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Jackson Financial

345 hedge funds and large institutions have $3.66B invested in Jackson Financial in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+52
Holders Change %
+17.75%
% of All Funds
5.06%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
82
Increased
101
Reduced
118
Closed
27
Calls
$23.8M
Puts
$30M
Net Calls
-$6.18M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$546M -$14.1M -275,239 -3%
BlackRock
2
BlackRock
New York
$391M -$20.2M -394,004 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$214M +$20.5M +399,665 +11%
Morgan Stanley
4
Morgan Stanley
New York
$199M +$125M +2,437,326 +169%
State Street
5
State Street
Massachusetts
$186M +$21.7M +423,625 +13%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$159M -$33.6M -656,475 -17%
Dodge & Cox
7
Dodge & Cox
California
$157M -$56.5M -1,102,708 -26%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$135M -$32M -620,164 -19%
DSC
9
Donald Smith & Co
New York
$101M +$27.1M +528,976 +36%
Goldman Sachs
10
Goldman Sachs
New York
$89M +$5.73M +111,875 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$84.6M +$3.32M +64,780 +4%
American Century Companies
12
American Century Companies
Missouri
$60.9M +$11.6M +226,729 +24%
RL
13
Ruffer LLP
United Kingdom
$60.3M -$11.3M -219,999 -16%
Charles Schwab
14
Charles Schwab
California
$56.7M +$6.26M +122,302 +12%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$53.2M -$9.39M -183,341 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$52.2M -$5.58M -108,961 -10%
Norges Bank
17
Norges Bank
Norway
$51.2M +$2.56M +50,001 +5%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$46.4M -$14.6M -285,964 -24%
Northern Trust
19
Northern Trust
Illinois
$42.1M +$517K +10,093 +1%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$38.3M +$38.3M +748,175 New
MP
21
Mangrove Partners
Connecticut
$35.4M
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$35.1M +$1.55M +30,181 +5%
JAM
23
Jupiter Asset Management
United Kingdom
$32.8M +$6.69M +130,662 +26%
First Trust Advisors
24
First Trust Advisors
Illinois
$32.3M +$3.46M +67,620 +12%
Invesco
25
Invesco
Georgia
$29.4M +$6.98M +136,300 +31%