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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
MCM
626
Manchester Capital Management
Vermont
$169K
SWS
627
SYSTM Wealth Solutions
Illinois
$166K -$166K -1,527 -50%
MFG
628
Mendota Financial Group
Wisconsin
$165K +$168K +1,539 New
HPC
629
HM Payson & Co
Maine
$150K
PPWM
630
PFG Private Wealth Management
Florida
$139K +$106K +974 +301%
BEI
631
Benjamin Edwards Inc
Missouri
$138K +$140K +1,289 New
CAL
632
Capital Analysts LLC
Pennsylvania
$135K
SIM
633
Studio Investment Management
Illinois
$135K -$27.7K -254 -17%
AF
634
Arrow Financial
New York
$133K -$8.6K -79 -6%
BFEC
635
Benjamin F. Edwards & Company
Missouri
$133K +$9.8K +90 +8%
WTC
636
WhitTier Trust Company
Nevada
$132K
PA
637
Parallel Advisors
California
$131K -$92K -845 -41%
DI
638
DAGCO Inc
Ohio
$125K +$127K +1,163 New
DWS
639
Dynamic Wealth Strategies
California
$125K +$127K +1,163 New
ST
640
Smithfield Trust
Pennsylvania
$119K
AIM
641
Anchor Investment Management
South Carolina
$119K
PS
642
Principal Securities
Iowa
$117K +$119K +1,090 New
S
643
SignatureFD
Georgia
$114K -$1.31K -12 -1%
AAP
644
Arax Advisory Partners
Colorado
$113K +$218 +2 +0.2%
OAM
645
Ostrum Asset Management
France
$112K +$435 +4 +0.4%
SIS
646
Sound Income Strategies
Florida
$110K
ACA
647
Atlas Capital Advisors
Wyoming
$108K
QC
648
Quent Capital
New York
$102K
HT
649
Headlands Technologies
Illinois
$92.9K +$94.3K +866 New
NSIM
650
North Star Investment Management
Illinois
$91.6K

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.