RJF icon

Raymond James Financial
RJF

Overview Fund Activity

651 hedge funds and large institutions have $15.7B invested in Raymond James Financial in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 240 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+13
Holders Change %
+2.04%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
65
Increased
216
Reduced
240
Closed
46
Calls
$69.6M
Puts
$52.5M
Net Calls
+$17.1M
Net Calls Change
+$15M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$85.3M
2
Goldman Sachs
Goldman Sachs
New York
+$31.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.7M
4
Millennium Management
Millennium Management
New York
+$23M
5
WCA
Waratah Capital Advisors
Ontario, Canada
+$22.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$92.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.4M
3
BlackRock
BlackRock
New York
-$71.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
226
Franklin Resources
California
$2.23M -$8.54K -85 -0.4%
Truist Financial
227
Truist Financial
North Carolina
$2.22M -$102K -1,014 -4%
NAM
228
Nissay Asset Management
Japan
$2.16M +$44.6K +444 +2%
KWM
229
Kaydan Wealth Management
Michigan
$2.15M – – –
Allianz Asset Management
230
Allianz Asset Management
Germany
$2.14M -$237K -2,359 -10%
NA
231
NewEdge Advisors
Louisiana
$2.13M +$60.8K +605 +3%
AI
232
Atria Investments
North Carolina
$2.13M +$46.4K +462 +2%
Walleye Trading
233
Walleye Trading
New York
$2.1M +$2.1M +20,952 New
Corient Private Wealth
234
Corient Private Wealth
Florida
$2.1M -$477K -4,745 -19%
SFP
235
Sweet Financial Partners
Minnesota
$2.09M – – –
GFS
236
GYL Financial Synergies
Connecticut
$2.07M -$33.5K -334 -2%
QCM
237
QRG Capital Management
Illinois
$2M +$2M +19,869 New
LFAS
238
Level Four Advisory Services
Texas
$1.97M +$38K +378 +2%
GAM
239
Gotham Asset Management
New York
$1.96M -$502 -5 -0%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$1.93M +$1.71K +17 +0.1%
SFM
241
Systematic Financial Management
New Jersey
$1.92M -$142K -1,410 -7%
GIBU
242
Gulf International Bank (UK)
United Kingdom
$1.9M -$161K -1,601 -8%
SFI
243
SPC Financial Inc
Maryland
$1.88M -$70.3K -700 -4%
AssetMark Inc
244
AssetMark Inc
California
$1.86M +$99.6K +992 +6%
VPIM
245
Vanguard Personalized Indexing Management
California
$1.86M +$22.3K +222 +1%
HighTower Advisors
246
HighTower Advisors
Illinois
$1.85M +$83.1K +827 +5%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$1.84M -$14.2K -141 -0.8%
USCWA
248
U.S. Capital Wealth Advisors
Texas
$1.83M – – –
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$1.83M -$3.87M -38,538 -68%
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$1.78M +$171K +1,701 +11%
8 9
10
11 12