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Jacobs Solutions
J

680 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $9.28M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

0.17% less ownership

Funds ownership: 103.62% → 103.45% (-0.17%)

1% less funds holding

Funds holding: 686 → 680 (-6)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$413M)

Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
67
Increased
239
Reduced
233
Closed
60
Calls
$15.4M
Puts
$9.28M
Net Calls
+$6.13M
Net Calls Change
+$7.01M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$72.2M
2
Select Equity Group
Select Equity Group
New York
+$63.9M
3
Fidelity International
Fidelity International
Bermuda
+$60.2M
4
Millennium Management
Millennium Management
New York
+$59.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$54.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$438M
2
Capital World Investors
Capital World Investors
California
-$172M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.7M
4
American Century Companies
American Century Companies
Missouri
-$34.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
101
Ziegler Capital Management
Illinois
$13.5M +$313K +3,132 +2%
WCM
102
Wedge Capital Management
North Carolina
$13.4M -$812K -8,139 -6%
BCM
103
Bourgeon Capital Management
Connecticut
$13.2M -$59.7K -598 -0.4%
WT
104
Washington Trust
Rhode Island
$13.2M +$1.75M +17,550 +15%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$12.7M +$3.38M +33,902 +35%
AAM
106
Advisors Asset Management
Colorado
$12.5M -$915K -9,167 -7%
BCM
107
Bornite Capital Management
New York
$12.1M +$398K +3,990 +3%
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$12M +$1.11M +11,133 +10%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$11.7M +$5.84M +58,498 +94%
CA
110
CSM Advisors
Pennsylvania
$11.5M +$832K +8,342 +8%
First Trust Advisors
111
First Trust Advisors
Illinois
$11.4M +$10.5M +105,690 +950%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$11.2M +$519K +5,202 +5%
Citigroup
113
Citigroup
New York
$11.2M +$1.04M +10,372 +10%
NGM
114
North Growth Management
British Columbia, Canada
$11.2M -$241K -2,418 -2%
NRS
115
Neville Rodie & Shaw
New York
$11M -$106K -1,058 -0.9%
UB
116
UMB Bank
Missouri
$10.8M -$66.8K -669 -0.6%
Nomura Asset Management
117
Nomura Asset Management
Japan
$10.7M -$9.92M -99,364 -48%
TPCM
118
Two Point Capital Management
New York
$10.6M -$1.2K -12 -0%
Cerity Partners
119
Cerity Partners
New York
$10.5M +$558K +5,588 +5%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M -$383K -3,837 -3%
Asset Management One
121
Asset Management One
Japan
$10.3M +$346K +3,469 +3%
GG
122
Greenwood Gearhart
Arkansas
$9.83M +$808K +8,096 +9%
ACB
123
Aristotle Capital Boston
Massachusetts
$9.76M +$560K +5,608 +6%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$9.69M -$43.3K -434 -0.4%
EWM
125
Endurance Wealth Management
Rhode Island
$9.68M +$206K +2,062 +2%
3 4
5
6 7

J Hedge Fund Activity: Q1 2023 in Review

680 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2023, worth a combined $12.7B — down 3.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new J positions and 60 closed out — a net gain of 7 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $72.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $438M sold.

  • 680 institutional investors held Jacobs Solutions (J) as of Q1 2023, down from 686 in Q4 2022.
  • Funds reported $12.7B of Jacobs Solutions stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 67 funds opened new Jacobs Solutions positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2023 was Massachusetts Financial Services, an estimated $72.2M added.
  • The largest Jacobs Solutions seller in Q1 2023 was Capital International Investors, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2023.