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Jacobs Solutions

623 hedge funds and large institutions have $11.9B invested in Jacobs Solutions in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 243 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 103.31%103.99% (+0.69%)

1% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $12.4M

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10% less funds holding

Funds holding: 692623 (-69)

15% less capital invested

Capital invested by funds: $14B → $11.9B (-$2.04B)

21% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 243

56% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 107

Holders
623
Holders Change
-69
Holders Change %
-9.97%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.22%
New
47
Increased
192
Reduced
243
Closed
107
Calls
$12.5M
Puts
$12.4M
Net Calls
+$79K
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
201
TrinityPoint Wealth
Connecticut
$2.72M -$23.4K -226 -0.7%
BFPW
202
BOK Financial Private Wealth
Colorado
$2.7M +$56.8K +548 +2%
MIA
203
MainStreet Investment Advisors
Illinois
$2.64M
PAM
204
Peak Asset Management
Colorado
$2.6M
Royal London Asset Management
205
Royal London Asset Management
United Kingdom
$2.54M +$9.84K +95 +0.3%
SNBOSD
206
Security National Bank of So Dak
Iowa
$2.5M -$36K -347 -1%
URS
207
Utah Retirement Systems
Utah
$2.48M +$12.5K +121 +0.4%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$2.45M -$1.02M -9,819 -26%
IVP
209
Intrinsic Value Partners
Arizona
$2.43M -$263K -2,543 -9%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$2.42M +$1.26M +12,183 +82%
SIC
211
SFE Investment Counsel
California
$2.37M -$65.2K -629 -2%
CCB
212
Country Club Bank
Missouri
$2.33M -$127K -1,228 -5%
SRC
213
Shufro Rose & Co
New York
$2.32M +$9.22K +89 +0.3%
UAS
214
United Asset Strategies
New York
$2.25M -$11M -106,501 -81%
CAM
215
Cozad Asset Management
Illinois
$2.24M -$45.1K -435 -2%
DA
216
Duality Advisers
Florida
$2.21M +$786K +7,582 +44%
ProShare Advisors
217
ProShare Advisors
Maryland
$2.2M -$287K -2,771 -10%
KIA
218
KCM Investment Advisors
California
$2.15M -$47K -454 -2%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$2.1M +$120K +1,155 +5%
EWM
220
Evercore Wealth Management
New York
$2.09M
Baird Financial Group
221
Baird Financial Group
Wisconsin
$2.08M -$17.9K -173 -0.7%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M -$7.98K -77 -0.3%
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$2.01M -$2.94M -28,375 -56%
TFA
224
Toth Financial Advisory
Virginia
$2M -$421K -4,061 -15%
GIBU
225
Gulf International Bank (UK)
United Kingdom
$2M

J Hedge Fund Activity: Q3 2022 in Review

623 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2022, worth a combined $11.9B — down 15% from $14B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of J and 47 opened new positions — a net loss of 60 holders — while 243 trimmed existing stakes and 192 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $103M. The largest seller was American Century Companies, cutting an estimated $63.2M.

  • 623 institutional investors held Jacobs Solutions (J) as of Q3 2022, down from 692 in Q2 2022.
  • Funds reported $11.9B of Jacobs Solutions stock for Q3 2022, down 15% quarter-over-quarter.
  • 47 funds opened new Jacobs Solutions positions in Q3 2022 and 107 closed out, a net change of -60 holders.
  • The largest Jacobs Solutions buyer in Q3 2022 was Ceredex Value Advisors, an estimated $103M added.
  • The largest Jacobs Solutions seller in Q3 2022 was American Century Companies, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2022.