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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
FMAEN1
826
Fund Management at Engine No 1
California
-$246K -2,175 Closed
EH
827
Equitable Holdings
New York
-$232K -2,059 Closed
AI
828
Atom Investors
Texas
-$228K -2,021 Closed
WA
829
Waverly Advisors
Alabama
-$226K -2,002 Closed
CRC
830
Curi RMB Capital
Illinois
-$222K -1,965 Closed
BCV
831
Banque Cantonale Vaudoise
Switzerland
-$222K -1,962 Closed
FNBT
832
FineMark National Bank & Trust
Florida
-$214K -1,896 Closed
DA
833
DCM Advisors
New York
-$213K -1,888 Closed
ISL
834
Ingalls & Snyder LLC
New York
-$206K -1,824 Closed
ESB
835
Essex Savings Bank
Connecticut
-$205K -1,813 Closed
SF
836
Synovus Financial
Georgia
-$205K -1,813 Closed
PA
837
Pinnacle Associates
New York
-$204K -1,809 Closed
ACP
838
Aveo Capital Partners
Colorado
-$204K -1,804 Closed
ECG
839
Edge Capital Group
Georgia
-$204K -1,804 Closed
MFS
840
Mirabella Financial Services
United Kingdom
-$202K -1,790 Closed
FA
841
FDx Advisors
Illinois
-$200K -1,775 Closed
MC
842
Moors & Cabot
Massachusetts
-$200K -1,771 Closed
NIC
843
Northwest Investment Counselors
Oregon
-$72.1K -638 Closed
WWM
844
Wolff Wiese Magana
California
-$49.1K -435 Closed
QP
845
Quilter Plc
United Kingdom
-$351K -426 Closed
CSPIA
846
Cary Street Partners Investment Advisory
Virginia
-$34.7K -307 Closed
WWP
847
WR Wealth Planners
Missouri
-$25.8K -228 Closed
CLOS
848
Compagnie Lombard Odier SCmA
Switzerland
-$14.3K -127 Closed
HCM
849
Hollencrest Capital Management
California
-$13.7K -121 Closed
BAAM
850
Baker Avenue Asset Management
California
-$13.1K -116 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.