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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
BAM
601
BOS Asset Management
Illinois
$235K -$45.6K -419 -16%
HI
602
Horizon Investments
North Carolina
$232K -$15.6K -143 -6%
PA
603
Profund Advisors
Maryland
$232K +$235K +2,163 New
NIM
604
NEOS Investment Management
Connecticut
$232K +$235K +2,160 New
FZCM
605
Flynn Zito Capital Management
New York
$229K +$232K +2,131 New
WDC
606
Woodward Diversified Capital
California
$228K +$231K +2,125 New
FWIA
607
Fort Washington Investment Advisors
Ohio
$217K
NRD
608
Nebula Research & Development
New York
$215K +$218K +2,006 New
OIA
609
OneDigital Investment Advisors
Kansas
$214K +$217K +1,997 New
CFG
610
Cooper Financial Group
California
$211K +$109 +1 +0.1%
TA
611
TruWealth Advisors
Louisiana
$211K
SW
612
SVB Wealth
Massachusetts
$210K +$213K +1,955 New
Fisher Asset Management
613
Fisher Asset Management
Washington
$209K +$212K +1,946 New
KCIC
614
Kuhn & Co Investment Counsel
Illinois
$207K +$210K +1,932 New
VF
615
Virtu Financial
New York
$207K +$210K +1,926 New
CGL
616
Clarius Group LLC
Washington
$206K -$12.6K -116 -6%
SM
617
Sciencast Management
New Jersey
$204K +$207K +1,899 New
GF
618
Gabelli Funds
New York
$201K +$204K +1,874 New
GRP
619
Global Retirement Partners
California
$194K +$6.21K +57 +3%
VSQM
620
V-Square Quantitative Management
Illinois
$192K
KI
621
Kapitalo Investimentos
Brazil
$190K +$60.4K +555 +46%
UM
622
UniSuper Management
Australia
$185K +$68.7K +631 +58%
AIP
623
Ameritas Investment Partners
Nebraska
$182K -$13.9K -128 -7%
CFGS
624
Concourse Financial Group Securities
Alabama
$177K +$119K +1,091 +194%
CA
625
Centerpoint Advisors
Massachusetts
$176K -$21.7K -199 -11%

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.