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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
176
$347K
177
$346K
178
$345K
179
$340K
180
$339K
181
$330K
182
$324K
183
$323K
184
$320K
185
$312K
186
$311K
187
$306K
188
$287K
189
$287K
190
$279K
191
$278K
192
$272K
193
$270K
194
$270K
195
$269K
196
$266K
197
$265K
198
$255K
199
$243K
200
$243K