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Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
426
Rafferty Asset Management
New York
-$1.84M -69,598 Closed
CIP
427
Convergence Investment Partners
Florida
-$1.12M -42,432 Closed
DekaBank Deutsche Girozentrale
428
DekaBank Deutsche Girozentrale
Germany
-$1.12M -42,280 Closed
JAM
429
Jupiter Asset Management
United Kingdom
-$852K -32,244 Closed
IFWM
430
Institute for Wealth Management
Colorado
-$665K -25,176 Closed
PP
431
Prudential plc
United Kingdom
-$607K -22,985 Closed
QC
432
Quantedge Capital
Singapore
-$566K -21,443 Closed
MSRPS
433
Maryland State Retirement & Pension System
Maryland
-$474K -17,960 Closed
GT
434
Glenmede Trust
Pennsylvania
-$446K -16,914 Closed
IWA
435
IBEX Wealth Advisors
New Jersey
-$402K -15,220 Closed
Wolverine Trading
436
Wolverine Trading
Illinois
-$366K -13,731 Closed
AGP
437
Autumn Glory Partners
Texas
-$360K -13,624 Closed
MAP
438
Moody Aldrich Partners
Massachusetts
-$356K -13,491 Closed
WPW
439
Warther Private Wealth
Ohio
-$353K -13,204 Closed
QT
440
Quantamental Technologies
New York
-$325K -12,302 Closed
EFI
441
EHP Funds Inc
Canada
-$323K -12,238 Closed
Janney Montgomery Scott
442
Janney Montgomery Scott
Pennsylvania
-$314K -11,634 Closed
AIM
443
Aigen Investment Management
New York
-$301K -11,399 Closed
GCM
444
Gibraltar Capital Management
Oklahoma
-$297K -11,240 Closed
PFS
445
Prospera Financial Services
Texas
-$264K -10,003 Closed
Pacer Advisors
446
Pacer Advisors
Pennsylvania
-$258K -9,775 Closed
I
447
INVST
Indiana
-$306K -9,371 Closed
BL
448
Balentine LLC
Georgia
-$217K -8,224 Closed
MFS
449
Mirabella Financial Services
United Kingdom
-$212K -8,017 Closed
ADL
450
Asset Dedication LLC
California
-$180K -6,813 Closed