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Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $5.14B invested in Jefferies Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 158 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+50
Holders Change %
+12.53%
% of All Funds
7.91%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
92
Increased
131
Reduced
158
Closed
40
Calls
$188M
Puts
$31.5M
Net Calls
+$156M
Net Calls Change
+$153M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$266M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$681M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$57.7M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$53.6M
5
MHI
5
Miller Howard Investments
New York
$45.6M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
FPA
2
First Pacific Advisors
California
$215M
3
Millennium Management
3
Millennium Management
New York
$19.7M
4
Canada Life
4
Canada Life
Manitoba, Canada
$2.52M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
376
SignatureFD
Georgia
$64K +$347 +12 +0.5%
PCG
377
Private Capital Group
Connecticut
$62K – – –
ZB
378
Zions Bancorporation
Utah
$61K – – –
CCM
379
Covington Capital Management
California
$58K – – –
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$57K +$1.27K +44 +2%
GWS
381
Glassman Wealth Services
Virginia
$55K – – –
HI
382
Harbour Investments
Wisconsin
$51K +$51K +1,771 New
IFAM
383
Institutional & Family Asset Management
Colorado
$51K +$51K +1,789 New
SPIA
384
Steward Partners Investment Advisory
New York
$48.2K +$3.02K +105 +7%
PAI
385
Pittenger & Anderson Inc
Nebraska
$45K – – –
MAM
386
Meeder Asset Management
Ohio
$44K -$2.12K -73 -5%
Lazard Asset Management
387
Lazard Asset Management
New York
$42K -$7.78M -276,113 -99%
EP
388
Elkhorn Partners
Nebraska
$42K -$93K -3,243 -69%
AIM
389
Anchor Investment Management
South Carolina
$33.4K +$3.31K +115 +11%
HNB
390
Huntington National Bank
Ohio
$33K -$13.9K -476 -30%
POIA
391
Pin Oak Investment Advisors
Texas
$27K – – –
Bank Julius Baer & Co
392
Bank Julius Baer & Co
Switzerland
$27K +$29 +1 +0.1%
APA
393
American Portfolios Advisors
New York
$25.5K -$15.4K -535 -38%
MCM
394
Manchester Capital Management
Vermont
$25K – – –
GRP
395
Global Retirement Partners
California
$22K -$29.3K -1,004 -57%
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$22K -$2.82K -99 -11%
CTC
397
Central Trust Company
Missouri
$20K +$5.57K +198 +39%
HCM
398
Highlander Capital Management
New Jersey
$18K – – –
CFA
399
Carroll Financial Associates
North Carolina
$18K – – –
HWA
400
HHM Wealth Advisors
Tennessee
$18K +$18K +628 New
14 15
16
17 18