JEF
Jefferies Financial Group Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2018 | 31Q | $15 | $54 | +258% |
| Berkshire Hathaway | Q4 2022 | 14Q | $32 | $54 | +70% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $54 | $54 | +0% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $54 | $54 | +0% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $54 | $54 | +0% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $54 | $54 | +0% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $54 | $54 | +0% |
| Point72 Asset Management re-entered | Q4 2024(8Q snapshot) | 6Q | $70 | $54 | -23% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q2 2025 | Q4 2025 | → $55 | +5% |
| Maverick Capital 2× in & out | Q2 2023 | Q3 2023 | → $32 | +17% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Jefferies Financial Group Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001214659-26-006942May 29, 2026
- Form 40001214659-26-006941May 29, 2026
- Form 40001214659-26-006940May 29, 2026
- Form 40001214659-26-006939May 29, 2026
- Form 40001214659-26-006938May 29, 2026
- Form 40001214659-26-006937May 29, 2026
- Form 40001214659-26-006936May 29, 2026
- Form 40001214659-26-006935May 29, 2026
- Form 40001214659-26-006750May 26, 2026
- Form 40001214659-26-005870May 8, 2026
- Form 40001193125-26-202612May 4, 2026
- Form 40001193125-26-188828Apr 29, 2026
- Form 40001214659-26-003952Mar 27, 2026
- Form 40001214659-26-003951Mar 27, 2026
- Form 40001214659-26-003950Mar 27, 2026
Fundamentals
XBRL · Jefferies Financial Group Inc.Annual figures sourced directly from Jefferies Financial Group Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Jefferies Financial Group Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $52 | $53 | +2% |
| Bridgewater Associates | Q1 2026 | open | $53 | $54 | +2% |
| D.E. Shaw | Q3 2025 | open | $60 | $53 | -12% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $60 | $52 | -14% |
| Renaissance Technologies | Q2 2025 | Q4 2025 | $52 | $55 | +5% |
| Bridgewater Associates | Q2 2025 | Q3 2025 | $52 | $61 | +17% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $70 | $69 | -2% |
| Citadel Advisors | Q3 2024 | open | $54 | $53 | -2% |
| Two Sigma Investments | Q3 2024 | open | $54 | $53 | -2% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $54 | $51 | -5% |
| AQR Capital Management | Q3 2024 | open | $54 | $53 | -2% |
| Millennium Management | Q3 2024 | open | $54 | $53 | -2% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $52 | $68 | +30% |
| Maverick Capital | Q2 2023 | Q3 2023 | $28 | $32 | +17% |
| Berkshire Hathaway | Q4 2022 | open | $32 | $54 | +70% |
| Bridgewater Associates | Q1 2021 | Q1 2025 | $24 | $68 | +188% |
| Maverick Capital | Q3 2020 | Q3 2021 | $14 | $29 | +102% |
| Bridgewater Associates | Q4 2019 | Q2 2020 | $15 | $10 | -32% |
| Bridgewater Associates | Q4 2018 | Q2 2019 | $15 | $14 | -10% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.