We are live on ! Find out more
J icon

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
IA
551
IFP Advisors
Florida
$303K +$22.2K +204 +8%
SQA
552
Simon Quick Advisors
New Jersey
$297K -$105K -968 -26%
HCA
553
Hyperion Capital Advisors
New York
$297K +$301K +2,769 New
GS
554
GTS Securities
New York
$295K -$303K -2,780 -50%
LAM
555
Lountzis Asset Management
Pennsylvania
$295K
HWM
556
HB Wealth Management
Georgia
$292K +$653 +6 +0.2%
FAT
557
First American Trust
California
$291K -$4.54M -41,742 -94%
PWM
558
Perigon Wealth Management
California
$290K +$21.9K +201 +8%
EWM
559
Evermay Wealth Management
Virginia
$287K +$84.6K +777 +41%
VCM
560
Virtue Capital Management
Tennessee
$284K +$295K +2,713 New
AWM
561
Apollon Wealth Management
South Carolina
$281K -$42.7K -392 -13%
CIS
562
Custom Index Systems
New York
$280K +$284K +2,611 New
IGAM
563
iA Global Asset Management
Quebec, Canada
$280K +$20.6K +189 +8%
EFMC
564
Empire Financial Management Company
New York
$280K +$283K +2,604 New
LI
565
LVZ Inc
Michigan
$277K +$22.2K +204 +9%
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K
MLL
567
Moody Lynn & Lieberson
Massachusetts
$273K -$1.68M -15,447 -86%
CT
568
Caldwell Trust
Florida
$273K +$107K +983 +63%
N
569
Natixis
France
$272K +$275K +2,529 New
MSWM
570
McGlone Suttner Wealth Management
Wisconsin
$271K +$275K +2,524 New
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K +$5.44K +50 +2%
BFM
572
Boothbay Fund Management
New York
$270K -$130K -1,196 -32%
BCM
573
Barden Capital Management
Texas
$268K +$269K +2,469 New
WIA
574
World Investment Advisors
California
$267K +$271K +2,489 New
SFB
575
STAR Financial Bank
Indiana
$266K +$8.6K +79 +3%

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.