JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

446 hedge funds and large institutions have $7B invested in Jefferies Financial Group in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 131 increasing their positions, 181 reducing their positions, and 34 closing their positions.

Holders
446
Holders Change
+18
Holders Change %
+4.21%
% of All Funds
11.12%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
61
Increased
131
Reduced
181
Closed
34
Calls
$18.4M
Puts
$2.66M
Net Calls
+$15.8M
Net Calls Change
+$8.75M

Top Buyers

1
BlackRock
1
BlackRock
New York
$507M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$375M
3
JHIU
3
Janus Henderson Investors US
Colorado
$49.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$823M
5
Prudential Financial
5
Prudential Financial
New Jersey
$51.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$351M
2
FPA
2
First Pacific Advisors
California
$527M
3
SCM
3
Sterling Capital Management
North Carolina
$122M
4
RL
4
Ruffer LLP
United Kingdom
$72.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$823M 31,656,362 +1,511,066 +5%
FPA
2
First Pacific Advisors
California
$527M 20,277,227 -1,462,660 -7%
BlackRock
3
BlackRock
New York
$507M 19,514,207 +18,941,908 +3,310%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$394M 15,160,846 -659,331 -4%
State Street
5
State Street
Massachusetts
$384M 14,774,468 +229,806 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$375M 14,415,651 +7,475,015 +108%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$351M 13,511,309 -3,236,275 -19%
Capital Research Global Investors
8
Capital Research Global Investors
California
$218M 8,401,292 – –
Principal Financial Group
9
Principal Financial Group
Iowa
$140M 5,369,618 -672,985 -11%
Canada Life
10
Canada Life
Manitoba, Canada
$135M 5,202,337 -18,175 -0.3%
SCM
11
Sterling Capital Management
North Carolina
$122M 4,701,630 -994,296 -17%
BIP
12
Brandes Investment Partners
California
$117M 4,514,621 -130,661 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$103M 3,971,406 +462,593 +13%
AVC
14
Arlington Value Capital
Utah
$92.7M 3,563,868 -487,174 -12%
Northern Trust
15
Northern Trust
Illinois
$92.2M 3,546,162 +27,076 +0.8%
BMO
16
Beck Mack & Oliver
New York
$89.9M 3,455,910 -44,624 -1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$81.5M 3,101,297 +395,244 +15%
BAM
18
Burgundy Asset Management
Ontario, Canada
$75.1M 2,888,169 -263,400 -8%
ACM
19
Ashe Capital Management
New Jersey
$72.9M 2,804,447 -300,000 -10%
RL
20
Ruffer LLP
United Kingdom
$72.8M 2,779,980 -969,767 -26%
First Manhattan
21
First Manhattan
New York
$72.5M 2,788,620 -60,763 -2%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$67.6M 2,600,291 +95,906 +4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$52.3M 2,011,970 -27,374 -1%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$52.3M 2,009,909 -89,624 -4%
Prudential Financial
25
Prudential Financial
New Jersey
$51.4M 1,976,039 +1,258,470 +175%
1
2 3 4 5