We are live on ! Find out more
J icon

Jacobs Solutions

623 hedge funds and large institutions have $11.9B invested in Jacobs Solutions in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 243 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 103.31%103.99% (+0.69%)

1% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $12.4M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less funds holding

Funds holding: 692623 (-69)

15% less capital invested

Capital invested by funds: $14B → $11.9B (-$2.04B)

21% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 243

56% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 107

Holders
623
Holders Change
-69
Holders Change %
-9.97%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
47
Increased
192
Reduced
243
Closed
107
Calls
$12.5M
Puts
$12.4M
Net Calls
+$79K
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
701
ACG Wealth
Georgia
-$80K -757 Closed
SWM
702
Spire Wealth Management
Virginia
-$78K -737 Closed
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
-$61K -585 Closed
CT
704
Cambridge Trust
Massachusetts
-$57K -540 Closed
SWM
705
SeaCrest Wealth Management
New York
-$48K -453 Closed
Group One Trading
706
Group One Trading
Illinois
-$44.9K -433 Closed
Walleye Trading
707
Walleye Trading
New York
-$41.2K -398 Closed
HIIFS
708
Harel Insurance Investments & Financial Services
Israel
-$40K -384 Closed
CI
709
CX Institutional
Indiana
-$35K -330 Closed
RTC
710
Riverview Trust Company
Washington
-$29K -272 Closed
PTC
711
Private Trust Company
Ohio
-$14K -137 Closed
SIAP
712
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$14K -133 Closed
CCM
713
Chilton Capital Management
Texas
-$14K -129 Closed
YAL
714
Your Advocates Ltd
Texas
-$11K -109 Closed
GWM
715
Geneos Wealth Management
Colorado
-$9K -94 Closed
ATC
716
Adirondack Trust Company
New York
-$10K -91 Closed
AIP
717
Ahrens Investment Partners
Louisiana
-$9K -85 Closed
BWM
718
BerganKDV Wealth Management
Minnesota
-$2K -21 Closed
GKIM
719
GW&K Investment Management
Massachusetts
-$2K -19 Closed
KFI
720
Key Financial Inc
Pennsylvania
-$2K -18 Closed
SFG
721
Steward Financial Group
Texas
-$1K -12 Closed
MFT
722
Moisand Fitzgerald Tamayo
Florida
-$1K -11 Closed
CWM
723
Curi Wealth Management
North Carolina
-$1K -6 Closed
ECG
724
Edge Capital Group
Georgia
-$1K -6 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
725
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1K -6 Closed

J Hedge Fund Activity: Q3 2022 in Review

623 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2022, worth a combined $11.9B — down 15% from $14B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of J and 47 opened new positions — a net loss of 60 holders — while 243 trimmed existing stakes and 192 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $103M. The largest seller was American Century Companies, cutting an estimated $63.2M.

  • 623 institutional investors held Jacobs Solutions (J) as of Q3 2022, down from 692 in Q2 2022.
  • Funds reported $11.9B of Jacobs Solutions stock for Q3 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Jacobs Solutions positions in Q3 2022 and 107 closed out, a net change of -60 holders.
  • The largest Jacobs Solutions buyer in Q3 2022 was Ceredex Value Advisors, an estimated $103M added.
  • The largest Jacobs Solutions seller in Q3 2022 was American Century Companies, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2022.