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Jacobs Solutions

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: 1516 (+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: 686680 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
701
Wright Investors Service
Connecticut
-$440K -4,433 Closed
I
702
InceptionR
California
-$417K -4,194 Closed
Fisher Asset Management
703
Fisher Asset Management
Washington
-$407K -4,096 Closed
BCM
704
Bayesian Capital Management
New York
-$360K -3,627 Closed
PTC
705
Petrus Trust Company
Texas
-$332K -3,339 Closed
PI
706
PEAK6 Investments
Illinois
-$305K -3,054 Closed
MWM
707
Meridian Wealth Management
Kentucky
-$298K -2,996 Closed
SI
708
Stephens Inc
Arkansas
-$262K -2,637 Closed
WEG
709
World Equity Group
Illinois
-$261K -2,633 Closed
FL
710
Fort LP
Maryland
-$255K -2,564 Closed
TRIA
711
Trail Ridge Investment Advisors
Colorado
-$252K -2,539 Closed
CII
712
Capital International Inc
California
-$247K -2,490 Closed
MAS
713
Meeder Advisory Services
Ohio
-$239K -2,411 Closed
TPW
714
Tiller Private Wealth
Pennsylvania
-$224K -2,251 Closed
WS
715
Wedbush Securities
California
-$214K -2,151 Closed
PA
716
Pinnacle Associates
New York
-$209K -2,102 Closed
MA
717
Mutual Advisors
Nebraska
-$202K -2,033 Closed
FWIA
718
Fort Washington Investment Advisors
Ohio
-$201K -2,020 Closed
CT
719
Cambridge Trust
Massachusetts
-$54K -540 Closed
MCC
720
Money Concepts Capital
Florida
-$45.5K -458 Closed
DFCM
721
Dark Forest Capital Management
Puerto Rico
-$42K -423 Closed
Capstone Investment Advisors
722
Capstone Investment Advisors
New York
-$32.1K -323 Closed
DCM
723
Dupont Capital Management
Delaware
-$26.7K -268 Closed
ETC
724
Exchange Traded Concepts
Oklahoma
-$24.4K -245 Closed
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$19.3K -195 Closed

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.