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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
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$10.9M +$3.67M +33,730 +50%
IG
127
ING Group
Netherlands
$10.8M +$10.9M +100,141 +26,920%
ACB
128
Aristotle Capital Boston
Massachusetts
$10.3M -$1.48M -13,596 -12%
CAG
129
Crestwood Advisors Group
Massachusetts
$10.3M +$84.4K +775 +0.8%
BPWM
130
Badgley Phelps Wealth Managers
Washington
$10.2M +$8.33M +76,511 +418%
TCM
131
Telos Capital Management
California
$10.1M +$736K +6,765 +8%
Asset Management One
132
Asset Management One
Japan
$9.76M -$1.1M -10,068 -10%
Citadel Advisors
133
Citadel Advisors
Florida
$9.6M +$9.38M +86,167 +2,683%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.34M +$844K +7,754 +10%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$9.22M -$289K -2,655 -3%
AAM
136
Advisors Asset Management
Colorado
$9.18M -$325K -2,981 -3%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$9.13M -$58.1K -534 -0.6%
FC
138
Forte Capital
New York
$9.13M +$48.4K +445 +0.5%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$9.03M +$539K +4,949 +6%
ROC
140
Running Oak Capital
Minnesota
$8.98M +$1.14M +10,482 +14%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$8.9M
Victory Capital Management
142
Victory Capital Management
Texas
$8.81M +$1.13M +10,410 +15%
Mitsubishi UFJ Trust & Banking
143
Mitsubishi UFJ Trust & Banking
Japan
$8.78M -$551K -5,065 -6%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$8.7M +$54.9K +504 +0.6%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$8.68M -$8.93M -81,985 -50%
LPL Financial
146
LPL Financial
California
$8.63M +$2.47M +22,667 +39%
Citigroup
147
Citigroup
New York
$8.56M -$703K -6,458 -7%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$8.55M +$696K +6,390 +9%
Stifel Financial
149
Stifel Financial
Missouri
$8.43M +$2.48M +22,772 +41%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$8.24M +$321K +2,947 +4%

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.