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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
Cerity Partners
101
Cerity Partners
New York
$14.8M +$7.87M +72,308 +110%
ZCM
102
Ziegler Capital Management
Illinois
$14.1M -$276K -2,534 -2%
SPS
103
Susquehanna Portfolio Strategies
Pennsylvania
$13.6M +$13.7M +126,293 New
EB
104
Eastern Bank
Massachusetts
$13.4M +$225K +2,071 +2%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$13.2M -$14.3M -131,242 -52%
Mackenzie Financial
106
Mackenzie Financial
Ontario, Canada
$12.9M -$138K -1,265 -1%
Nomura Asset Management
107
Nomura Asset Management
Japan
$12.8M -$242K -2,227 -2%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$12.7M -$4.09M -37,599 -24%
RJA
109
Raymond James & Associates
Florida
$12.6M +$2.23M +20,477 +21%
Prudential Financial
110
Prudential Financial
New Jersey
$12.2M -$2.66M -24,439 -18%
HCM
111
Hahn Capital Management
California
$12.2M -$821K -7,540 -6%
NGM
112
North Growth Management
British Columbia, Canada
$12.1M
TPCM
113
Two Point Capital Management
New York
$11.9M +$84.2K +773 +0.7%
NRS
114
Neville Rodie & Shaw
New York
$11.9M -$59.2K -544 -0.5%
WCM
115
Wedge Capital Management
North Carolina
$11.7M -$842K -7,734 -7%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$11.6M +$182K +1,672 +2%
CA
117
CSM Advisors
Pennsylvania
$11.5M -$451K -4,146 -4%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$11.5M -$1.06M -9,748 -8%
Man Group
119
Man Group
United Kingdom
$11.3M +$11.5M +105,264 New
WBG
120
Wharton Business Group
Pennsylvania
$11.3M +$597K +5,482 +5%
UB
121
UMB Bank
Missouri
$11.3M -$4.79K -44 -0%
GG
122
Greenwood Gearhart
Arkansas
$11.2M -$994K -9,131 -8%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$11.1M -$11.5M -105,332 -50%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M -$400K -3,670 -3%
EHC
125
Everett Harris & Co
California
$10.9M +$2.7M +24,844 +32%

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.