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Jackson Financial

247 hedge funds and large institutions have $1.91B invested in Jackson Financial in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $8.07M | Put options by funds: $3.48M

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

56% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$168M)

9% more funds holding

Funds holding: 227247 (+20)

5.66% more ownership

Funds ownership: 75.28%80.94% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
247
Holders Change
+20
Holders Change %
+8.81%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
54
Increased
89
Reduced
57
Closed
29
Calls
$8.07M
Puts
$3.48M
Net Calls
+$4.59M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$220M -$907K -30,696 -0.4%
AMH
2
Apollo Management Holdings
New York
$210M
BlackRock
3
BlackRock
New York
$168M -$26.1M -884,756 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M +$2.43M +82,266 +2%
Dodge & Cox
5
Dodge & Cox
California
$116M +$402K +13,600 +0.3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$114M +$4.7M +159,165 +4%
State Street
7
State Street
Massachusetts
$65.2M +$3.31M +111,959 +5%
Marshall Wace
8
Marshall Wace
United Kingdom
$58.8M +$20.6M +698,851 +49%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$49M +$5.83M +197,175 +13%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$40.2M +$3.19M +107,977 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39.8M +$155K +5,253 +0.4%
EC
12
EJF Capital
Virginia
$37.3M -$8.26M -279,432 -17%
RL
13
Ruffer LLP
United Kingdom
$35.2M -$6.92M -234,266 -17%
Renaissance Technologies
14
Renaissance Technologies
New York
$27.8M +$14.3M +485,100 +94%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$27.5M +$24.5M +830,676 +517%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$27.1M +$28.8M +976,435 New
Two Sigma Investments
17
Two Sigma Investments
New York
$26M +$9.83M +332,881 +55%
Morgan Stanley
18
Morgan Stanley
New York
$23.9M +$3.18M +107,777 +14%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$23M +$316K +10,700 +1%
Northern Trust
20
Northern Trust
Illinois
$19M -$1.59M -53,801 -7%
Goldman Sachs
21
Goldman Sachs
New York
$19M +$1.44M +48,912 +8%
Norges Bank
22
Norges Bank
Norway
$18.4M +$2.61M +88,497 +15%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$17.2M -$15.7M -530,000 -46%
Man Group
24
Man Group
United Kingdom
$17M +$18.1M +614,010 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
$16.4M +$4.76M +161,075 +37%

JXN Hedge Fund Activity: Q3 2022 in Review

247 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2022, worth a combined $1.91B — up 9.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JXN positions and 29 closed out — a net gain of 25 holders — while 89 added to existing stakes and 57 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $28.8M. The largest seller was BlackRock, cutting an estimated $26.1M.

  • 247 institutional investors held Jackson Financial (JXN) as of Q3 2022, up from 227 in Q2 2022.
  • Funds reported $1.91B of Jackson Financial stock for Q3 2022, up 9.6% quarter-over-quarter.
  • 54 funds opened new Jackson Financial positions in Q3 2022 and 29 closed out, a net change of +25 holders.
  • The largest Jackson Financial buyer in Q3 2022 was Arrowstreet Capital, an estimated $28.8M added.
  • The largest Jackson Financial seller in Q3 2022 was BlackRock, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2022.