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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
CCB
201
Country Club Bank
Missouri
$4.26M -$122K -1,117 -3%
RG
202
Rathbones Group
United Kingdom
$4.18M +$61.9K +569 +1%
SIC
203
SFE Investment Counsel
California
$4.13M +$242K +2,225 +6%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$4.13M +$55.4K +509 +1%
Aviva
205
Aviva
United Kingdom
$4.07M +$3.5M +32,120 +558%
KBC Group
206
KBC Group
Belgium
$4M +$119K +1,091 +3%
MIM
207
MetLife Investment Management
New Jersey
$3.97M -$76.2K -700 -2%
Creative Planning
208
Creative Planning
Kansas
$3.94M +$160K +1,467 +4%
Holocene Advisors
209
Holocene Advisors
New York
$3.92M -$3.05M -28,046 -43%
UAS
210
United Asset Strategies
New York
$3.89M -$80.6K -740 -2%
MIM
211
Marco Investment Management
Georgia
$3.89M -$26.6K -244 -0.7%
AWCI
212
Alpine Woods Capital Investors
New York
$3.85M -$2.4K -22 -0.1%
EIP
213
Energy Income Partners
Connecticut
$3.81M -$71.1M -652,863 -95%
Verition Fund Management
214
Verition Fund Management
Connecticut
$3.79M -$26M -239,006 -87%
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$3.73M +$3.16M +29,058 +514%
Retirement Systems of Alabama
216
Retirement Systems of Alabama
Alabama
$3.6M -$94.8K -871 -3%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.58M +$297K +2,727 +9%
RA
218
Royce & Associates
New York
$3.57M -$790K -7,253 -18%
Franklin Resources
219
Franklin Resources
California
$3.55M +$95.2K +874 +3%
Squarepoint
220
Squarepoint
New York
$3.54M +$3.14M +28,851 +698%
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$3.53M +$15.8K +145 +0.4%
HFS
222
Hantz Financial Services
Michigan
$3.5M +$2.68M +24,621 +309%
CWM
223
Compass Wealth Management
Connecticut
$3.42M +$2.32M +21,278 +200%
BBNA
224
Bremer Bank National Association
Minnesota
$3.42M +$130K +1,198 +4%
Baird Financial Group
225
Baird Financial Group
Wisconsin
$3.39M -$723K -6,643 -17%

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.