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Jacobs Solutions
J

680 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $9.28M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

0.17% less ownership

Funds ownership: 103.62% → 103.45% (-0.17%)

1% less funds holding

Funds holding: 686 → 680 (-6)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$413M)

Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
67
Increased
239
Reduced
233
Closed
60
Calls
$15.4M
Puts
$9.28M
Net Calls
+$6.13M
Net Calls Change
+$7.01M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$72.2M
2
Select Equity Group
Select Equity Group
New York
+$63.9M
3
Fidelity International
Fidelity International
Bermuda
+$60.2M
4
Millennium Management
Millennium Management
New York
+$59.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$54.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$438M
2
Capital World Investors
Capital World Investors
California
-$172M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.7M
4
American Century Companies
American Century Companies
Missouri
-$34.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
651
EverSource Wealth Advisors
Alabama
$3.64K -$998 -10 -21%
VCM
652
Versant Capital Management
Arizona
$3.64K – – –
CFO
653
CVA Family Office
Colorado
$3.52K -$3.69K -37 -51%
HH
654
HWG Holdings
Texas
$3.29K – – –
SFG
655
Steward Financial Group
Texas
$3K +$2.29K +23 +192%
GWSG
656
GPS Wealth Strategies Group
Colorado
$2.94K +$2.99K +30 New
WP
657
WealthPLAN Partners
Nebraska
$2.73K +$2.79K +28 New
RTL
658
Red Tortoise LLC
Georgia
$2.58K – – –
SC
659
Schubert & Co
Texas
$2.35K -$699 -7 -23%
TWD
660
True Wealth Design
Ohio
$2.35K +$2.4K +24 New
AWM
661
Abound Wealth Management
Tennessee
$2.12K – – –
NMG
662
New Millennium Group
Utah
$2.12K – – –
CT
663
Caldwell Trust
Florida
$2.12K +$2.19K +22 New
SIA
664
SkyView Investment Advisors
New Jersey
$2K +$1.7K +17 New
MCM
665
MV Capital Management
Maryland
$2K +$1.1K +11 +110%
PWMG
666
Prestige Wealth Management Group
New Jersey
$1.65K -$399 -4 -19%
SIC
667
SJS Investment Consulting
Ohio
$1.53K – – –
DI
668
Disciplined Investments
Oklahoma
$1.53K +$399 +4 +33%
CAM
669
ClariVest Asset Management
California
$1K – – –
CWC
670
Carolinas Wealth Consulting
North Carolina
$940 +$399 +4 +67%
CTA
671
Colonial Trust Advisors
South Carolina
$588 – – –
SS
672
Sunbelt Securities
Texas
$581 +$599 +6 New
BAAM
673
Baker Avenue Asset Management
California
$470 – – –
2L
674
25 LLC
Missouri
$470 +$499 +5 New
SWA
675
SOA Wealth Advisors
New York
$356 – – –
25 26
27
28 29

J Hedge Fund Activity: Q1 2023 in Review

680 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2023, worth a combined $12.7B — down 3.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new J positions and 60 closed out — a net gain of 7 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $72.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $438M sold.

  • 680 institutional investors held Jacobs Solutions (J) as of Q1 2023, down from 686 in Q4 2022.
  • Funds reported $12.7B of Jacobs Solutions stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 67 funds opened new Jacobs Solutions positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2023 was Massachusetts Financial Services, an estimated $72.2M added.
  • The largest Jacobs Solutions seller in Q1 2023 was Capital International Investors, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2023.