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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
AC
101
Aristides Capital
Kentucky
$1.83M – – –
NGA
102
Naples Global Advisors
Florida
$1.78M +$32K +916 +2%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.77M +$1.23M +35,149 +312%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$1.73M +$1.59M +45,388 New
AIG
105
American International Group
New York
$1.72M +$202K +5,777 +15%
CA
106
Carson Advisory
Georgia
$1.7M +$59.5K +1,703 +4%
Capital World Investors
107
Capital World Investors
California
$1.69M – – –
MIM
108
MetLife Investment Management
New Jersey
$1.65M – – –
CAN
109
Cetera Advisor Networks
California
$1.62M +$114K +3,256 +8%
BRWA
110
B. Riley Wealth Advisors
Florida
$1.57M -$552K -15,802 -28%
EIP
111
Easterly Investment Partners
Massachusetts
$1.56M +$960K +27,463 +207%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54M +$284K +8,136 +25%
OA
113
Oxbow Advisors
Texas
$1.51M -$3.29M -94,087 -70%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$1.49M -$1.85K -53 -0.1%
DekaBank Deutsche Girozentrale
115
DekaBank Deutsche Girozentrale
Germany
$1.47M -$239K -6,843 -15%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$1.42M +$1.3M +37,100 New
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$1.41M +$734K +21,017 +133%
Comerica Bank
118
Comerica Bank
Texas
$1.38M +$1.26M +36,142 New
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$1.38M -$1.19K -34 -0.1%
YCM
120
Yousif Capital Management
Michigan
$1.37M +$1.25M +35,900 New
RA
121
RFG Advisory
Alabama
$1.36M +$56.7K +1,622 +5%
EAM
122
EdenTree Asset Management
United Kingdom
$1.34M +$1.22M +35,000 New
SAM
123
Storebrand Asset Management
Norway
$1.3M – – –
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$1.3M +$1.19M +33,995 New
LTAS
125
Linden Thomas Advisory Services
North Carolina
$1.29M -$1.75K -50 -0.1%
3 4
5
6 7

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.