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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.

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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$671M
2
BlackRock
BlackRock
New York
$606M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$57.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
IVP
201
Intrinsic Value Partners
Arizona
$1.2M -$916 -25 -0.1%
URS
202
Utah Retirement Systems
Utah
$1.2M -$62.3K -1,700 -5%
EP
203
Edgestream Partners
New Jersey
$1.18M -$2.17M -59,119 -65%
SPA
204
Sherbrooke Park Advisers
New York
$1.17M +$1.17M +31,896 New
IIM
205
INTECH Investment Management
Florida
$1.15M +$860K +23,488 +302%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$1.13M +$116K +3,178 +11%
US Bancorp
207
US Bancorp
Minnesota
$1.11M -$36.4K -995 -3%
RCM
208
Radnor Capital Management
Pennsylvania
$1.11M +$104K +2,840 +10%
CB
209
Centennial Bank
Arkansas
$1.09M -$1.43K -39 -0.1%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$1.08M +$81.9K +2,236 +8%
MC
211
Moors & Cabot
Massachusetts
$1.08M -$171K -4,660 -14%
WCM
212
Wedge Capital Management
North Carolina
$1.08M -$1.58M -43,178 -60%
Truist Financial
213
Truist Financial
North Carolina
$1.07M +$7.84K +214 +0.7%
Marshall Wace
214
Marshall Wace
United Kingdom
$1.04M +$1.04M +28,342 New
WSCM
215
Wellington Shields Capital Management
New York
$1.03M – – –
FRM
216
Fox Run Management
Connecticut
$1M +$450K +12,272 +81%
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$990K +$139K +3,787 +16%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$986K +$136K +3,711 +16%
QCM
219
QRG Capital Management
Illinois
$945K +$945K +25,804 New
TRCT
220
Tower Research Capital (TRC)
New York
$943K +$164K +4,490 +21%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$938K +$162K +4,190 +21%
VPIM
222
Vanguard Personalized Indexing Management
California
$932K +$48.4K +1,322 +5%
PCM
223
Parsons Capital Management
Rhode Island
$906K – – –
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$904K +$585K +15,970 +184%
X
225
Xponance
Pennsylvania
$883K -$8.06K -220 -0.9%
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