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Jackson Financial

284 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, 123 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: $2.4B → $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
284
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 +$24.8M
2 +$22.4M
3 +$18.6M
4
Morgan Stanley
Morgan Stanley
New York
+$16.3M
5
RL
Ruffer LLP
United Kingdom
+$14.9M

Top Sellers

1 -$24.8M
2 -$15.1M
3 -$13.9M
4
Lazard Asset Management
Lazard Asset Management
New York
-$12.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.03M
127
$1.03M
128
$989K
129
$981K
130
$975K
131
$946K
132
$846K
133
$825K
134
$786K
135
$781K
136
$766K
137
$733K
138
$708K
139
$691K
140
$684K
141
$677K
142
$672K
143
$660K
144
$645K
145
$637K
146
$632K
147
$627K
148
$621K
149
$621K
150
$610K