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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 %
IAIM
426
International Assets Investment Management
Florida
$5K – – –
EARNEST Partners
427
EARNEST Partners
Georgia
$5K – – –
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.69K +66 +73%
LC
429
Lindbrook Capital
California
$3K – – –
CWA
430
Clearview Wealth Advisors
Oregon
$3K – – –
ACM
431
AUA Capital Management
Pennsylvania
$3K +$3K +114 New
Nisa Investment Advisors
432
Nisa Investment Advisors
Missouri
$2.71K +$211 +7,322 +8%
EFSCE
433
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CAM
434
ClariVest Asset Management
California
$2K – – –
SCA
435
Stonebridge Capital Advisors
Minnesota
$2K +$2K +59 New
WCM
436
Wealthcare Capital Management
Virginia
$2K +$2K +72 New
FHA
437
First Horizon Advisors
Tennessee
$2K +$2K +73 New
CFGS
438
Concourse Financial Group Securities
Alabama
$1K -$3.75K -105 -79%
Fidelity International
439
Fidelity International
Bermuda
$1K – – –
MLFP
440
MPS Loria Financial Planners
Illinois
$1K – – –
WT
441
Whittier Trust
California
$1K – – –
SFS
442
Sowell Financial Services
Arkansas
$1K +$1K +19 New
BWL
443
Bogart Wealth LLC
Virginia
$1K +$1K +50 New
WIM
444
Westside Investment Management
California
$12 – – –
Baillie Gifford & Co
445
Baillie Gifford & Co
United Kingdom
– -$301M -12,794,193 Closed
RL
446
Ruffer LLP
United Kingdom
– -$22.8M -969,188 Closed
JAM
447
Jupiter Asset Management
United Kingdom
– -$22M -935,750 Closed
Balyasny Asset Management
448
Balyasny Asset Management
Illinois
– -$16.5M -701,682 Closed
AL
449
AJO LP
Pennsylvania
– -$7.93M -337,089 Closed
E
450
Ergoteles
New York
– -$3.44M -146,231 Closed
16 17
18
19 20