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Jacobs Solutions

717 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

57% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.8M

5% more funds holding

Funds holding: 680717 (+37)

0% less capital invested

Capital invested by funds: $12.7B → $12.7B (-$41.8M)

4% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 250

1.56% less ownership

Funds ownership: 103.45%101.89% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
717
Holders Change
+37
Holders Change %
+5.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
85
Increased
239
Reduced
250
Closed
45
Calls
$18.6M
Puts
$11.8M
Net Calls
+$6.79M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
726
Jay A. Fishman Ltd
Michigan
-$679K -6,988 Closed
Rockefeller Capital Management
727
Rockefeller Capital Management
New York
-$564K -5,814 Closed
OQS
728
Occudo Quantitative Strategies
Florida
-$562K -5,778 Closed
BPA
729
Beacon Pointe Advisors
California
-$484K -4,983 Closed
BFM
730
Boothbay Fund Management
New York
-$428K -4,405 Closed
QCM
731
Qsemble Capital Management
New York
-$388K -3,990 Closed
TYCC
732
Texas Yale Capital Corp
Florida
-$309K -3,175 Closed
YC
733
Yarbrough Capital
Tennessee
-$306K -3,147 Closed
MC
734
Moors & Cabot
Massachusetts
-$301K -3,095 Closed
GC
735
Giverny Capital
Quebec, Canada
-$289K -2,972 Closed
TI
736
Trexquant Investment
Connecticut
-$269K -2,765 Closed
CNBT
737
Canandaigua National Bank & Trust
New York
-$266K -2,735 Closed
WWM
738
Western Wealth Management
Colorado
-$251K -2,585 Closed
ICP
739
Interchange Capital Partners
Pennsylvania
-$251K -2,584 Closed
MWC
740
MBM Wealth Consultants
Missouri
-$164K -2,250 Closed
SWA
741
Stratos Wealth Advisors
Ohio
-$211K -2,166 Closed
VAFP
742
Vahanian & Associates Financial Planning
New York
-$208K -2,140 Closed
Walleye Capital
743
Walleye Capital
New York
-$202K -2,122 Closed
SFM
744
Systematic Financial Management
New Jersey
-$189K -1,944 Closed
Point72 Asset Management
745
Point72 Asset Management
Connecticut
-$88.1K -907 Closed
MIA
746
Milestone Investment Advisors
Wisconsin
-$75.3K -775 Closed
BWM
747
BerganKDV Wealth Management
Minnesota
-$26.1K -268 Closed
WPA
748
West Paces Advisors
Georgia
-$15.3K -157 Closed
M
749
MOTCO
Texas
-$10.7K -110 Closed
AF
750
Advisornet Financial
Minnesota
-$7.05K -73 Closed

J Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2023, worth a combined $12.7B — down 0.33% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new J positions and 45 closed out — a net gain of 40 holders — while 239 added to existing stakes and 250 trimmed.

The largest buyer was Third Point, adding an estimated $135M. The largest seller was Mackenzie Financial, cutting an estimated $359M.

  • 717 institutional investors held Jacobs Solutions (J) as of Q2 2023, up from 680 in Q1 2023.
  • Funds reported $12.7B of Jacobs Solutions stock for Q2 2023, down 0.33% quarter-over-quarter.
  • 85 funds opened new Jacobs Solutions positions in Q2 2023 and 45 closed out, a net change of +40 holders.
  • The largest Jacobs Solutions buyer in Q2 2023 was Third Point, an estimated $135M added.
  • The largest Jacobs Solutions seller in Q2 2023 was Mackenzie Financial, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2023.