Jackson Financial
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$113M |
| 2 |
BlackRock
New York
|
+$53.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.1M |
| 4 |
Goldman Sachs
New York
|
+$39.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$47.7M |
| 2 |
Man Group
London,
United Kingdom
|
-$26.9M |
| 3 |
Millennium Management
New York
|
-$21.2M |
| 4 |
RL
Ruffer LLP
London,
United Kingdom
|
-$18.9M |
| 5 |
Two Sigma Investments
New York
|
-$16.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
326
Bridgefront Capital
Austin,
Texas
| – | -$279K | -9,121 | Closed |
|
|
GCP
327
GSA Capital Partners
London,
United Kingdom
| – | -$269K | -8,799 | Closed |
|
|
SS
328
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$265K | -8,665 | Closed |
|
|
AA
329
ALPS Advisors
Denver,
Colorado
| – | -$243K | -7,938 | Closed |
|
|
CMF
330
Counterpoint Mutual Funds
San Diego,
California
| – | -$129K | -4,205 | Closed |
|
331
Amundi
Paris,
France
| – | -$25.6K | -833 | Closed |
|
332
Credit Agricole
Montrouge Cedex,
France
| – | -$4.29K | -140 | Closed |
|
|
BTI
333
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1.82K | -52 | -84% |
|
334
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$1K | -43 | Closed |
|
|
FGAM
335
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.08K | -31 | Closed |
|
|
GWS
336
Glassman Wealth Services
Vienna,
Virginia
| – | -$520 | -17 | Closed |
|
|
NFSG
337
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$337 | -11 | Closed |
|
|
DI
338
Disciplined Investments
Tulsa,
Oklahoma
| – | -$306 | -10 | Closed |
|
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.