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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
KI
576
Kapitalo Investimentos
Brazil
$211K +$205K +2,148 New
VWA
577
Visionary Wealth Advisors
Illinois
$209K +$477 +5 +0.2%
CRC
578
Curi RMB Capital
Illinois
$206K -$29.7K -311 -13%
ONST
579
Old North State Trust
North Carolina
$206K +$3.91K +41 +2%
GS
580
GTS Securities
New York
$206K +$199K +2,090 New
PA
581
Parallel Advisors
California
$200K -$4.86K -51 -2%
FCB
582
First Command Bank
Texas
$196K +$96.7K +1,014 +103%
FCFS
583
First Command Financial Services
Texas
$196K +$96.7K +1,014 +103%
EWM
584
Evermay Wealth Management
Virginia
$193K -$10.5K -110 -5%
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$185K +$6.87K +72 +4%
CA
586
Centerpoint Advisors
Massachusetts
$181K
AIP
587
Ameritas Investment Partners
Nebraska
$179K -$16.5K -173 -9%
Acadian Asset Management
588
Acadian Asset Management
Massachusetts
$168K -$35M -366,848 -100%
BAMF
589
BI Asset Management Fondsmaeglerselskab
Denmark
$156K
MCM
590
Manchester Capital Management
Vermont
$155K
BFEC
591
Benjamin F. Edwards & Company
Missouri
$139K -$4.86K -51 -3%
AF
592
Arrow Financial
New York
$138K -$16.8K -176 -11%
HPC
593
HM Payson & Co
Maine
$137K
ST
594
Smithfield Trust
Pennsylvania
$130K +$129K +1,358 New
CAL
595
Capital Analysts LLC
Pennsylvania
$124K
AAP
596
Arax Advisory Partners
Colorado
$122K -$22.9K -240 -16%
WTC
597
WhitTier Trust Company
Nevada
$121K
AIM
598
Anchor Investment Management
South Carolina
$109K -$210K -2,207 -67%
UM
599
UniSuper Management
Australia
$107K +$104K +1,088 New
SIM
600
Sentry Investment Management
Wisconsin
$102K

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.