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Jackson Financial

297 hedge funds and large institutions have $2.39B invested in Jackson Financial in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
4.75%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
47
Increased
127
Reduced
87
Closed
37
Calls
$15.1M
Puts
$16.7M
Net Calls
-$1.64M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$362M +$44.7M +1,196,049 +14%
BlackRock
2
BlackRock
New York
$234M -$6.08M -162,463 -3%
Dodge & Cox
3
Dodge & Cox
California
$157M +$3.92M +104,900 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$156M +$1.98M +52,814 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M +$35.9M +959,377 +52%
State Street
6
State Street
Massachusetts
$79.7M -$368K -9,844 -0.5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$57.8M -$8.71M -232,761 -13%
EC
8
EJF Capital
Virginia
$55.6M +$7.34M +196,244 +15%
RL
9
Ruffer LLP
United Kingdom
$55.2M +$6.52M +174,345 +13%
Marshall Wace
10
Marshall Wace
United Kingdom
$52.4M -$27.5M -735,364 -34%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$52.4M -$1.6M -42,784 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$51.3M +$911K +24,365 +2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$43.2M +$1.63M +43,516 +4%
DSC
14
Donald Smith & Co
New York
$37.4M +$35.2M +940,217 +1,549%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$37.2M +$4.16M +111,200 +13%
Morgan Stanley
16
Morgan Stanley
New York
$37.1M +$5.96M +159,429 +19%
Norges Bank
17
Norges Bank
Norway
$35.1M +$2.02M +54,000 +6%
Two Sigma Investments
18
Two Sigma Investments
New York
$31.7M +$5.13M +137,211 +19%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$29.1M +$944K +25,235 +3%
American Century Companies
20
American Century Companies
Missouri
$28.5M +$9.88M +268,555 +53%
MP
21
Mangrove Partners
Connecticut
$25.9M +$8.9M +237,902 +52%
Northern Trust
22
Northern Trust
Illinois
$24.8M -$323K -8,624 -1%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$23.6M +$19.1M +509,784 +421%
Charles Schwab
24
Charles Schwab
California
$20.9M +$3.12M +83,433 +18%
Man Group
25
Man Group
United Kingdom
$20.8M -$23.9M -686,732 Closed