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Jacobs Solutions

717 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

57% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.8M

5% more funds holding

Funds holding: 680717 (+37)

0% less capital invested

Capital invested by funds: $12.7B → $12.7B (-$41.8M)

4% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 250

1.56% less ownership

Funds ownership: 103.45%101.89% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
717
Holders Change
+37
Holders Change %
+5.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
85
Increased
239
Reduced
250
Closed
45
Calls
$18.6M
Puts
$11.8M
Net Calls
+$6.79M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Bellevue Asset Management
Washington
$22.1K
Loomis, Sayles & Company
652
Loomis, Sayles & Company
Massachusetts
$22K +$1.24K +13 +6%
FFA
653
Farther Finance Advisors
California
$20.8K +$953 +10 +5%
BLC
654
Brown, Lisle/Cummings
Rhode Island
$20.2K
SSG
655
Summit Securities Group
New York
$20K -$9.54K -100 -33%
TIM
656
Tortoise Investment Management
New York
$17.8K +$17.3K +181 New
ZB
657
Zions Bancorporation
Utah
$17.2K
QCG
658
Quadrant Capital Group
Ohio
$15.3K +$2.96K +31 +25%
JWM
659
Janiczek Wealth Management
Colorado
$14.9K
LC
660
Lindbrook Capital
California
$14.9K +$8.87K +93 +160%
CFB
661
Cullen/Frost Bankers
Texas
$13.6K -$121K -1,267 -90%
LF
662
Lee Financial
Texas
$13.3K -$3.53K -37 -22%
CAS
663
Coppell Advisory Solutions
Texas
$13K +$12.7K +133 New
GWS
664
Glassman Wealth Services
Virginia
$12.5K +$2.1K +22 +21%
CT
665
Caldwell Trust
Florida
$12.5K +$10K +105 +477%
GGI
666
Godsey & Gibb Inc
Virginia
$11.9K
HIA
667
Harbor Investment Advisory
Maryland
$11.9K
KA
668
Kozak & Associates
Colorado
$11.7K
APC
669
Aspire Private Capital
North Carolina
$11.5K
MHR
670
Matthew Hamilton Rosenberg
$11.2K
PO
671
Private Ocean
California
$9.75K
MTIC
672
Missouri Trust & Investment Company
Missouri
$8.92K
1832 Asset Management
673
1832 Asset Management
Ontario, Canada
$8.68K
JFGIW
674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.2K +$7.91K +83 New
EARNEST Partners
675
EARNEST Partners
Georgia
$8.09K

J Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2023, worth a combined $12.7B — down 0.33% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new J positions and 45 closed out — a net gain of 40 holders — while 239 added to existing stakes and 250 trimmed.

The largest buyer was Third Point, adding an estimated $135M. The largest seller was Mackenzie Financial, cutting an estimated $359M.

  • 717 institutional investors held Jacobs Solutions (J) as of Q2 2023, up from 680 in Q1 2023.
  • Funds reported $12.7B of Jacobs Solutions stock for Q2 2023, down 0.33% quarter-over-quarter.
  • 85 funds opened new Jacobs Solutions positions in Q2 2023 and 45 closed out, a net change of +40 holders.
  • The largest Jacobs Solutions buyer in Q2 2023 was Third Point, an estimated $135M added.
  • The largest Jacobs Solutions seller in Q2 2023 was Mackenzie Financial, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2023.