Jackson Financial
297 hedge funds and large institutions have $2.73B invested in Jackson Financial in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 41 closing their positions.
62% more call options, than puts
Call options by funds: $35.1M | Put options by funds: $21.7M
37% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 41
36% more capital invested
Capital invested by funds: $2B → $2.73B (+$728M)
21% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 89
6.6% more ownership
Funds ownership: 79.76% → 86.36% (+6.6%)
5% more funds holding
Funds holding: 284 → 297 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$113M |
| 2 |
BlackRock
New York
|
+$53.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.1M |
| 4 |
Goldman Sachs
New York
|
+$39.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$29.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$47.7M |
| 2 |
Man Group
London,
United Kingdom
|
-$26.9M |
| 3 |
Millennium Management
New York
|
-$21.2M |
| 4 |
RL
Ruffer LLP
London,
United Kingdom
|
-$18.9M |
| 5 |
Two Sigma Investments
New York
|
-$16.2M |
JXN Hedge Fund Activity: Q3 2023 in Review
297 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2023, worth a combined $2.73B — up 36% from $2B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new JXN positions and 41 closed out — a net gain of 15 holders — while 108 added to existing stakes and 89 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $113M. The largest seller was Marshall Wace, cutting an estimated $47.7M.
- 297 institutional investors held Jackson Financial (JXN) as of Q3 2023, up from 284 in Q2 2023.
- Funds reported $2.73B of Jackson Financial stock for Q3 2023, up 36% quarter-over-quarter.
- 56 funds opened new Jackson Financial positions in Q3 2023 and 41 closed out, a net change of +15 holders.
- The largest Jackson Financial buyer in Q3 2023 was HSBC Holdings, an estimated $113M added.
- The largest Jackson Financial seller in Q3 2023 was Marshall Wace, an estimated $47.7M sold.
Based on aggregated 13F filings for Q3 2023.