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Jackson Financial

297 hedge funds and large institutions have $2.39B invested in Jackson Financial in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
4.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
47
Increased
127
Reduced
87
Closed
37
Calls
$15.1M
Puts
$16.7M
Net Calls
-$1.64M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$20.7M -$947K -25,350 -4%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$19.9M +$19.9M +532,315 New
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$19.3M -$4.83M -129,118 -20%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$17.5M +$6.83M +182,570 +64%
First Trust Advisors
30
First Trust Advisors
Illinois
$17.2M +$11.3M +303,177 +194%
TAM
31
Toscafund Asset Management
United Kingdom
$15M +$418K +11,172 +3%
Federated Hermes
32
Federated Hermes
Pennsylvania
$14.6M +$14.6M +390,409 +48,378%
Lazard Asset Management
33
Lazard Asset Management
New York
$14.6M -$1.09M -29,039 -7%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$14.4M +$6.2M +165,607 +76%
Citadel Advisors
35
Citadel Advisors
Florida
$14.1M +$7.54M +201,536 +115%
Allianz Asset Management
36
Allianz Asset Management
Germany
$12.8M +$5.14M +137,411 +67%
Goldman Sachs
37
Goldman Sachs
New York
$12.5M +$630K +16,846 +5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$11.5M -$200M -5,351,097 -95%
Ameriprise
39
Ameriprise
Minnesota
$10.6M +$4M +106,855 +60%
AA
40
Ancora Advisors
Ohio
$10.1M -$4.35M -116,241 -30%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$9.63M +$83.4K +2,230 +0.9%
Bank of America
42
Bank of America
North Carolina
$9.13M +$666K +17,796 +8%
BCM
43
Bridgeway Capital Management
Texas
$8.93M -$404K -10,800 -4%
Wells Fargo
44
Wells Fargo
California
$8.42M +$2.57M +68,624 +44%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$8.29M +$8.29M +221,645 New
Invesco
46
Invesco
Georgia
$8.23M -$889K -23,752 -10%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$8.09M +$3.79M +101,192 +88%
Barclays
48
Barclays
United Kingdom
$8.06M +$5.74M +153,495 +248%
MVP
49
Miller Value Partners
Florida
$7.83M -$1.54M -41,215 -16%
Victory Capital Management
50
Victory Capital Management
Texas
$7.76M -$1.71M -45,735 -18%