JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
423
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$23.5M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$15.9M
3
HF
3
HRT Financial
New York
$13.9M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$12.8M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$16.4M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$59.5M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$62.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$184M
4
AssetMark Inc
4
AssetMark Inc
California
$389K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$584M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$584M 19,807,224 -589,372 -3%
BlackRock
2
BlackRock
New York
$529M 17,915,847 -269,396 -1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$310M 10,500,000 – –
First Trust Advisors
4
First Trust Advisors
Illinois
$184M 6,246,594 -1,122,695 -15%
FPA
5
First Pacific Advisors
California
$169M 5,744,478 -26,167 -0.5%
State Street
6
State Street
Massachusetts
$167M 5,645,244 -120,489 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$124M 4,191,649 +50,914 +1%
LSV Asset Management
8
LSV Asset Management
Illinois
$115M 3,887,210 +9,900 +0.3%
Charles Schwab
9
Charles Schwab
California
$112M 3,787,761 +280,530 +8%
DSC
10
Donald Smith & Co
New York
$97.8M 3,315,289 -11,154 -0.3%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$81.8M 2,773,947 -46,413 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$75.8M 2,569,798 -83,600 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$75.6M 2,562,968 -117,516 -4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$69M 2,339,671 -125,481 -5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$62.2M 2,107,619 -1,126,016 -35%
BAM
16
Burgundy Asset Management
Ontario, Canada
$59.5M 2,015,354 -1,708,287 -46%
BMO
17
Beck Mack & Oliver
New York
$57.7M 1,955,321 -21,618 -1%
Norges Bank
18
Norges Bank
Norway
$56.4M 1,911,555 +53,382 +3%
Goldman Sachs
19
Goldman Sachs
New York
$55.9M 1,896,284 -215,958 -10%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$55.8M 1,892,650 -107,539 -5%
PMG
21
Private Management Group
California
$47.2M 1,600,494 -649 -0%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$46.1M 1,561,764 +374,372 +32%
Northern Trust
23
Northern Trust
Illinois
$44.3M 1,502,052 -50,571 -3%
MHI
24
Miller Howard Investments
New York
$41.7M 1,413,943 +5,793 +0.4%
AQR Capital Management
25
AQR Capital Management
Connecticut
$41.4M 1,401,917 -429,009 -23%
1
2 3 4 5