JCM
562
Jacobi Capital Management
Pennsylvania
$267K +$2.37K +22 +0.9%
AUB
563
Atlantic Union Bankshares
Virginia
$265K -$970 -9 -0.4%
ONST
564
Old North State Trust
North Carolina
$265K +$27.2K +252 +12%
HI
565
Horizon Investments
North Carolina
$260K +$10.3K +96 +4%
Carson Wealth (CWM LLC)
566
Carson Wealth (CWM LLC)
Nebraska
$260K +$44.9K +417 +22%
FMLI
567
Fukoku Mutual Life Insurance
Japan
$259K
DDC
568
DF Dent & Co
Maryland
$257K -$323 -3 -0.1%
PMFA
569
Plante Moran Financial Advisors
Michigan
$256K
TPW
570
Tiller Private Wealth
Pennsylvania
$254K +$243K +2,251 New
IC
571
IEQ Capital
California
$249K +$237K +2,204 New
VWA
572
Visionary Wealth Advisors
Illinois
$248K +$7K +65 +3%
FMAEN1
573
Fund Management at Engine No 1
California
$246K +$234K +2,175 New
PRC
574
Pearl River Capital
Michigan
$235K +$224K +2,081 New
PA
575
Parallel Advisors
California
$233K +$3.77K +35 +2%

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.