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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
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$909 +$871 +8 New
PCMC
777
Planning Capital Management Corporation
Pennsylvania
$779 +$762 +7 New
CWC
778
Carolinas Wealth Consulting
North Carolina
$649
CTA
779
Colonial Trust Advisors
South Carolina
$649
GI
780
Gradient Investments
Minnesota
$649
Kayne Anderson Rudnick Investment Management
781
Kayne Anderson Rudnick Investment Management
California
$519 +$544 +5 New
VWA
782
Valued Wealth Advisors
Utah
$410 +$435 +4 New
SWA
783
SOA Wealth Advisors
New York
$395
FSWA
784
Financial Synergies Wealth Advisors
Texas
$241 +$218 +2 New
TWP
785
TFO Wealth Partners
Ohio
$130 -$653 -6 -86%
AAG
786
Armstrong Advisory Group
Massachusetts
$130 +$109 +1 New
PGAM
787
Princeton Global Asset Management
New Jersey
$25
DWM
788
Dogwood Wealth Management
Kansas
$3
Fiera Capital (Canada)
789
Fiera Capital (Canada)
Quebec, Canada
-$43.6M -385,748 Closed
Renaissance Technologies
790
Renaissance Technologies
New York
-$16.9M -150,033 Closed
AIM
791
Artemis Investment Management
United Kingdom
-$14.5M -132,256 Closed
DFO
792
Duquesne Family Office
New York
-$10.2M -89,966 Closed
DCM
793
Driehaus Capital Management
Illinois
-$7.09M -62,817 Closed
CWM
794
Curi Wealth Management
North Carolina
-$6.75M -59,761 Closed
PI
795
Putnam Investments
Massachusetts
-$5.42M -47,976 Closed
WB
796
WesBanco Bank
West Virginia
-$4.67M -41,342 Closed
GCM
797
Greenland Capital Management
New York
-$3.98M -35,280 Closed
WMSA
798
Weiss Multi-Strategy Advisers
New York
-$2.73M -24,179 Closed
JFG
799
Jefferies Financial Group
New York
-$2.55M -22,608 Closed
EARNEST Partners
800
EARNEST Partners
Georgia
-$1.9M -16,794 Closed

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.