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Jefferies Financial Group

461 hedge funds and large institutions have $4.69B invested in Jefferies Financial Group in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-8
Holders Change %
-1.71%
% of All Funds
7.38%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
55
Increased
102
Reduced
299
Closed
59
Calls
$10.4M
Puts
$16.3M
Net Calls
-$5.87M
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
326
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$234K -$118K -3,718 -34%
UB
327
UMB Bank
Missouri
$234K -$10.7K -338 -4%
PA
328
Pinnacle Associates
New York
$232K +$232K +7,300 New
V
329
Veritable
Delaware
$230K -$24.5K -771 -10%
AF
330
Apexium Financial
Texas
$227K -$10.4K -329 -4%
CCM
331
Coldstream Capital Management
Washington
$225K -$17.4K -547 -7%
FFM
332
Forum Financial Management
Illinois
$223K -$7.75K -244 -3%
MAM
333
Mastrapasqua Asset Management
Tennessee
$223K +$223K +7,035 New
BEAM
334
Baker Ellis Asset Management
Washington
$222K -$76.6K -2,414 -26%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$220K +$21.9K +689 +11%
GT
336
Greenleaf Trust
Michigan
$219K -$12.9K -406 -6%
BA
337
Bridgewater Associates
Connecticut
$217K -$4.78M -150,687 -96%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$212K -$8.57K -270 -4%
MWPCG
339
Measured Wealth Private Client Group
New Hampshire
$211K +$211K +6,655 New
CCA
340
Checchi Capital Advisers
California
$211K +$2.67K +84 +1%
CIC
341
Carnegie Investment Counsel
Ohio
$205K -$9.4K -296 -4%
MAS
342
Meeder Advisory Services
Ohio
$203K -$29.7K -935 -13%
Cambridge Investment Research Advisors
343
Cambridge Investment Research Advisors
Iowa
$203K -$17.9K -564 -8%
CFG
344
Cooper Financial Group
California
$202K -$7.59K -239 -4%
PC
345
Pecaut & Co
Iowa
$202K +$202K +6,350 New
QC
346
Quent Capital
New York
$192K +$14.4K +453 +8%
WTC
347
WhitTier Trust Company
Nevada
$174K -$10.8K -340 -6%
PAI
348
Pittenger & Anderson Inc
Nebraska
$159K -$7.3K -230 -4%
CFB
349
Cullen/Frost Bankers
Texas
$153K -$8.73K -275 -5%
Point72 Asset Management
350
Point72 Asset Management
Connecticut
$152K +$152K +4,800 New