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Raymond James Financial
RJF

Overview Fund Activity

696 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 211 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+34
Holders Change %
+5.14%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.23%
New
105
Increased
211
Reduced
269
Closed
55
Calls
$64.1M
Puts
$69.3M
Net Calls
-$5.25M
Net Calls Change
-$580K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$894M
2
First Trust Advisors
First Trust Advisors
Illinois
$209M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$580M
4
Morgan Stanley
Morgan Stanley
New York
$243M
5
Citadel Advisors
Citadel Advisors
Florida
$119M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
$197M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.8M
3
SCA
Southpoint Capital Advisors
New York
$139M
4
BlackRock
BlackRock
New York
$1.81B
5
Primecap Management
Primecap Management
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
251
Center for Financial Planning
Michigan
$2.56M -$30.3K -284 -1%
LWP
252
LMG Wealth Partners
Louisiana
$2.52M +$2.52M +21,534 New
Franklin Resources
253
Franklin Resources
California
$2.51M +$417K +3,902 +20%
Wealthfront Advisers
254
Wealthfront Advisers
California
$2.47M -$370K -3,464 -13%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$2.43M – – –
CNB
256
Czech National Bank
Czech Republic
$2.42M +$9.19K +86 +0.4%
DA
257
Duality Advisers
Florida
$2.38M +$1.26M +11,824 +113%
VPIM
258
Vanguard Personalized Indexing Management
California
$2.36M +$23.2K +217 +1%
AI
259
Atria Investments
North Carolina
$2.36M +$278K +2,603 +13%
SFP
260
Sweet Financial Partners
Minnesota
$2.33M -$53.4K -500 -2%
KWM
261
Kaydan Wealth Management
Michigan
$2.28M -$73.9K -692 -3%
NAM
262
Nissay Asset Management
Japan
$2.28M -$37.7K -353 -2%
CGPCS
263
Capital Group Private Client Services
California
$2.27M – – –
Mariner
264
Mariner
Kansas
$2.26M +$1.13M +10,601 +100%
BCI
265
Brinker Capital Investments
Pennsylvania
$2.22M -$140K -1,308 -6%
Canada Pension Plan Investment Board
266
Canada Pension Plan Investment Board
Ontario, Canada
$2.19M -$171K -1,600 -7%
SFI
267
SPC Financial Inc
Maryland
$2.19M -$128K -1,200 -6%
Corient Private Wealth
268
Corient Private Wealth
Florida
$2.18M +$2.18M +20,447 New
SFM
269
Systematic Financial Management
New Jersey
$2.18M +$337K +3,150 +18%
HIM
270
Hotaling Investment Management
Pennsylvania
$2.16M -$725K -6,787 -25%
EGM
271
Engineers Gate Manager
New York
$2.09M +$2.09M +19,601 New
CGH
272
Crossmark Global Holdings
Texas
$2.06M +$203K +1,904 +11%
GAM
273
Gotham Asset Management
New York
$2.01M -$28.3K -265 -1%
DIA
274
Dean Investment Associates
Ohio
$1.99M -$54K -505 -3%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$1.97M -$3.21K -30 -0.2%
9 10
11
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