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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
APC
726
Aspire Private Capital
North Carolina
$12.6K
JWA
727
JFS Wealth Advisors
Pennsylvania
$12.5K +$653 +6 +5%
MHR
728
Matthew Hamilton Rosenberg
$12.2K
EBA
729
Eagle Bay Advisors
New York
$10.9K -$77.8K -715 -88%
1832 Asset Management
730
1832 Asset Management
Ontario, Canada
$10.4K +$10.6K +97 New
MTIC
731
Missouri Trust & Investment Company
Missouri
$9.73K
PHK
732
Point72 Hong Kong
Hong Kong
$8.76K +$8.93K +82 New
AA
733
Ancora Advisors
Ohio
$8.31K +$8.38K +77 New
GKIM
734
GW&K Investment Management
Massachusetts
$8K +$218 +2 +3%
CBT
735
CoreFirst Bank & Trust
Kansas
$7.79K
BWM
736
Baystate Wealth Management
Massachusetts
$6.5K
AIC
737
Archer Investment Corporation
Indiana
$6.49K
LWANC
738
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.49K
TFIPS
739
Towarzystwo Funduszy Inwestycyjnych PZU SA
$6.49K +$6.53K +60 New
PPC
740
Park Place Capital
Alabama
$5.71K -$29K -266 -83%
NECFA
741
New England Capital Financial Advisors
Connecticut
$5.45K +$5.55K +51 New
LFG
742
Larson Financial Group
Missouri
$5.35K -$653 -6 -11%
VCM
743
Versant Capital Management
Arizona
$5.32K -$327 -3 -6%
BIA
744
Bell Investment Advisors
California
$5.19K
BGAI
745
Bruce G. Allen Investments
Colorado
$5.19K +$5.23K +48 New
WIA
746
Wetzel Investment Advisors
Indiana
$5K +$5.12K +47 New
SWM
747
Sugarloaf Wealth Management
Georgia
$4.8K
AWM
748
Avior Wealth Management
Nebraska
$4.54K +$4.57K +42 New
CFD
749
Creative Financial Designs
Indiana
$4.15K
CTC
750
Cetera Trust Company
Minnesota
$4.15K +$4.25K +39 New

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.