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Jackson Financial

381 hedge funds and large institutions have $5.08B invested in Jackson Financial in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 130 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
5.54%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
50
Increased
130
Reduced
158
Closed
28
Calls
$19.4M
Puts
$16.5M
Net Calls
+$2.82M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
351
UMB Bank
Missouri
$5.79K +$3.56K +48 +160%
Bessemer Group
352
Bessemer Group
New Jersey
$5K
LFA
353
LGT Financial Advisors
Texas
$4.6K
JWA
354
JFS Wealth Advisors
Pennsylvania
$4.09K +$297 +4 +8%
NMM
355
Naples Money Management
Florida
$3.82K
RTL
356
Red Tortoise LLC
Georgia
$3.49K
MG
357
Mather Group
Illinois
$3.18K
RIL
358
Rothschild Investment LLC
Illinois
$2.97K +$2.23K +30 +300%
PA
359
Parallel Advisors
California
$2.75K
FPF
360
First Pacific Financial
Washington
$2.67K +$2.67K +36 New
WTC
361
WhitTier Trust Company
Nevada
$2.23K
AF
362
Allworth Financial
California
$1.89K +$576 +7 +44%
OLVIG
363
Oliver Lagore Vanvalin Investment Group
Michigan
$1.86K +$1.86K +25 New
SIC
364
SJS Investment Consulting
Ohio
$1.71K
RFG
365
RFP Financial Group
Georgia
$1.63K
S
366
Sachetta
Massachusetts
$1.36K +$1.36K +15 New
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$1.04K +$149 +2 +17%
HI
368
Horizon Investments
North Carolina
$965 +$965 +13 New
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$891 +$297 +4 +50%
LFG
370
Larson Financial Group
Missouri
$891 +$891 +12 New
HNB
371
Huntington National Bank
Ohio
$817 +$817 +11 New
ECM
372
Everence Capital Management
Indiana
$614
PFBT
373
Parkside Financial Bank & Trust
Missouri
$595
AWM
374
Abound Wealth Management
Tennessee
$520
BGAI
375
Bruce G. Allen Investments
Colorado
$520 +$520 +7 New