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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
CSIC
151
Clifford Swan Investment Counsel
California
$8.19M -$85.1K -782 -1%
Jacobs Levy Equity Management
152
Jacobs Levy Equity Management
New Jersey
$7.48M +$7.58M +69,623 New
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$7.47M +$306K +2,807 +4%
First Trust Advisors
154
First Trust Advisors
Illinois
$7.39M -$13.2M -121,287 -64%
BMCM
155
Bryn Mawr Capital Management
Pennsylvania
$7.37M -$40.2K -369 -0.5%
MGWM
156
Marks Group Wealth Management
Minnesota
$7.25M -$184K -1,693 -2%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$7.21M -$147K -1,353 -2%
PCMK
158
Paragon Capital Management (Kansas)
Kansas
$7.17M -$69.1K -635 -0.9%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$7.07M +$3.22M +29,537 +81%
GAM
160
Gotham Asset Management
New York
$6.77M +$4.49M +41,244 +189%
QCM
161
QRG Capital Management
Illinois
$6.73M +$297K +2,729 +5%
BCM
162
Bourgeon Capital Management
Connecticut
$6.67M +$103K +947 +2%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$6.67M +$571K +5,245 +9%
HighTower Advisors
164
HighTower Advisors
Illinois
$6.55M +$1.47M +13,533 +28%
MCWS
165
McKinley Carter Wealth Services
West Virginia
$6.54M +$1.01M +9,252 +18%
NPT
166
National Philanthropic Trust
Pennsylvania
$6.35M +$6.44M +59,178 New
BCM
167
Bancreek Capital Management
California
$6.29M +$2.4K +22 +0%
CSS
168
Cubist Systematic Strategies
Connecticut
$6.24M +$6.33M +58,118 New
OC
169
Oppenheimer & Co
New York
$6.15M -$63.6K -584 -1%
Ensign Peak Advisors
170
Ensign Peak Advisors
Utah
$6.11M +$941K +8,644 +18%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$6.07M +$26.9K +247 +0.4%
US Bancorp
172
US Bancorp
Minnesota
$6.01M +$126K +1,155 +2%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$5.83M +$3.98M +36,579 +206%
Osaic Holdings
174
Osaic Holdings
Arizona
$5.77M -$786K -7,222 -12%
MWM
175
Modera Wealth Management
New Jersey
$5.73M -$202K -1,857 -3%

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.