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Jefferies Financial Group
JEF

Overview Fund Activity

473 hedge funds and large institutions have $6.34B invested in Jefferies Financial Group in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 120 increasing their positions, 192 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+40
Holders Change %
+9.24%
% of All Funds
8.31%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
79
Increased
120
Reduced
192
Closed
34
Calls
$25.4M
Puts
$48.6M
Net Calls
-$23.1M
Net Calls Change
-$10.2M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$390M
2
LCG
Luxor Capital Group
New York
$25.8M
3
LSV Asset Management
LSV Asset Management
Illinois
$123M
4
AIM
Artemis Investment Management
United Kingdom
$50.6M
5
American Century Companies
American Century Companies
Missouri
$20.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$203M
2
BlackRock
BlackRock
New York
$657M
3
BAM
Burgundy Asset Management
Ontario, Canada
$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
$88.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
301
Joel Isaacson & Co
New York
$557K – – –
HA
302
Harbor Advisors
Florida
$557K – – –
PAMS
303
Pictet Asset Management (Switzerland)
Switzerland
$551K +$551K +15,513 New
CS
304
Candriam SCA
Luxembourg
$549K +$549K +15,473 New
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$548K +$134K +3,783 +32%
Mariner
306
Mariner
Kansas
$545K +$33.5K +943 +7%
OAM
307
Optimal Asset Management
California
$539K +$533 +15 +0.1%
PAM
308
Panagora Asset Management
Massachusetts
$538K +$18.5K +522 +4%
ACI
309
AMP Capital Investors
Australia
$535K – – –
DA
310
Duality Advisers
Florida
$534K +$534K +15,043 New
CIA
311
Citadel Investment Advisory
Ohio
$533K – – –
WS
312
Wedbush Securities
California
$531K +$11.4K +320 +2%
CL
313
CPWM LLC
Washington
$521K +$1.35K +38 +0.3%
HCM
314
HMS Capital Management
Tennessee
$515K +$515K +14,499 New
MMG
315
Monetary Management Group
Missouri
$505K -$37.1K -1,046 -7%
WIS
316
Wright Investors Service
Connecticut
$503K +$503K +14,181 New
Natixis Advisors
317
Natixis Advisors
Massachusetts
$500K -$6.23M -175,604 -93%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$499K +$90.2K +2,543 +22%
DIM
319
Delta Investment Management
California
$489K -$74.2K -2,092 -13%
PFM
320
Parsec Financial Management
North Carolina
$487K +$487K +11,948 New
I
321
INVST
Indiana
$482K -$15.6K -440 -3%
HPC
322
HM Payson & Co
Maine
$462K -$7.41K -209 -2%
HWAM
323
Hennion & Walsh Asset Management
New Jersey
$459K +$459K +12,935 New
AWS
324
AJ Wealth Strategies
New York
$457K – – –
BHB
325
Bank Hapoalim BM
Israel
$452K -$23.2K -654 -5%
11 12
13
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