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Jacobs Solutions

717 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

57% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.8M

5% more funds holding

Funds holding: 680717 (+37)

0% less capital invested

Capital invested by funds: $12.7B → $12.7B (-$41.8M)

4% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 250

1.56% less ownership

Funds ownership: 103.45%101.89% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
717
Holders Change
+37
Holders Change %
+5.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
85
Increased
239
Reduced
250
Closed
45
Calls
$18.6M
Puts
$11.8M
Net Calls
+$6.79M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.7B -$4.71M -49,392 -0.3%
BlackRock
2
BlackRock
New York
$928M +$9.82M +102,946 +1%
State Street
3
State Street
Massachusetts
$894M -$18.3M -192,167 -2%
Primecap Management
4
Primecap Management
California
$755M -$508K -5,332 -0.1%
Capital World Investors
5
Capital World Investors
California
$752M +$3.5M +36,704 +0.5%
Select Equity Group
6
Select Equity Group
New York
$522M -$37.3M -391,501 -7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$424M +$15.7M +164,210 +4%
RCG
8
Ruane, Cunniff & Goldfarb
New York
$351M +$36.1M +378,811 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$315M +$6.42M +67,282 +2%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$236M +$34.1M +358,061 +18%
American Century Companies
11
American Century Companies
Missouri
$204M -$19.2M -201,542 -9%
Invesco
12
Invesco
Georgia
$203M +$7.79M +81,689 +4%
FPP
13
Findlay Park Partners
United Kingdom
$190M -$11.6M -121,282 -6%
TP
14
Third Point
New York
$161M +$135M +1,413,549 +629%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$149M +$32.6M +342,091 +29%
Northern Trust
16
Northern Trust
Illinois
$131M -$9.04M -94,778 -7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$125M +$2.76M +28,945 +2%
Charles Schwab
18
Charles Schwab
California
$123M +$81K +850 +0.1%
Morgan Stanley
19
Morgan Stanley
New York
$121M +$9.52M +99,890 +9%
Bank of America
20
Bank of America
North Carolina
$116M -$26.3M -276,318 -19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$116M -$1.47M -15,449 -1%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$114M -$556K -5,830 -0.5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$102M -$2.79M -29,214 -3%
ECP
24
Empyrean Capital Partners
California
$102M -$8.07M -84,628 -8%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$92.8M +$16.3M +171,434 +22%

J Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2023, worth a combined $12.7B — down 0.33% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new J positions and 45 closed out — a net gain of 40 holders — while 239 added to existing stakes and 250 trimmed.

The largest buyer was Third Point, adding an estimated $135M. The largest seller was Mackenzie Financial, cutting an estimated $359M.

  • 717 institutional investors held Jacobs Solutions (J) as of Q2 2023, up from 680 in Q1 2023.
  • Funds reported $12.7B of Jacobs Solutions stock for Q2 2023, down 0.33% quarter-over-quarter.
  • 85 funds opened new Jacobs Solutions positions in Q2 2023 and 45 closed out, a net change of +40 holders.
  • The largest Jacobs Solutions buyer in Q2 2023 was Third Point, an estimated $135M added.
  • The largest Jacobs Solutions seller in Q2 2023 was Mackenzie Financial, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2023.