Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,600 positions
INVESCO QQQ TR | 4M | $1.3B | 10.4% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 2.1M | $870.6M | 7.0% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 1.1M | $440.4M | 3.6% | $364.77 | +7.46% | 2 qtrssince 2022-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 793,000 | $324.6M | 2.6% | — | — | — | Increased — |
INVESCO QQQ TR | 826,100 | $265.1M | 2.1% | — | — | — | Increased — |
ISHARES TR | 3M | $227.5M | 1.8% | — | — | — | Decreased — |
ACTIVISION BLIZZARD INC | 2.7M | $226.8M | 1.8% | — | — | — | Increased — |
SPLUNK INC | 2M | $191.6M | 1.5% | — | — | — | Decreased — |
ISHARES TR | 1.5M | $164.4M | 1.3% | — | — | — | Increased — |
ISHARES SILVER TR | 4.8M | $107M | 0.9% | — | — | — | Increased — |
ISHARES TR | 573,585 | $102.3M | 0.8% | $166.81 | +2.68% | 2 qtrssince 2022-Q4 | Increased 42 |
ISHARES TR | 1.2M | $101.4M | 0.8% | — | — | — | Decreased — |
INVESCO QQQ TR | 284,953 | $91.4M | 0.7% | $260.68 | +20.71% | 2 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 808,015 | $88.6M | 0.7% | $92.19 | +1.43% | 2 qtrssince 2022-Q4 | Increased 68 |
DBX ETF TR | 2.5M | $86.8M | 0.7% | $27.62 | +1.10% | 2 qtrssince 2022-Q4 | Increased 68 |
ISHARES TR | 473,000 | $84.4M | 0.7% | — | — | — | Decreased — |
HILLMAN SOLUTIONS CORP | 9.9M | $83M | 0.7% | $11.02 | -23.61% | 7 qtrssince 2021-Q3 | Unchanged 0 |
SELECT SECTOR SPDR TR | 1M | $82.8M | 0.7% | — | — | — | Decreased — |
SPDR SERIES TRUST | 1M | $78.3M | 0.6% | $80.68 | -6.14% | 2 qtrssince 2022-Q4 | Increased 55 |
TG THERAPEUTICS INC | 5.1M | $76.7M | 0.6% | $15.04 | 0.00% | 1 qtr | New 58 |
Jefferies Financial Group Inc. manages $12.4B across 1600 positions as of Q1 2023. Top holdings: QQQ puts (10.4%), SPY puts (7.0%), SPY (3.6%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 469 new positions, 356 exits, 263 increased. Top move: LQD (INCREASED, conviction 68). Portfolio: $12.4B across 1600 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR