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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
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$43.6M +$1.08M +10,026 +3%
AQR Capital Management
52
AQR Capital Management
Connecticut
$43.4M +$6.36M +59,011 +18%
NC
53
Nekton Capital
United Kingdom
$42.8M
Barclays
54
Barclays
United Kingdom
$41.7M +$13.9M +128,968 +54%
Goldman Sachs
55
Goldman Sachs
New York
$39.2M -$15.5M -143,908 -29%
CVA
56
Ceredex Value Advisors
Florida
$38.7M -$404K -3,749 -1%
UBS Group
57
UBS Group
Switzerland
$37.9M +$8.86M +82,265 +32%
CG
58
Colony Group
Massachusetts
$33.7M -$114K -1,061 -0.4%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$33.4M -$142K -1,317 -0.4%
JP Morgan Chase
60
JP Morgan Chase
New York
$33.3M +$9.79M +90,894 +44%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$33.3M -$1.37M -12,692 -4%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$32.4M
WJWM
63
Williams Jones Wealth Management
New York
$31.1M +$3.89M +36,069 +15%
Verition Fund Management
64
Verition Fund Management
Connecticut
$31M -$20.2M -187,088 -41%
CS
65
Credit Suisse
Switzerland
$30.1M +$601K +5,581 +2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$30.1M +$111K +1,026 +0.4%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$28.7M -$2.37M -21,951 -8%
SEI Investments
68
SEI Investments
Pennsylvania
$27.8M -$1.81M -16,804 -6%
Wells Fargo
69
Wells Fargo
California
$27.4M -$23.9M -222,116 -48%
Deutsche Bank
70
Deutsche Bank
Germany
$27.3M -$8.03M -74,487 -24%
Truist Financial
71
Truist Financial
North Carolina
$27.1M -$1.28M -11,869 -5%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$27.1M -$1.47M -13,620 -5%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$27M +$10.4M +96,966 +68%
SFM
74
Soros Fund Management
New York
$26.9M +$22.3M +207,013 +662%
FBA
75
Front Barnett Associates
Illinois
$26.4M -$860K -7,979 -3%

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.