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Jacobs Solutions

738 hedge funds and large institutions have $14.5B invested in Jacobs Solutions in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $24.6M

109% more funds holding in top 10

Funds holding in top 10: 1123 (+12)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.83B)

3% more funds holding

Funds holding: 717738 (+21)

0.23% more ownership

Funds ownership: 101.89%102.12% (+0.23%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

Holders
738
Holders Change
+21
Holders Change %
+2.93%
% of All Funds
11.71%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.37%
New
99
Increased
251
Reduced
252
Closed
71
Calls
$57.2M
Puts
$24.6M
Net Calls
+$32.6M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
676
Brown, Lisle/Cummings
Rhode Island
$23.2K
HI
677
Harbour Investments
Wisconsin
$22.7K -$23.9K -222 -52%
USB
678
Union Savings Bank
Connecticut
$21.8K +$20.8K +193 New
LC
679
Lindbrook Capital
California
$20.7K +$3.56K +33 +22%
QL
680
Quarry LP
New York
$19.9K -$5.82K -54 -23%
ZB
681
Zions Bancorporation
Utah
$19.7K -$108 -1 -0.6%
QCG
682
Quadrant Capital Group
Ohio
$17.6K
JWM
683
Janiczek Wealth Management
Colorado
$17.1K
OA
684
Operose Advisors
Wisconsin
$16.8K +$16.1K +149 New
KFP
685
KB Financial Partners
New Jersey
$16K +$15K +139 New
LF
686
Lee Financial
Texas
$15.3K
TIM
687
Tortoise Investment Management
New York
$14.7K -$5.39K -50 -28%
CLOS
688
Compagnie Lombard Odier SCmA
Switzerland
$14.3K +$13.7K +127 New
GWS
689
Glassman Wealth Services
Virginia
$14.2K -$108 -1 -0.8%
GGI
690
Godsey & Gibb Inc
Virginia
$13.7K
HIA
691
Harbor Investment Advisory
Maryland
$13.7K
HCM
692
Hollencrest Capital Management
California
$13.7K +$13K +121 New
KA
693
Kozak & Associates
Colorado
$13.5K
APC
694
Aspire Private Capital
North Carolina
$13.2K
CAS
695
Coppell Advisory Solutions
Texas
$13.2K
BAAM
696
Baker Avenue Asset Management
California
$13.1K +$12.5K +116 New
MHR
697
Matthew Hamilton Rosenberg
$12.8K
FRA
698
Front Row Advisors
California
$12.8K +$5.82K +54 +90%
JWA
699
JFS Wealth Advisors
Pennsylvania
$12.5K +$3.77K +35 +47%
SWA
700
Sutton Wealth Advisors
Florida
$12K +$3.99K +37 +54%

J Hedge Fund Activity: Q3 2023 in Review

738 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2023, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new J positions and 71 closed out — a net gain of 28 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $102M. The largest seller was Madison Asset Management, cutting an estimated $65.4M.

  • 738 institutional investors held Jacobs Solutions (J) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $14.5B of Jacobs Solutions stock for Q3 2023, up 14% quarter-over-quarter.
  • 99 funds opened new Jacobs Solutions positions in Q3 2023 and 71 closed out, a net change of +28 holders.
  • The largest Jacobs Solutions buyer in Q3 2023 was Boston Partners, an estimated $102M added.
  • The largest Jacobs Solutions seller in Q3 2023 was Madison Asset Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2023.