We are live on ! Find out more
J icon

Jacobs Solutions

623 hedge funds and large institutions have $11.9B invested in Jacobs Solutions in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 243 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 103.31%103.99% (+0.69%)

1% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $12.4M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less funds holding

Funds holding: 692623 (-69)

15% less capital invested

Capital invested by funds: $14B → $11.9B (-$2.04B)

21% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 243

56% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 107

Holders
623
Holders Change
-69
Holders Change %
-9.97%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
47
Increased
192
Reduced
243
Closed
107
Calls
$12.5M
Puts
$12.4M
Net Calls
+$79K
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
576
JFS Wealth Advisors
Pennsylvania
$10K -$1.14K -11 -9%
BBPWM
577
Blue Bell Private Wealth Management
Pennsylvania
$10K
HR
578
Howe & Rusling
New York
$10K
MHR
579
Matthew Hamilton Rosenberg
$10K
GWS
580
Glassman Wealth Services
Virginia
$9K +$622 +6 +7%
BWL
581
Bogart Wealth LLC
Virginia
$9K +$10.9K +105 New
Bank of Montreal
582
Bank of Montreal
Ontario, Canada
$8.13K -$2.52M -24,294 -21%
TWA
583
TCI Wealth Advisors
Arizona
$8K -$1.45K -14 -14%
PCM
584
Penserra Capital Management
California
$8K -$207 -2 -2%
MTIC
585
Missouri Trust & Investment Company
Missouri
$8K
1832 Asset Management
586
1832 Asset Management
Ontario, Canada
$7K -$438K -4,230 -98%
CBT
587
CoreFirst Bank & Trust
Kansas
$7K
EARNEST Partners
588
EARNEST Partners
Georgia
$7K
BIA
589
Bell Investment Advisors
California
$7K +$6.11K +59 +369%
SWA
590
Sutton Wealth Advisors
Florida
$6.29K -$622 -6 -8%
CA
591
Crewe Advisors
Utah
$6K +$3.63K +35 +113%
FRA
592
Front Row Advisors
California
$5K
LWANC
593
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
SWM
594
Sugarloaf Wealth Management
Georgia
$5K
GIA
595
GHP Investment Advisors
Colorado
$4K -$3K -29 -39%
LC
596
Lindbrook Capital
California
$4K -$1.97K -19 -30%
EWA
597
EverSource Wealth Advisors
Alabama
$4K
CFD
598
Creative Financial Designs
Indiana
$3K -$6.22K -60 -61%
SC
599
Schubert & Co
Texas
$3K -$2.18K -21 -40%
VCM
600
Versant Capital Management
Arizona
$3K -$414 -4 -10%

J Hedge Fund Activity: Q3 2022 in Review

623 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2022, worth a combined $11.9B — down 15% from $14B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of J and 47 opened new positions — a net loss of 60 holders — while 243 trimmed existing stakes and 192 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $103M. The largest seller was American Century Companies, cutting an estimated $63.2M.

  • 623 institutional investors held Jacobs Solutions (J) as of Q3 2022, down from 692 in Q2 2022.
  • Funds reported $11.9B of Jacobs Solutions stock for Q3 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Jacobs Solutions positions in Q3 2022 and 107 closed out, a net change of -60 holders.
  • The largest Jacobs Solutions buyer in Q3 2022 was Ceredex Value Advisors, an estimated $103M added.
  • The largest Jacobs Solutions seller in Q3 2022 was American Century Companies, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2022.