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Jefferies Financial Group
JEF

Overview Fund Activity

412 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 147 reducing their positions, and 43 closing their positions.

Holders
412
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
8.14%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.39%
New
55
Increased
129
Reduced
147
Closed
43
Calls
$4.45M
Puts
$13.1M
Net Calls
-$8.65M
Net Calls Change
-$7.25M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$68M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$23.3M
3
GLA
3
Great Lakes Advisors
Illinois
$17M
4
Man Group
4
Man Group
United Kingdom
$9.43M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$8.72M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$261K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$486M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.5M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$28.6M +$421K +20,611 +1%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$27.5M +$27.5M +1,344,104 New
PPA
28
Parametric Portfolio Associates
Washington
$26.3M +$1.63M +79,901 +7%
RL
29
Ruffer LLP
United Kingdom
$25.9M -$2.77M -135,512 -10%
Principal Financial Group
30
Principal Financial Group
Iowa
$24.6M -$94.1K -4,604 -0.4%
PCMF
31
Private Capital Management (Florida)
Florida
$24.2M -$1.07M -52,509 -4%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$23.8M +$3.86M +189,088 +19%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$23.7M -$626K -30,641 -3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$23.3M +$23.3M +1,118,355 +61,347%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$23.3M +$265K +12,980 +1%
WCM
36
Wallace Capital Management
Texas
$23.1M -$2.43M -119,147 -10%
UBS AM
37
UBS AM
Illinois
$22.7M +$1.05M +51,455 +5%
PCI
38
Pacifica Capital Investments
Texas
$22.6M -$12.3K -602 -0.1%
First Trust Advisors
39
First Trust Advisors
Illinois
$22.2M +$1.17M +57,271 +6%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$22M +$520K +25,443 +2%
Bank of America
41
Bank of America
North Carolina
$22M -$595K -29,113 -3%
First Manhattan
42
First Manhattan
New York
$21.5M -$3.32M -162,367 -13%
Goldman Sachs
43
Goldman Sachs
New York
$20.5M -$10.7M -525,176 -34%
HP
44
Hosking Partners
United Kingdom
$19.5M -$749K -36,680 -4%
PCM
45
Prana Capital Management
Connecticut
$18.4M -$477K -23,325 -3%
GLA
46
Great Lakes Advisors
Illinois
$17M +$13.9M +679,295 +439%
FRM
47
Foundation Resource Management
Arkansas
$15.9M -$3.05M -149,240 -16%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$15.6M -$54.9K -2,686 -0.4%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$15.3M -$102K -5,011 -0.7%
Invesco
50
Invesco
Georgia
$15.2M +$845K +41,377 +6%
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