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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
MTIC
701
Missouri Trust & Investment Company
Missouri
$10.2K
CT
702
Cambridge Trust
Massachusetts
$9.55K +$9.16K +85 New
CBT
703
CoreFirst Bank & Trust
Kansas
$8.19K
GKIM
704
GW&K Investment Management
Massachusetts
$8K
CT
705
Colonial Trust
South Carolina
$7.1K +$6.79K +63 New
SFG
706
Steward Financial Group
Texas
$7K +$6.79K +63 New
AIC
707
Archer Investment Corporation
Indiana
$6.83K
LWANC
708
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.83K
BWM
709
Baystate Wealth Management
Massachusetts
$6.83K +$6.46K +60 New
LFG
710
Larson Financial Group
Missouri
$6.3K +$1.83K +17 +44%
VCM
711
Versant Capital Management
Arizona
$6.01K
BIA
712
Bell Investment Advisors
California
$5.46K +$754 +7 +17%
SWM
713
Sugarloaf Wealth Management
Georgia
$5.05K
CFD
714
Creative Financial Designs
Indiana
$4.37K
SIA
715
SkyView Investment Advisors
New Jersey
$4K
HH
716
HWG Holdings
Texas
$3.82K
OLVIG
717
Oliver Lagore Vanvalin Investment Group
Michigan
$3.82K +$3.66K +34 New
HL
718
HeadInvest LLC
Maine
$3.49K +$3.34K +31 New
CIA
719
Cape Investment Advisory
Georgia
$3.14K
FCA
720
FinTrust Capital Advisors
South Carolina
$3.05K +$2.91K +27 New
RTL
721
Red Tortoise LLC
Georgia
$3K
TFG
722
Team Financial Group
California
$2.74K +$2.59K +24 New
AWM
723
Abound Wealth Management
Tennessee
$2.46K
NMG
724
New Millennium Group
Utah
$2.46K
SIC
725
SJS Investment Consulting
Ohio
$2.18K +$754 +7 +58%

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.