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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$671M 18,308,266 -2,363,779 -11%
BlackRock
2
BlackRock
New York
$606M 16,537,211 -1,114,959 -6%
FPA
3
First Pacific Advisors
California
$199M 5,428,660 -83,351 -2%
State Street
4
State Street
Massachusetts
$193M 5,269,994 -188,437 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$160M 4,354,233 +43,022 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$143M 3,912,010 +249,726 +7%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$108M 2,953,189 -24,070 -0.8%
DSC
8
Donald Smith & Co
New York
$101M 2,762,119 -246,722 -8%
LSV Asset Management
9
LSV Asset Management
Illinois
$100M 2,739,763 -866,615 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$99.2M 2,706,986 -97,700 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$85M 2,319,821 -106,670 -4%
Norges Bank
12
Norges Bank
Norway
$77.3M 2,110,850 +24,585 +1%
Citadel Advisors
13
Citadel Advisors
Florida
$73.7M 2,010,655 -635,872 -24%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$71.6M 1,954,276 -92,543 -5%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$67M 1,829,942 +1,676,549 +1,093%
BMO
16
Beck Mack & Oliver
New York
$66.6M 1,819,393 -27,975 -2%
Northern Trust
17
Northern Trust
Illinois
$64.5M 1,761,373 -142,903 -8%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$57.8M 1,577,273 -1,006,313 -39%
Millennium Management
19
Millennium Management
New York
$55.1M 1,503,201 -238,680 -14%
PMG
20
Private Management Group
California
$52.7M 1,438,266 -7,525 -0.5%
MHI
21
Miller Howard Investments
New York
$52.1M 1,421,887 -5,801 -0.4%
Morgan Stanley
22
Morgan Stanley
New York
$50M 1,365,119 +82,869 +6%
Invesco
23
Invesco
Georgia
$47.3M 1,290,810 +646,666 +100%
Principal Financial Group
24
Principal Financial Group
Iowa
$46.3M 1,265,002 +562,810 +80%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$45.2M 1,234,531 -247,213 -17%
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