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.
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: 13 → 15 (+2)
10% more capital invested
Capital invested by funds: $11.9B → $13.1B (+$1.23B)
10% more funds holding
Funds holding: 623 → 686 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$61.3M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$47.1M |
| 3 |
Millennium Management
New York
|
+$45.7M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$35.7M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$126M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$73.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$68.7M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$63.5M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$52.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
726
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$1K | -12 | Closed |
|
|
ACM
727
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$327 | -4 | Closed |
|
728
Lazard Asset Management
New York
| – | +$982 | +10 | New |
|
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.