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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
HCP
751
Hexagon Capital Partners
Arkansas
$4.03K +$3.48K +32 +457%
HH
752
HWG Holdings
Texas
$3.63K
CPG
753
Cornerstone Planning Group
New Jersey
$3.5K +$3.59K +33 New
FGAM
754
Financial Gravity Asset Management
Texas
$3.25K +$3.27K +30 New
AF
755
Advisornet Financial
Minnesota
$3.12K +$3.16K +29 New
LSA
756
Leonteq Securities AG
Switzerland
$3.12K +$3.16K +29 New
S
757
Sachetta
Massachusetts
$2.99K +$3.05K +28 New
CIA
758
Cape Investment Advisory
Georgia
$2.98K
FCA
759
FinTrust Capital Advisors
South Carolina
$2.9K
RTL
760
Red Tortoise LLC
Georgia
$2.86K
TFG
761
Team Financial Group
California
$2.61K
VWM
762
Venturi Wealth Management
Texas
$2.47K +$871 +8 +53%
AWM
763
Abound Wealth Management
Tennessee
$2.34K
NMG
764
New Millennium Group
Utah
$2.34K
SC
765
SouthState Corp
Florida
$2.34K +$2.4K +22 New
MCM
766
MV Capital Management
Maryland
$2.08K +$109 +1 +6%
SIC
767
SJS Investment Consulting
Ohio
$1.95K -$109 -1 -5%
TSWM
768
Tyler-Stone Wealth Management
Ohio
$1.95K
PWMG
769
Prestige Wealth Management Group
New Jersey
$1.82K
CAM
770
ClariVest Asset Management
California
$1.56K
PWMG
771
Private Wealth Management Group
New Jersey
$1.56K +$1.63K +15 New
DF
772
Dunhill Financial
United Kingdom
$1.09K +$1.09K +10 New
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04K +$1.09K +10 New
AW
774
Avion Wealth
Texas
$1K -$544 -5 -33%
CAL
775
Capital Advisors Ltd
Ohio
$1K

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.