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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
SO
76
STRS Ohio
Ohio
$23.2M +$9.81M +90,128 +71%
Wells Fargo
77
Wells Fargo
California
$23.1M -$2.99M -27,465 -11%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$22.9M +$22.9M +210,616 +9,149%
TBA
79
Tower Bridge Advisors
Pennsylvania
$22.8M -$374K -3,432 -2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$22.6M -$1.04M -9,579 -4%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$22.4M +$6.2M +56,942 +38%
Millennium Management
82
Millennium Management
New York
$22M -$71M -652,544 -76%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$21.9M +$340K +3,121 +2%
SBH
84
Segall Bryant & Hamill
Illinois
$21M -$28.9M -265,878 -58%
SAM
85
Scopus Asset Management
New York
$20.8M -$2.63M -24,180 -11%
UCFA
86
United Capital Financial Advisors
Texas
$20.7M +$630K +5,791 +3%
MAM
87
Madison Asset Management
Wisconsin
$19.7M -$452K -4,150 -2%
HCM
88
Hutchinson Capital Management
California
$19.3M -$32.6K -299 -0.2%
Principal Financial Group
89
Principal Financial Group
Iowa
$19.1M -$369K -3,393 -2%
LA
90
LBP AM
France
$18.8M -$763K -7,010 -4%
LIM
91
Lathrop Investment Management
Arkansas
$18.2M -$22.4K -206 -0.1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$16.7M +$56K +514 +0.3%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M -$596K -5,475 -3%
William Blair & Company
94
William Blair & Company
Illinois
$15.9M +$911K +8,365 +6%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$296K +2,715 +2%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$15.4M +$10.2M +93,995 +189%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$15.4M +$10.6M +97,140 +211%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$15.3M +$902K +8,286 +6%
CS
99
Credit Suisse
Switzerland
$15.2M -$13.5M -124,373 -47%
WT
100
Washington Trust
Rhode Island
$15.1M -$418K -3,844 -3%

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.