JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

435 hedge funds and large institutions have $4.79B invested in Jefferies Financial Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 39 closing their positions.

Holders
435
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
6.94%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
52
Increased
126
Reduced
156
Closed
39
Calls
$16.3M
Puts
$18.3M
Net Calls
-$2.07M
Net Calls Change
-$307K

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$67M
2
Jane Street
2
Jane Street
New York
$28.6M
3
Invesco
3
Invesco
Georgia
$47.3M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$46.3M
5
ZIG
5
Zurich Insurance Group
Switzerland
$16.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$671M
2
BlackRock
2
BlackRock
New York
$606M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$57.8M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$100M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.65M +$502K +13,708 +10%
BIAS
102
Beacon Investment Advisory Services
New Jersey
$5.57M +$11.4K +310 +0.2%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$5.5M +$551K +15,033 +11%
TPSF
104
Texas Permanent School Fund
Texas
$5.5M -$524K -14,309 -9%
FWSM
105
First Wilshire Securities Management
California
$5.47M -$264K -7,203 -5%
Canada Life
106
Canada Life
Manitoba, Canada
$5.42M -$608K -16,586 -10%
WW
107
Waterfront Wealth
Kansas
$5.29M -$465K -14,524 -8%
UBS Group
108
UBS Group
Switzerland
$5.15M +$3.96M +108,099 +332%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$5.08M +$5.08M +138,692 New
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$5M +$170K +4,636 +4%
Prudential Financial
111
Prudential Financial
New Jersey
$4.99M -$499K -13,631 -9%
LDB
112
Lee, Danner & Bass
Tennessee
$4.88M – – –
RG
113
Retirement Group
California
$4.85M +$109K +2,989 +2%
KWM
114
Kingsview Wealth Management
Oregon
$4.72M +$899K +24,552 +24%
AL
115
Arnhold LLC
New York
$4.68M – – –
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$4.67M +$789K +21,542 +20%
PCM
117
Poehling Capital Management
Wisconsin
$4.5M +$23.8K +649 +0.5%
AB
118
Amalgamated Bank
New York
$4.43M -$108K -2,954 -2%
AG
119
Algert Global
California
$4.4M +$917K +25,040 +26%
KS
120
Karpas Strategies
Connecticut
$4.29M -$36.6K -1,000 -0.8%
MOACM
121
Mutual of America Capital Management
New York
$4.22M -$757K -20,664 -15%
Two Sigma Investments
122
Two Sigma Investments
New York
$4.09M +$4.09M +111,700 New
Deutsche Bank
123
Deutsche Bank
Germany
$4.04M -$1.36M -37,126 -25%
IP
124
Interval Partners
New York
$4.03M +$4.03M +109,928 New
ICM
125
Intrepid Capital Management
Florida
$3.96M – – –
3 4
5
6 7