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Jackson Financial

226 hedge funds and large institutions have $2.54B invested in Jackson Financial in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.09M

75% more capital invested

Capital invested by funds: $1.45B → $2.54B (+$1.09B)

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

4.65% more ownership

Funds ownership: 60.5%65.15% (+4.7%)

9% less funds holding

Funds holding: 249226 (-23)

22% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 90

53% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 81

Holders
226
Holders Change
-23
Holders Change %
-9.24%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
70
Increased
38
Reduced
81
Closed
90
Calls
$9.19M
Puts
$2.09M
Net Calls
+$7.1M
Net Calls Change
+$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AMH
1
Apollo Management Holdings
New York
$439M +$344M +10,496,022 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M +$255M +7,781,164 +5,017%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$241M +$73.5M +2,242,600 +64%
SC
4
Sessa Capital
New York
$199M +$8.53M +260,301 +6%
Dodge & Cox
5
Dodge & Cox
California
$160M +$1.33M +40,700 +1%
BlackRock
6
BlackRock
New York
$144M +$15.8M +481,362 +16%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$135M +$41.8M +1,277,010 +66%
LCP
8
LGT Capital Partners
Switzerland
$88.2M +$16.6M +506,792 +32%
Two Sigma Investments
9
Two Sigma Investments
New York
$52.4M +$41.1M +1,253,319 New
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$48.6M +$38.1M +1,162,305 New
LCM
11
Lakewood Capital Management
New York
$44.5M +$4.26M +130,000 +14%
Temasek Holdings
12
Temasek Holdings
Singapore
$40.7M -$949K -28,967 -3%
RL
13
Ruffer LLP
United Kingdom
$40.3M +$13.8M +422,290 +80%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$40M +$31.3M +955,300 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$32.8M +$25.3M +772,284 +6,375%
Norges Bank
16
Norges Bank
Norway
$23.9M -$82.4M -2,515,357 -82%
AA
17
Ancora Advisors
Ohio
$22.4M -$535K -16,332 -3%
Marshall Wace
18
Marshall Wace
United Kingdom
$21.4M +$6.62M +202,170 +65%
Charles Schwab
19
Charles Schwab
California
$20.3M +$15.1M +462,180 +1,996%
BCM
20
Brightlight Capital Management
Connecticut
$19.8M +$15.5M +472,400 New
TAM
21
Toscafund Asset Management
United Kingdom
$19.6M -$1.1M -33,600 -7%
MP
22
Mangrove Partners
Connecticut
$19M +$2.39M +72,867 +19%
Fidelity International
23
Fidelity International
Bermuda
$18.9M -$18M -550,522 -55%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$18.7M +$1.29M +39,293 +10%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$18.2M +$14.3M +435,287 New

JXN Hedge Fund Activity: Q4 2021 in Review

226 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q4 2021, worth a combined $2.54B — up 75% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of JXN and 70 opened new positions — a net loss of 20 holders — while 81 trimmed existing stakes and 38 added.

The largest buyer was Apollo Management Holdings, opening a new position worth an estimated $344M. The largest seller was Norges Bank, cutting an estimated $82.4M.

  • 226 institutional investors held Jackson Financial (JXN) as of Q4 2021, down from 249 in Q3 2021.
  • Funds reported $2.54B of Jackson Financial stock for Q4 2021, up 75% quarter-over-quarter.
  • 70 funds opened new Jackson Financial positions in Q4 2021 and 90 closed out, a net change of -20 holders.
  • The largest Jackson Financial buyer in Q4 2021 was Apollo Management Holdings, an estimated $344M added.
  • The largest Jackson Financial seller in Q4 2021 was Norges Bank, an estimated $82.4M sold.

Based on aggregated 13F filings for Q4 2021.