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Jackson Financial

215 hedge funds and large institutions have $2.38B invested in Jackson Financial in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 70 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $4.9M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3.08% less ownership

Funds ownership: 65.15%62.08% (-3.1%)

5% less funds holding

Funds holding: 226215 (-11)

6% less capital invested

Capital invested by funds: $2.54B → $2.38B (-$158M)

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

27% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 70

Holders
215
Holders Change
-11
Holders Change %
-4.87%
% of All Funds
3.39%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
46
Increased
51
Reduced
70
Closed
54
Calls
$8.39M
Puts
$4.9M
Net Calls
+$3.5M
Net Calls Change
-$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$334M -$15.6M -375,293 -5%
AMH
2
Apollo Management Holdings
New York
$334M -$122M -2,935,220 -28%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$239M -$15M -360,302 -6%
Dodge & Cox
4
Dodge & Cox
California
$145M -$22.6M -542,073 -14%
BlackRock
5
BlackRock
New York
$145M -$6.84M -164,147 -5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$126M -$15.4M -368,792 -11%
EC
7
EJF Capital
Virginia
$77.8M +$70.2M +1,683,720 +2,218%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$70.3M +$17.8M +427,461 +37%
State Street
9
State Street
Massachusetts
$52.5M +$36.3M +870,296 +275%
Two Sigma Investments
10
Two Sigma Investments
New York
$42.8M -$11.9M -285,999 -23%
SC
11
Sessa Capital
New York
$39.9M -$161M -3,855,850 -81%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$39.8M -$2.34M -56,100 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.5M +$787K +18,883 +2%
Marshall Wace
14
Marshall Wace
United Kingdom
$35.1M +$11.7M +281,400 +55%
Millennium Management
15
Millennium Management
New York
$33.3M +$29.9M +716,564 +2,037%
RL
16
Ruffer LLP
United Kingdom
$31.9M -$9.42M -226,010 -24%
LCP
17
LGT Capital Partners
Switzerland
$31.1M -$58.5M -1,404,601 -67%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$28.7M +$8.9M +213,472 +49%
Goldman Sachs
19
Goldman Sachs
New York
$26.4M +$19.7M +473,700 +381%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$24.3M +$9.38M +224,994 +69%
Norges Bank
21
Norges Bank
Norway
$23.9M -$1.27M -30,544 -5%
Morgan Stanley
22
Morgan Stanley
New York
$23.6M +$7.13M +171,058 +47%
LCM
23
Lakewood Capital Management
New York
$21.9M -$23.7M -568,940 -53%
AA
24
Ancora Advisors
Ohio
$20.9M -$2.61M -62,580 -12%
BCM
25
Brightlight Capital Management
Connecticut
$20.9M

JXN Hedge Fund Activity: Q1 2022 in Review

215 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2022, worth a combined $2.38B — down 6.2% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of JXN and 46 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 51 added.

The largest buyer was EJF Capital, adding an estimated $70.2M. The largest seller was Sessa Capital, cutting an estimated $161M.

  • 215 institutional investors held Jackson Financial (JXN) as of Q1 2022, down from 226 in Q4 2021.
  • Funds reported $2.38B of Jackson Financial stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 46 funds opened new Jackson Financial positions in Q1 2022 and 54 closed out, a net change of -8 holders.
  • The largest Jackson Financial buyer in Q1 2022 was EJF Capital, an estimated $70.2M added.
  • The largest Jackson Financial seller in Q1 2022 was Sessa Capital, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2022.