We are live on ! Find out more
J icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B -$5.34M -49,033 -0.3%
BlackRock
2
BlackRock
New York
$1.05B +$39.4M +361,510 +4%
State Street
3
State Street
Massachusetts
$967M +$14.4M +131,846 +1%
Capital World Investors
4
Capital World Investors
California
$831M +$6.52M +59,898 +0.8%
Primecap Management
5
Primecap Management
California
$791M -$16.8M -154,174 -2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$447M +$1.95M +17,918 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$387M +$255M +2,339,250 +185%
Boston Partners
8
Boston Partners
Massachusetts
$376M +$277M +2,546,803 +268%
RCG
9
Ruane, Cunniff & Goldfarb
New York
$363M -$8.73M -80,229 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$357M +$7.76M +71,308 +2%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$265M +$15M +137,914 +6%
Invesco
12
Invesco
Georgia
$250M +$28M +257,352 +12%
Select Equity Group
13
Select Equity Group
New York
$239M -$289M -2,653,510 -54%
TP
14
Third Point
New York
$227M -$6.58M -60,448 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$215M +$125M +1,150,176 +135%
AM
16
AGF Management
Ontario, Canada
$158M +$2.43M +22,347 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$141M +$2.57M +23,624 +2%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$137M +$33.7M +309,453 +32%
Northern Trust
19
Northern Trust
Illinois
$136M -$6.81M -62,590 -5%
Bank of America
20
Bank of America
North Carolina
$134M -$11.3M -103,712 -8%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$129M +$433K +3,978 +0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$113M +$6.33M +58,126 +6%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$110M -$12.5M -114,469 -10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$110M -$3.18M -29,190 -3%
EIP
25
Epoch Investment Partners
New York
$107M +$18.1M +166,359 +20%

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.