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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
HH
601
HWG Holdings
Texas
$3K +$3.52K +34 New
MCM
602
MV Capital Management
Maryland
$2K -$829 -8 -28%
DI
603
Disciplined Investments
Oklahoma
$2K -$414 -4 -17%
NMG
604
New Millennium Group
Utah
$2K
PWMG
605
Prestige Wealth Management Group
New Jersey
$2K
WWMSC
606
Wagner Wealth Management (South Carolina)
South Carolina
$2K
AWM
607
Abound Wealth Management
Tennessee
$1.95K +$2.28K +22 New
AF
608
Advisornet Financial
Minnesota
$1K -$15K -145 -93%
CWC
609
Carolinas Wealth Consulting
North Carolina
$1K
CAM
610
ClariVest Asset Management
California
$1K
EIP
611
Ellis Investment Partners
Pennsylvania
$1K
JWM
612
Janiczek Wealth Management
Colorado
$1K
SC
613
Sierra Capital
Florida
$1K
CAL
614
Capital Advisors Ltd
Ohio
$1K +$518 +5 +71%
HWMA
615
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.35K +13 New
BIM
616
Baldwin Investment Management
Pennsylvania
$533 -$211K -2,036 -26%
ACM
617
Absolute Capital Management
Pennsylvania
$327 +$414 +4 New
MOS
618
MGO One Seven
Ohio
$299 +$46.4K +448 +16%
FSWA
619
Financial Synergies Wealth Advisors
Texas
$217
BNP Paribas Financial Markets
620
BNP Paribas Financial Markets
France
-$12.9M -122,319 Closed
UB
621
UMB Bank
Missouri
-$11.9M -113,096 Closed
ERSOT
622
Employees Retirement System of Texas
Texas
-$9.7M -92,244 Closed
CC
623
Cartenna Capital
Connecticut
-$8.9M -84,628 Closed
Toronto Dominion Bank
624
Toronto Dominion Bank
Ontario, Canada
-$7.91M -75,223 Closed
Jacobs Levy Equity Management
625
Jacobs Levy Equity Management
New Jersey
-$6.48M -61,630 Closed

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.