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Jacobs Solutions

686 hedge funds and large institutions have $13.1B invested in Jacobs Solutions in 2022 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 209 increasing their positions, 231 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

10% more capital invested

Capital invested by funds: $11.9B → $13.1B (+$1.23B)

10% more funds holding

Funds holding: 623686 (+63)

0.37% less ownership

Funds ownership: 103.99%103.62% (-0.37%)

6% less call options, than puts

Call options by funds: $14.4M | Put options by funds: $15.3M

10% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 231

Holders
686
Holders Change
+63
Holders Change %
+10.11%
% of All Funds
11.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
116
Increased
209
Reduced
231
Closed
42
Calls
$14.4M
Puts
$15.3M
Net Calls
-$877K
Net Calls Change
-$956K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$32.8M -$1.42M -14,440 -4%
SBH
52
Segall Bryant & Hamill
Illinois
$31.7M -$4.1M -41,775 -12%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$30.9M +$2.63M +26,757 +9%
NC
54
Nekton Capital
United Kingdom
$29.5M +$5.72M +58,281 +24%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$29.3M +$841K +8,560 +3%
Truist Financial
56
Truist Financial
North Carolina
$29.1M -$138K -1,409 -0.5%
TRSOTSOK
57
Teachers Retirement System of the State of Kentucky
Kentucky
$28.5M
UBS Group
58
UBS Group
Switzerland
$27.4M +$9.69M +98,654 +56%
CG
59
Colony Group
Massachusetts
$26.8M +$190K +1,936 +0.7%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$26.1M +$868K +8,842 +3%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$26.1M +$198K +2,012 +0.8%
National Pension Service
62
National Pension Service
South Korea
$25.4M +$902K +9,188 +4%
FBA
63
Front Barnett Associates
Illinois
$25.3M +$218K +2,215 +0.9%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$24.5M -$25.8M -263,150 -52%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$23.8M +$2.95M +30,035 +14%
TBA
66
Tower Bridge Advisors
Pennsylvania
$22.9M +$649K +6,606 +3%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$22.3M -$72.7K -740 -0.3%
Deutsche Bank
68
Deutsche Bank
Germany
$22.2M +$729K +7,425 +3%
WTA
69
Washington Trust Advisors
Massachusetts
$22.1M -$664K -6,763 -3%
UCFA
70
United Capital Financial Advisors
Texas
$21.6M -$32.9K -335 -0.2%
LA
71
LBP AM
France
$21.1M +$20.9M +212,472 New
WPC
72
Waters Parkerson & Co
Louisiana
$21M -$41.3K -421 -0.2%
Nomura Asset Management
73
Nomura Asset Management
Japan
$20.8M +$73.9K +753 +0.4%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$19.8M -$231K -2,354 -1%
AllianceBernstein
75
AllianceBernstein
Tennessee
$19.7M -$68.7M -699,774 -78%

J Hedge Fund Activity: Q4 2022 in Review

686 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2022, worth a combined $13.1B — up 10% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new J positions and 42 closed out — a net gain of 74 holders — while 209 added to existing stakes and 231 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $61.3M. The largest seller was Select Equity Group, cutting an estimated $126M.

  • 686 institutional investors held Jacobs Solutions (J) as of Q4 2022, up from 623 in Q3 2022.
  • Funds reported $13.1B of Jacobs Solutions stock for Q4 2022, up 10% quarter-over-quarter.
  • 116 funds opened new Jacobs Solutions positions in Q4 2022 and 42 closed out, a net change of +74 holders.
  • The largest Jacobs Solutions buyer in Q4 2022 was Allspring Global Investments, an estimated $61.3M added.
  • The largest Jacobs Solutions seller in Q4 2022 was Select Equity Group, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2022.