JEF
Jefferies Financial Group Inc. · Financial Services · Financial - Capital Markets
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.5% ·
aandelenstroom -21.7% ·
netto nieuwe posities -14.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 652.41K | $28.52M | n/a | −1 |
| Q2 2026 | 122 | -7 | 91.23M | $4.53B | +3 | −11 |
| Q1 2026 | 133 | +4 | 87.72M | $3.69B | +8 | −5 |
| Q4 2025 | 129 | 0 | 103.22M | $6.41B | +2 | −1 |
| Q3 2025 | 19 | -2 | 61.70M | $4.04B | n/a | −3 |
| Q2 2025 | 19 | +2 | 48.07M | $2.63B | +3 | −1 |
| Q1 2025 | 14 | 0 | 16.79M | $898.94M | +2 | −2 |
| Q4 2024 | 14 | -2 | 12.56M | $985.04M | +1 | −3 |
| Q3 2024 | 15 | 0 | 10.95M | $674.05M | +1 | −1 |
| Q2 2024 | 15 | n/a | 12.15M | $604.72M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 5.09M | n/a | $398.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 2.78M | -0.1% | $217.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Arrowstreet Capital ✦ | 1.72M | -16.3% | $134.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 778.76K | -0.3% | $61.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 655.65K | +9.7% | $51.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passief) | 453.06K | -75.2% | $35.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Berkshire Hathaway ✦ | 433.56K | 0.0% | $33.99M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 191.86K | -84.8% | $15.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 145.29K | +32.4% | $11.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Millennium Management ✦ | 132.39K | -77.0% | $10.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 114.59K | +5.6% | $8.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 36.58K | -85.8% | $2.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | Gotham Asset Management ✦ | 21.71K | -0.2% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 16.52K | Nieuw | $1.30M | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $1.30M | 0.0% |
Verlaten
| Renaissance Technologies | $7.12M | was 0.0% |
| Bridgewater Associates | $1.81M | was 0.0% |
| Point72 Asset Management | $123,038 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 549 houders, 138.87M aandelen, $5.72B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.