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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
QL
676
Quarry LP
New York
$39.6K +$20.9K +192 +108%
HDIM
677
Hanson & Doremus Investment Management
Vermont
$39K
HGERS
678
Householder Group Estate & Retirement Specialist
Arizona
$39K
TCOV
679
Trust Company of Vermont
Vermont
$38.9K -$13.5K -124 -25%
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$38.9K +$653 +6 +2%
NFA
681
Northwest Financial Advisors
Virginia
$38.9K +$39.5K +363 New
USB
682
Union Savings Bank
Connecticut
$37K +$16.5K +152 +79%
QT
683
Quantbot Technologies
New York
$35.8K +$36.4K +334 New
BTI
684
Blue Trust Inc
Georgia
$32K -$1.03M -9,475 -97%
AA
685
AlphaMark Advisors
Kentucky
$32K
TWM
686
Tradition Wealth Management
Minnesota
$32K
BBPWM
687
Blue Bell Private Wealth Management
Pennsylvania
$31.2K
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$31K
DIP
689
DT Investment Partners
Pennsylvania
$30.2K
ADL
690
Asset Dedication LLC
California
$30K
IGWM
691
ICA Group Wealth Management
Colorado
$29.9K +$30.3K +278 New
OC
692
Oakworth Capital
Alabama
$29.2K
ME
693
McIlrath & Eck
Washington
$28.2K
TSW
694
Thompson Siegel & Walmsley
Virginia
$28K
FHA
695
First Horizon Advisors
Tennessee
$27.4K -$27.5K -253 -50%
GI
696
GAMMA Investing
California
$27.4K +$26.7K +245 New
PCTC
697
Perkins Coie Trust Company
Washington
$26.9K
HI
698
Harbour Investments
Wisconsin
$26.7K +$5.23K +48 +24%
FPF
699
First Pacific Financial
Washington
$26.7K +$27K +248 New
CHA
700
Carmichael Hill & Associates
Maryland
$26K

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.