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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
SHGA
576
Sand Hill Global Advisors
California
$265K
EI
577
Ethic Inc
New York
$261K +$45.9K +422 +21%
CIP
578
Chartwell Investment Partners
Pennsylvania
$260K -$1.96K -18 -0.7%
WC
579
Whitney & Co
New York
$260K
KJHP
580
K.J. Harrison & Partners
Ontario, Canada
$260K +$263K +2,418 New
VIM
581
Vinva Investment Management
Australia
$258K -$121K -1,110 -32%
JGGDR
582
JGP Global Gestao de Recursos
Brazil
$258K
PCIA
583
Prime Capital Investment Advisors
Kansas
$257K +$261K +2,395 New
DWM
584
Dakota Wealth Management
Florida
$256K +$50.4K +463 +24%
MBT
585
Montecito Bank & Trust
California
$254K +$37.6K +345 +17%
JCM
586
Jacobi Capital Management
Pennsylvania
$254K +$762 +7 +0.3%
DWP
587
Daymark Wealth Partners
Ohio
$253K -$573K -5,263 -69%
AUB
588
Atlantic Union Bankshares
Virginia
$249K -$3.59K -33 -1%
BCA
589
Bay Colony Advisors
Massachusetts
$245K +$248K +2,281 New
IC
590
IEQ Capital
California
$245K +$8.38K +77 +3%
DA
591
Duality Advisers
Florida
$245K -$1.03M -9,446 -81%
DDC
592
DF Dent & Co
Maryland
$244K
NP
593
NorthRock Partners
Minnesota
$244K +$247K +2,270 New
PMFA
594
Plante Moran Financial Advisors
Michigan
$244K
WHG
595
Westwood Holdings Group
Texas
$242K +$245K +2,254 New
TPW
596
Tiller Private Wealth
Pennsylvania
$242K
RCM
597
Raleigh Capital Management
North Carolina
$237K +$240K +2,205 New
PRC
598
Pearl River Capital
Michigan
$236K +$13.2K +121 +6%
GEA
599
Glen Eagle Advisors
New Jersey
$236K +$214K +1,967 +855%
VWA
600
Visionary Wealth Advisors
Illinois
$236K +$435 +4 +0.2%

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.