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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
151
$560K
152
$558K
153
$521K
154
$504K
155
$493K
156
$486K
157
$485K
158
$483K
159
$476K
160
$473K
161
$472K
162
$462K
163
$436K
164
$429K
165
$424K
166
$416K
167
$406K
168
$400K
169
$386K
170
$371K
171
$359K
172
$357K
173
$353K
174
$348K
175
$347K