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Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$2.67M +$141K +1,263 +6%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$2.65M +$672K +6,023 +34%
CFFP
228
Center for Financial Planning
Michigan
$2.64M -$25.9K -232 -1%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$2.55M +$411K +3,682 +19%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$2.55M +$506K +4,534 +25%
AI
231
Atria Investments
North Carolina
$2.54M +$180K +1,614 +8%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$2.54M – – –
NA
233
NewEdge Advisors
Louisiana
$2.53M +$131K +1,154 +5%
Franklin Resources
234
Franklin Resources
California
$2.49M +$17.5K +157 +0.7%
NAM
235
Nissay Asset Management
Japan
$2.45M +$56K +502 +2%
SG Americas Securities
236
SG Americas Securities
New York
$2.4M +$1.61M +14,421 +204%
KWM
237
Kaydan Wealth Management
Michigan
$2.38M – – –
GFS
238
GYL Financial Synergies
Connecticut
$2.37M +$70K +628 +3%
AssetMark Inc
239
AssetMark Inc
California
$2.32M +$252K +2,260 +12%
SFP
240
Sweet Financial Partners
Minnesota
$2.32M +$111 +1 +0%
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$2.3M +$774K +6,944 +51%
Allianz Asset Management
242
Allianz Asset Management
Germany
$2.23M -$146K -1,308 -6%
SFM
243
Systematic Financial Management
New Jersey
$2.22M +$86.4K +775 +4%
LFAS
244
Level Four Advisory Services
Texas
$2.17M -$25.3K -227 -1%
D.E. Shaw & Co
245
D.E. Shaw & Co
New York
$2.16M -$2.34M -20,980 -52%
FTIS
246
First Trust Investment Solutions
Florida
$2.13M +$2.13M +19,090 New
HighTower Advisors
247
HighTower Advisors
Illinois
$2.1M +$51.8K +468 +3%
Wealth Enhancement Advisory Services
248
Wealth Enhancement Advisory Services
Minnesota
$2.09M -$541K -4,848 -21%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$2.01M -$18.1K -162 -0.9%
SFI
250
SPC Financial Inc
Maryland
$1.99M -$100K -900 -5%
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