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Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $5.14B invested in Jefferies Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 158 reducing their positions, and 40 closing their positions.

Holders
449
Holders Change
+50
Holders Change %
+12.53%
% of All Funds
7.91%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
92
Increased
131
Reduced
158
Closed
40
Calls
$188M
Puts
$31.5M
Net Calls
+$156M
Net Calls Change
+$153M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$266M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$681M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$57.7M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$53.6M
5
MHI
5
Miller Howard Investments
New York
$45.6M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$0
2
FPA
2
First Pacific Advisors
California
$215M
3
Millennium Management
3
Millennium Management
New York
$19.7M
4
Canada Life
4
Canada Life
Manitoba, Canada
$2.52M
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$145M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$681M 22,614,356 +1,921,840 +9%
BlackRock
2
BlackRock
New York
$554M 18,407,899 +918,148 +5%
Goldman Sachs
3
Goldman Sachs
New York
$266M 8,834,265 +6,056,495 +218%
FPA
4
First Pacific Advisors
California
$215M 7,131,784 -6,969,960 -49%
State Street
5
State Street
Massachusetts
$151M 5,007,479 -18,431 -0.4%
BAM
6
Burgundy Asset Management
Ontario, Canada
$145M 4,808,148 -951,193 -17%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M 4,412,730 -105,161 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$113M 3,762,864 -92,978 -2%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$105M 3,492,964 -347,800 -9%
DSC
10
Donald Smith & Co
New York
$103M 3,411,724 -76,835 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$94.3M 3,131,832 +310,764 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$81.9M 2,721,594 -122,427 -4%
First Trust Advisors
13
First Trust Advisors
Illinois
$78M 2,590,701 +523,088 +25%
Norges Bank
14
Norges Bank
Norway
$77.8M 2,583,195 -227,782 -8%
BMO
15
Beck Mack & Oliver
New York
$68.8M 2,286,851 -126,693 -5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$61.3M 2,035,023 +163,350 +9%
Northern Trust
17
Northern Trust
Illinois
$59.3M 1,969,195 +9,779 +0.5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$58.7M 1,950,846 +444,318 +29%
Fuller & Thaler Asset Management
19
Fuller & Thaler Asset Management
California
$57.7M 1,917,702 +1,917,702 New
Morgan Stanley
20
Morgan Stanley
New York
$57.2M 1,901,388 +1,292,652 +212%
LSV Asset Management
21
LSV Asset Management
Illinois
$53.6M 1,779,305 +1,606,905 +932%
PMG
22
Private Management Group
California
$51M 1,692,972 -20,531 -1%
Renaissance Technologies
23
Renaissance Technologies
New York
$48.5M 1,612,589 +1,223,000 +314%
MHI
24
Miller Howard Investments
New York
$45.6M 1,516,286 +1,516,286 New
CVA
25
Ceredex Value Advisors
Florida
$45M 1,495,539 -85,100 -5%
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