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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
PWMG
701
Prestige Wealth Management Group
New Jersey
$1.67K
DI
702
Disciplined Investments
Oklahoma
$1.43K -$95 -1 -6%
SIC
703
SJS Investment Consulting
Ohio
$1.19K -$381 -4 -25%
CWA
704
Clearview Wealth Advisors
Oregon
$1.19K +$1.14K +12 New
CAM
705
ClariVest Asset Management
California
$1K
BG
706
Bollard Group
Massachusetts
$1K +$572 +6 New
CAL
707
Capital Advisors Ltd
Ohio
$1K +$953 +10 New
CWC
708
Carolinas Wealth Consulting
North Carolina
$951
CJL
709
Cyrus J. Lawrence
New York
$940 -$7.02M -73,654 -89%
HCP
710
Hexagon Capital Partners
Arkansas
$715 +$286 +3 +75%
CTA
711
Colonial Trust Advisors
South Carolina
$594
GI
712
Gradient Investments
Minnesota
$594 +$572 +6 New
VWM
713
Venturi Wealth Management
Texas
$476 +$477 +5 New
SWA
714
SOA Wealth Advisors
New York
$361
TWP
715
TFO Wealth Partners
Ohio
$119
Comerica Bank
716
Comerica Bank
Texas
$60 +$16.1M +168,511 New
MIH
717
Meitav Investment House
Israel
-$7.34M -76,365 Closed
Hudson Bay Capital Management
718
Hudson Bay Capital Management
Connecticut
-$5.29M -54,404 Closed
RCAP
719
Resolute Capital Asset Partners
Colorado
-$3.52M -36,269 Closed
EIA
720
Edgemoor Investment Advisors
Maryland
-$3.48M -35,773 Closed
AI
721
Atom Investors
Texas
-$3.33M -34,237 Closed
HA
722
Harfst & Associates
Wyoming
-$1.49M -15,321 Closed
VIA
723
Vident Investment Advisory
Georgia
-$1.47M -15,122 Closed
TAM
724
Tocqueville Asset Management
New York
-$1.41M -14,520 Closed
WBC
725
Westpac Banking Corp
Australia
-$1.22M -12,514 Closed

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.