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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 %
GRP
451
Global Retirement Partners
California
$4K -$3.36K -100 -46%
ACM
452
AUA Capital Management
Pennsylvania
$4K -$1.27K -32 -24%
ZB
453
Zions Bancorporation
Utah
$4K – – –
CWA
454
Clearview Wealth Advisors
Oregon
$4K – – –
LC
455
Lindbrook Capital
California
$3K – – –
TWM
456
Tradition Wealth Management
Minnesota
$3K – – –
Nisa Investment Advisors
457
Nisa Investment Advisors
Missouri
$2.93K +$111 +3,138 +4%
CAM
458
ClariVest Asset Management
California
$2K -$415 -11 -17%
LF
459
Lee Financial
Texas
$2K – – –
BWL
460
Bogart Wealth LLC
Virginia
$2K +$39 +1 +2%
GKWIM
461
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2K +2 New
FCAS
462
First Command Advisory Services
Texas
$2K +$2K +49 New
PWMG
463
Prestige Wealth Management Group
New Jersey
$1K – – –
WT
464
Whittier Trust
California
$1K – – –
TWA
465
TCI Wealth Advisors
Arizona
$1K +$1K +22 New
KIG
466
Kowal Investment Group
Wisconsin
$1K +$1K +33 New
DOA
467
D'Orazio & Associates
Virginia
$1K +$1K +40 New
Walleye Capital
468
Walleye Capital
New York
$886 +$348 +9,803 +65%
WIM
469
Westside Investment Management
California
$15 – – –
PI
470
Putnam Investments
Massachusetts
– -$10.2M -312,603 Closed
Massachusetts Financial Services
471
Massachusetts Financial Services
Massachusetts
– -$6.71M -205,094 Closed
SAM
472
Synergy Asset Management
Washington
– -$6.03M -184,341 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
473
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.78M -146,214 Closed
Jacobs Levy Equity Management
474
Jacobs Levy Equity Management
New Jersey
– -$3.52M -107,566 Closed
MCA
475
Mendon Capital Advisors
Florida
– -$3.42M -104,600 Closed
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