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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
MMG
701
Monetary Management Group
Missouri
$26K
OSNBOA
702
Old Second National Bank of Aurora
Illinois
$26K
CB
703
Community Bank
New York
$25.2K
MFIM
704
Mesirow Financial Investment Management
Illinois
$24.8K +$25.2M +231,246 New
BAM
705
Bellevue Asset Management
Washington
$24.1K
EWA
706
EverSource Wealth Advisors
Alabama
$22.2K -$404K -3,712 -95%
BLC
707
Brown, Lisle/Cummings
Rhode Island
$22.1K
QCG
708
Quadrant Capital Group
Ohio
$20.8K +$4.03K +37 +24%
IRC
709
Investors Research Corp
Georgia
$20K +$20.2K +186 New
EC
710
EdgeRock Capital
Colorado
$19.6K +$18.7K +172 New
ZB
711
Zions Bancorporation
Utah
$18.7K
LC
712
Lindbrook Capital
California
$16.4K -$3.48K -32 -17%
JWM
713
Janiczek Wealth Management
Colorado
$16.2K
OA
714
Operose Advisors
Wisconsin
$16K
AssetMark Inc
715
AssetMark Inc
California
$15.8K -$634K -5,822 -98%
SAM
716
Smartleaf Asset Management
Massachusetts
$14.6K +$14.7K +135 New
LF
717
Lee Financial
Texas
$14.5K
CAS
718
Coppell Advisory Solutions
Texas
$14.3K
GWS
719
Glassman Wealth Services
Virginia
$14K +$544 +5 +4%
TIM
720
Tortoise Investment Management
New York
$13.6K -$435 -4 -3%
RIL
721
Rothschild Investment LLC
Illinois
$13.6K +$13.8K +127 New
GGI
722
Godsey & Gibb Inc
Virginia
$13K
HIA
723
Harbor Investment Advisory
Maryland
$13K
PA
724
Pineridge Advisors
Missouri
$13K +$13.2K +121 New
KA
725
Kozak & Associates
Colorado
$12.9K

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.