Jefferies Group

Jefferies Group

Jefferies Group LLC is a prominent American multinational independent investment bank and financial services company based in New York City. The firm specializes in providing a range of capital markets and financial advisory services, including institutional brokerage, securities research, and asset management. Jefferies is recognized for its expertise in mergers and acquisitions, restructuring, and other financial advisory services, establishing itself as a key player in the investment banking sector. The investment strategy of Jefferies Group encompasses a diverse array of sectors, with significant activity in Financial Services, Technology, and Healthcare. The firm actively manages a portfolio that includes notable assets such as SPDR Gold Trust (GLD), SPDR S&P 500 ETF Trust (SPY), and NVIDIA Corporation (NVDA). Jefferies' latest disclosures reveal a complex trading record characterized by 200 reported moves, including 50 increases, 116 reductions, and 20 exits, with the largest disclosed move being an addition of approximately $1.9 billion to its position in GLD on May 7, 2026. This strategic approach reflects Jefferies' commitment to navigating the financial landscape effectively.

History Trades

CompanyValueActionChangePriceLast Price
SPDR S&P 500 ETF TrustSPY$-1.2BTrimQ4 2024 13F$1B$589.16$754.81
Amazon.com IncAMZN$1B4.9M sharesAddQ4 2024 13F$902M$204.58$254.96
Alphabet IncGOOGL$675.4MAddQ4 2024 13F$675M$174.97$370.92
Apple IncAAPL$-563.6MTrimQ4 2024 13F$564M$235.68$327.50
Microsoft CorpMSFT$458.8MAddQ4 2024 13F$459M$425.95$395.63
iShares Trust - iShares Russell 2000 ETFIWM$399.1MAddQ4 2024 13F$399M$228.01$295.77
NXP Semiconductors NVNXPI$-258.2MTrimQ4 2024 13F$258M$227.49$267.14
Amgen IncAMGN$-223.9MTrimQ4 2024 13F$224M$296.69$364.17
Jefferies Group trim Unmapped 13F securityPORTFOLIO$-222.7MTrimQ4 2024 13F$223M----
ISHARES BITCOIN TRUST ETFIBIT$189.7MAddQ4 2024 13F$190M--$36.81
SPDR Gold TrustGLD$168.9MAddQ4 2024 13F$169M$245.74$372.35
Jefferies Group add Unmapped 13F securityPORTFOLIO$168M5.1M sharesAddQ4 2024 13F$151M$32.76--
JPMorgan Chase & Co.JPM$141.0MAddQ4 2024 13F$141M$232.91$346.91
Wynn Resorts, LimitedWYNN$140.2MAddQ4 2024 13F$140M$94.41$97.05
McDonald's CorporationMCD$131.3MAddQ4 2024 13F$131M$298.19$267.18
Johnson & JohnsonJNJ$131.2MAddQ4 2024 13F$131M$154.96$247.02
Unitedhealth Group IncUNH$115.8MAddQ4 2024 13F$116M$568.18$418.52
Zscaler, Inc.ZS$109.3MAddQ4 2024 13F$109M$193.57$149.82
Walmart IncWMT$104.1MAddQ4 2024 13F$104M$86.78$112.53
Progress Software Corporation - Common StockPRGS$101.3MAddQ4 2024 13F$101M--$38.93
Berkshire Hathaway Inc.BRK-B$100M221.2k sharesAddQ4 2024 13F$100M$461.73$493.12
NVIDIA CorporationNVDA$-96.4MTrimQ4 2024 13F$96M$137.83$212.50
ConocoPhillips Common StockCOP$-91.0MTrimQ4 2024 13F$91M$106.17$114.49
Mastercard IncMA$90.9MAddQ4 2024 13F$91M$517.70$551.54
CrowdStrike Holdings, Inc.CRWD$77.5MAddQ4 2024 13F$78M$83.13$191.15
SPDR Gold TrustGLD$1.2BAddQ3 2024 13F$1B$229.00$372.35
SPDR S&P 500 ETF TrustSPY$1.0BAddQ3 2024 13F$1B$552.93$754.81
Apple IncAAPL$831.5MAddQ3 2024 13F$831M$223.32$327.50
NVIDIA CorporationNVDA$348.2MAddQ3 2024 13F$348M$118.12$212.50
NXP Semiconductors NVNXPI$256.4MAddQ3 2024 13F$256M$250.69$267.14
Amgen IncAMGN$230.0MAddQ3 2024 13F$230M$327.11$364.17
Shell PLCSHEL$173.9MAddQ3 2024 13F$174M$70.83$86.14
ARGEN-X SEARGX$171.1MAddQ3 2024 13F$171M--$860.68
Golar LNG LimitedGLNG$-153.6MExitQ3 2024 13F$154M--$49.76
Jefferies Group add Unmapped 13F securityPORTFOLIO$127.2MAddQ3 2024 13F$127M----
AdaptHealth Corp. - Class A (AHCO)AHCO$112.2MAddQ3 2024 13F$112M--$10.90
Amazon.com IncAMZN$177M951.7k sharesAddQ3 2024 13F$110M$182.46$254.96
ConocoPhillips Common StockCOP$103.2MOtherQ3 2024 13F$103M$109.83$114.49
The Select Sector SPDR Trust - The Energy Select Sector SPDR FundXLE$-71.2MTrimQ3 2024 13F$71M$44.70$56.50
WisdomTree Japan Hedged Equity FundDXJ$-69.7MTrimQ3 2024 13F$70M--$175.35
JPMorgan Chase & Co.JPM$68.8MAddQ3 2024 13F$69M$210.63$346.91
iShares MSCI Taiwan ETFEWT$67.6MOtherQ3 2024 13F$68M--$100.16
iShares Trust - iShares Russell 2000 ETFIWM$-62.5MTrimQ3 2024 13F$62M$213.99$295.77
AbbVie IncABBV$61.5MAddQ3 2024 13F$61M$186.63$244.22
VanEck Gold Miners ETFGDX$-56.6MTrimQ3 2024 13F$57M--$74.00
State Street SPDR S&P Oil & Gas Exploration & Production ETFXOP$55.8MOtherQ3 2024 13F$56M--$164.86
Immunome, Inc.IMNM$54.8MOtherQ3 2024 13F$55M--$22.20
Six Flags Entertainment Corporation Common Stock NewFUN$-51.8MExitQ3 2024 13F$52M--$18.97
iShares iBoxx $ High Yield Corporate Bond ETFHYG$-48.0MTrimQ3 2024 13F$48M$78.67$79.81
SAP SESAP$-47.4MTrimQ3 2024 13F$47M$212.60$154.51
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