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Jacobs Solutions

680 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $9.28M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

0.17% less ownership

Funds ownership: 103.62%103.45% (-0.17%)

1% less funds holding

Funds holding: 686680 (-6)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$413M)

Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
67
Increased
239
Reduced
233
Closed
60
Calls
$15.4M
Puts
$9.28M
Net Calls
+$6.13M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$17.2M +172,236 +1%
BlackRock
2
BlackRock
New York
$908M -$23.3M -233,217 -2%
State Street
3
State Street
Massachusetts
$902M -$13.4M -134,592 -1%
Primecap Management
4
Primecap Management
California
$747M +$30.3M +303,815 +4%
Capital World Investors
5
Capital World Investors
California
$739M -$172M -1,727,335 -19%
Select Equity Group
6
Select Equity Group
New York
$554M +$63.9M +640,219 +13%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$403M +$29.8M +298,872 +8%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$372M -$12.6M -126,379 -3%
RCG
9
Ruane, Cunniff & Goldfarb
New York
$310M -$6.8M -68,105 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$305M +$4.63M +46,376 +1%
American Century Companies
11
American Century Companies
Missouri
$221M -$34.8M -349,029 -13%
FPP
12
Findlay Park Partners
United Kingdom
$200M -$13.4M -133,915 -6%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$199M -$23.3M -233,074 -10%
Invesco
14
Invesco
Georgia
$193M +$19.1M +190,932 +11%
Bank of America
15
Bank of America
North Carolina
$142M -$2.49M -24,904 -2%
Northern Trust
16
Northern Trust
Illinois
$139M -$2.74M -27,455 -2%
AIM
17
Artemis Investment Management
United Kingdom
$138M +$24.7M +247,105 +20%
Charles Schwab
18
Charles Schwab
California
$122M -$218K -2,184 -0.2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$120M +$9.64M +96,564 +8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$116M +$2.49M +24,926 +2%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$114M +$46M +461,280 +65%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$113M +$22M +220,624 +23%
Morgan Stanley
23
Morgan Stanley
New York
$110M +$4.98M +49,948 +5%
Millennium Management
24
Millennium Management
New York
$110M +$59.3M +594,368 +110%
ECP
25
Empyrean Capital Partners
California
$109M -$9.65M -96,717 -8%

J Hedge Fund Activity: Q1 2023 in Review

680 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2023, worth a combined $12.7B — down 3.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new J positions and 60 closed out — a net gain of 7 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $72.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $438M sold.

  • 680 institutional investors held Jacobs Solutions (J) as of Q1 2023, down from 686 in Q4 2022.
  • Funds reported $12.7B of Jacobs Solutions stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 67 funds opened new Jacobs Solutions positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2023 was Massachusetts Financial Services, an estimated $72.2M added.
  • The largest Jacobs Solutions seller in Q1 2023 was Capital International Investors, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2023.