Jefferies Financial Group Inc.

NEW YORK, NY How do I update this listing?

Jefferies Financial Group is based out of New York. Their last reported 13F filing for Q1 2020 included $75,067,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Jefferies Financial Group's largest holding is Lions Gate Entertainment Corp Class A with shares held of 3,725,000. Whalewisdom has at least 63 13F filings, 91 13D filings, 11 13G filings, and 233 Form 4 filings

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13F Activity

  • Market Value $75.067 Million
  • Prior Market Value $168.615 Million
  • New Purchases1 stock
  • Additional Purchases2 stocks
  • Sold out of10 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:137.50%
  • Turnover Alt % [2]: 37.45 %
  • Time Held Top20:5.00 quarters
  • Time Held Top10:2.50 quarters
  • Time Held All:5.25 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 126.15%
Performance Last 4 Quarters: -33.92%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
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13F Managers

Subsidiaries/Managers included in latest 13F
Jefferies Group LLC
Leucadia Asset Management LLC

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions


WhaleScore history for Jefferies Financial Group Inc.

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**EXPERIMENTAL** Current International Short Positions

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Holder Issuer Net Short Position Position Date Origin

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Leucadia National Corporation TELIT COMMUNICATIONS PLC 0.95% 2018-03-28 UK
Jefferies Financial Group Inc TELIT COMMUNICATIONS PLC 0.95% 2018-03-28 UK

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