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Jefferies Financial Group

361 hedge funds and large institutions have $3.3B invested in Jefferies Financial Group in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

11% more capital invested

Capital invested by funds: $2.98B → $3.3B (+$325M)

0.43% less ownership

Funds ownership: 74.59%74.17% (-0.43%)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

2% less funds holding

Funds holding: 367361 (-6)

29% less call options, than puts

Call options by funds: $2.07M | Put options by funds: $2.93M

51% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 165

Holders
361
Holders Change
-6
Holders Change %
-1.63%
% of All Funds
7.28%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
46
Increased
81
Reduced
165
Closed
49
Calls
$2.07M
Puts
$2.93M
Net Calls
-$858K
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
76
IAT Reinsurance
New York
$6.5M
Morgan Stanley
77
Morgan Stanley
New York
$6.32M -$9.83M -600,456 -62%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$6.08M -$1.44M -87,760 -20%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$5.93M -$770K -47,070 -12%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$5.76M -$1.64M -99,965 -23%
RGI
81
River Global Investors
United Kingdom
$5.21M -$269K -16,411 -5%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$5.2M -$10.8M -657,528 -69%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.12M -$342K -20,876 -7%
LI
84
Lafayette Investments
Maryland
$5.06M -$294K -17,939 -6%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$4.65M -$988K -60,400 -18%
WCM
86
Wallace Capital Management
Texas
$4.63M -$116K -7,061 -3%
ECM
87
Elgethun Capital Management
South Dakota
$4.49M +$120K +7,347 +3%
UBS Group
88
UBS Group
Switzerland
$4.44M +$2.18M +133,405 +107%
CS
89
Credit Suisse
Switzerland
$4.18M +$164K +10,038 +4%
AL
90
Arnhold LLC
New York
$4.09M
ECM
91
ExodusPoint Capital Management
New York
$3.95M -$337K -20,607 -8%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$3.87M -$2.58M -157,841 -41%
Assenagon Asset Management
93
Assenagon Asset Management
Luxembourg
$3.75M +$3.57M +218,232 New
WIM
94
Wittenberg Investment Management
Massachusetts
$3.71M -$741K -45,313 -17%
MOACM
95
Mutual of America Capital Management
New York
$3.64M -$197K -12,030 -5%
TPSF
96
Texas Permanent School Fund
Texas
$3.63M +$400K +24,418 +13%
LDB
97
Lee, Danner & Bass
Tennessee
$3.52M -$378K -23,094 -10%
WBC
98
Westpac Banking Corp
Australia
$3.34M -$95.8K -5,857 -3%
AACR
99
ACR Alpine Capital Research
Missouri
$3.24M -$6.48K -396 -0.2%
ICM
100
Intrepid Capital Management
Florida
$3.2M -$592K -36,184 -16%