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Jackson Financial

282 hedge funds and large institutions have $2B invested in Jackson Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 77 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $2.39B → $2B (-$399M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

26% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 50

Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.4M
Puts
$15M
Net Calls
Net Calls Change

Top Buyers

1 +$23.5M
2 +$21.3M
3 +$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$15.5M
5
RL
Ruffer LLP
United Kingdom
+$14.2M

Top Sellers

1 -$23.5M
2 -$14.3M
3 -$13.2M
4
Lazard Asset Management
Lazard Asset Management
New York
-$11.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$5.75M
52
$5.46M
53
$5.29M
54
$5.21M
55
$5.06M
56
$4.86M
57
$4.69M
58
$4.59M
59
$4.34M
60
$4.11M
61
$4.1M
62
$4.09M
63
$3.58M
64
$3.56M
65
$3.51M
66
$3.51M
67
$3.29M
68
$3.22M
69
$2.85M
70
$2.79M
71
$2.78M
72
$2.7M
73
$2.65M
74
$2.58M
75
$2.55M