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Jacobs Solutions

717 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

57% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.8M

5% more funds holding

Funds holding: 680717 (+37)

0% less capital invested

Capital invested by funds: $12.7B → $12.7B (-$41.8M)

4% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 250

1.56% less ownership

Funds ownership: 103.45%101.89% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
717
Holders Change
+37
Holders Change %
+5.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
85
Increased
239
Reduced
250
Closed
45
Calls
$18.6M
Puts
$11.8M
Net Calls
+$6.79M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
Putnam Investments
Massachusetts
$9.77M +$9.47M +99,333 New
AAM
127
Advisors Asset Management
Colorado
$9.71M -$2.82M -29,601 -23%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$9.71M -$94K -986 -1%
Tudor Investment Corp
129
Tudor Investment Corp
Connecticut
$9.53M +$525K +5,506 +6%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$8.68M -$76.2K -799 -0.9%
TCM
131
Telos Capital Management
California
$8.54M +$203K +2,133 +3%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$8.48M -$398K -4,172 -5%
RJA
133
Raymond James & Associates
Florida
$8.35M +$633K +6,634 +8%
FC
134
Forte Capital
New York
$8.33M -$186K -1,947 -2%
Citigroup
135
Citigroup
New York
$8.26M -$2.97M -31,102 -27%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$8.16M
HF
137
HRT Financial
New York
$8.15M +$7.4M +77,567 +1,459%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$7.77M -$314K -3,294 -4%
CSIC
139
Clifford Swan Investment Counsel
California
$7.66M -$222K -2,328 -3%
EGM
140
Engineers Gate Manager
New York
$7.58M -$427K -4,483 -5%
WBG
141
Wharton Business Group
Pennsylvania
$7.33M -$292K -3,059 -4%
ROC
142
Running Oak Capital
Minnesota
$7.22M +$7M +73,411 New
Squarepoint
143
Squarepoint
New York
$7.03M +$6.81M +71,465 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$7M +$227K +2,381 +3%
IIM
145
INTECH Investment Management
Florida
$6.98M -$24.7M -258,663 -78%
EHC
146
Everett Harris & Co
California
$6.87M +$1.69M +17,681 +34%
MGWM
147
Marks Group Wealth Management
Minnesota
$6.86M +$6.65M +69,710 New
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.77M -$765K -8,026 -10%
PCMK
149
Paragon Capital Management (Kansas)
Kansas
$6.77M -$73.8K -774 -1%
Holocene Advisors
150
Holocene Advisors
New York
$6.72M +$2.79M +29,264 +75%

J Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2023, worth a combined $12.7B — down 0.33% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new J positions and 45 closed out — a net gain of 40 holders — while 239 added to existing stakes and 250 trimmed.

The largest buyer was Third Point, adding an estimated $135M. The largest seller was Mackenzie Financial, cutting an estimated $359M.

  • 717 institutional investors held Jacobs Solutions (J) as of Q2 2023, up from 680 in Q1 2023.
  • Funds reported $12.7B of Jacobs Solutions stock for Q2 2023, down 0.33% quarter-over-quarter.
  • 85 funds opened new Jacobs Solutions positions in Q2 2023 and 45 closed out, a net change of +40 holders.
  • The largest Jacobs Solutions buyer in Q2 2023 was Third Point, an estimated $135M added.
  • The largest Jacobs Solutions seller in Q2 2023 was Mackenzie Financial, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2023.