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Jackson Financial
JXN

297 hedge funds and large institutions have $2.73B invested in Jackson Financial in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $35.1M | Put options by funds: $21.7M

36% more capital invested

Capital invested by funds: $2B → $2.73B (+$727M)

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

21% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 89

6.6% more ownership

Funds ownership: 79.76% → 86.36% (+6.6%)

4% more funds holding

Funds holding: 285 → 297 (+12)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
297
Holders Change
+12
Holders Change %
+4.21%
% of All Funds
4.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
56
Increased
108
Reduced
89
Closed
42
Calls
$35.1M
Puts
$21.7M
Net Calls
+$13.4M
Net Calls Change
+$8.91M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$113M
2
BlackRock
BlackRock
New York
+$53.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$53.1M
4
Goldman Sachs
Goldman Sachs
New York
+$39.4M
5
State Street
State Street
Massachusetts
+$29.8M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$47.7M
2
Man Group
Man Group
United Kingdom
-$26.9M
3
Millennium Management
Millennium Management
New York
-$21.2M
4
RL
Ruffer LLP
United Kingdom
-$18.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$1.45K +$489 +14 +58%
US Bancorp
277
US Bancorp
Minnesota
$1.26K -$2.45K -70 -68%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$1.15K +$1.05K +30 New
PFBT
279
Parkside Financial Bank & Trust
Missouri
$1.15K +$1.05K +30 New
WTC
280
WhitTier Trust Company
Nevada
$1.15K – – –
AJ
281
Ashburton (Jersey)
Jersey
$1K – – –
SFG
282
Steward Financial Group
Texas
$1K +$1.75K +50 New
SPIA
283
Steward Partners Investment Advisory
New York
$879 -$34.9K -1,000 -98%
RFG
284
RFP Financial Group
Georgia
$841 – – –
SIC
285
SJS Investment Consulting
Ohio
$688 +$210 +6 +50%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$606 – – –
EWA
287
EverSource Wealth Advisors
Alabama
$497 – – –
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$382 -$105 -3 -23%
ECM
289
Everence Capital Management
Indiana
$343 +$314K +8,980 New
EARNEST Partners
290
EARNEST Partners
Georgia
$268 – – –
TWP
291
TFO Wealth Partners
Ohio
$245 +$280 +8 New
DAM
292
Delta Asset Management
Tennessee
$115 – – –
ME
293
McIlrath & Eck
Washington
$115 – – –
SWM
294
Sugarloaf Wealth Management
Georgia
$115 – – –
CWP
295
Concord Wealth Partners
Virginia
$38 – – –
RGI
296
River Global Investors
United Kingdom
$38 – – –
ZB
297
Zions Bancorporation
Utah
$38 – – –
Arrowstreet Capital
298
Arrowstreet Capital
Massachusetts
– -$11.8M -385,774 Closed
Point72 Asset Management
299
Point72 Asset Management
Connecticut
– -$7.61M -248,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
300
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.17M -234,300 Closed
10 11
12
13 14

JXN Hedge Fund Activity: Q3 2023 in Review

297 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2023, worth a combined $2.73B — up 36% from $2B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JXN positions and 42 closed out — a net gain of 14 holders — while 108 added to existing stakes and 89 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $113M. The largest seller was Marshall Wace, cutting an estimated $47.7M.

  • 297 institutional investors held Jackson Financial (JXN) as of Q3 2023, up from 285 in Q2 2023.
  • Funds reported $2.73B of Jackson Financial stock for Q3 2023, up 36% quarter-over-quarter.
  • 56 funds opened new Jackson Financial positions in Q3 2023 and 42 closed out, a net change of +14 holders.
  • The largest Jackson Financial buyer in Q3 2023 was HSBC Holdings, an estimated $113M added.
  • The largest Jackson Financial seller in Q3 2023 was Marshall Wace, an estimated $47.7M sold.

Based on aggregated 13F filings for Q3 2023.