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Jacobs Solutions

738 hedge funds and large institutions have $14.5B invested in Jacobs Solutions in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $24.6M

109% more funds holding in top 10

Funds holding in top 10: 1123 (+12)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.83B)

3% more funds holding

Funds holding: 717738 (+21)

0.23% more ownership

Funds ownership: 101.89%102.12% (+0.23%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

Holders
738
Holders Change
+21
Holders Change %
+2.93%
% of All Funds
11.71%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.37%
New
99
Increased
251
Reduced
252
Closed
71
Calls
$57.2M
Puts
$24.6M
Net Calls
+$32.6M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
151
TD Asset Management
Ontario, Canada
$7.92M +$251K +2,331 +3%
MGWM
152
Marks Group Wealth Management
Minnesota
$7.82M -$48.6K -451 -0.6%
BMCM
153
Bryn Mawr Capital Management
Pennsylvania
$7.8M +$90K +835 +1%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$7.74M +$581K +5,388 +9%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$7.63M +$3.96M +36,736 +119%
PCMK
156
Paragon Capital Management (Kansas)
Kansas
$7.61M -$151K -1,403 -2%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$7.54M +$36.5K +339 +0.5%
Cerity Partners
158
Cerity Partners
New York
$7.43M -$5.09M -47,252 -42%
Holocene Advisors
159
Holocene Advisors
New York
$7.28M -$413K -3,836 -6%
DCM
160
Driehaus Capital Management
Illinois
$7.09M +$6.77M +62,817 New
BCM
161
Bourgeon Capital Management
Connecticut
$6.91M -$95.8K -889 -1%
Osaic Holdings
162
Osaic Holdings
Arizona
$6.88M +$991K +9,198 +18%
Marshall Wace
163
Marshall Wace
United Kingdom
$6.8M -$30.3M -280,893 -82%
QCM
164
QRG Capital Management
Illinois
$6.77M +$6.46M +59,992 New
CWM
165
Curi Wealth Management
North Carolina
$6.75M +$6.44M +59,761 New
BCM
166
Bancreek Capital Management
California
$6.61M +$353K +3,276 +6%
Vontobel Holding
167
Vontobel Holding
Switzerland
$6.56M +$907K +8,419 +17%
OC
168
Oppenheimer & Co
New York
$6.53M -$63K -585 -1%
LPL Financial
169
LPL Financial
California
$6.52M +$1.79M +16,599 +40%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$6.42M +$199K +1,850 +3%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$6.36M +$6.07M +56,311 New
Stifel Financial
172
Stifel Financial
Missouri
$6.29M -$992K -9,207 -14%
MWM
173
Modera Wealth Management
New Jersey
$6.24M -$358K -3,325 -6%
SSA
174
Schonfeld Strategic Advisors
New York
$6.23M -$8.34M -77,410 -58%
US Bancorp
175
US Bancorp
Minnesota
$6.19M +$136K +1,262 +2%

J Hedge Fund Activity: Q3 2023 in Review

738 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2023, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new J positions and 71 closed out — a net gain of 28 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $102M. The largest seller was Madison Asset Management, cutting an estimated $65.4M.

  • 738 institutional investors held Jacobs Solutions (J) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $14.5B of Jacobs Solutions stock for Q3 2023, up 14% quarter-over-quarter.
  • 99 funds opened new Jacobs Solutions positions in Q3 2023 and 71 closed out, a net change of +28 holders.
  • The largest Jacobs Solutions buyer in Q3 2023 was Boston Partners, an estimated $102M added.
  • The largest Jacobs Solutions seller in Q3 2023 was Madison Asset Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2023.