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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
276
Candriam SCA
Luxembourg
$1.32M -$1.13M -10,903 -46%
DILIC
277
Dai-ichi Life Insurance Company
Japan
$1.28M – – –
ST
278
Sabal Trust
Florida
$1.27M +$15.6K +150 +1%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$828K +7,980 +192%
MWA
280
Meridian Wealth Advisors
Texas
$1.26M -$233K -2,250 -16%
BHPW
281
Beverly Hills Private Wealth
California
$1.25M +$636K +5,894 +103%
PS
282
Pensionfund Sabic
Netherlands
$1.25M – – –
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$1.23M -$13K -125 -1%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$1.22M -$83K -800 -6%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$1.22M +$37.2K +358 +3%
CB
286
Commerce Bank
Missouri
$1.2M -$3.05M -29,433 -72%
Cerity Partners
287
Cerity Partners
New York
$1.2M +$917K +8,839 +329%
UH
288
Unigestion Holding
Switzerland
$1.19M -$1.56M -15,042 -57%
OFG
289
Oxford Financial Group
Indiana
$1.18M -$726 -7 -0.1%
GC
290
Guggenheim Capital
Illinois
$1.17M -$145K -1,396 -11%
HF
291
HRT Financial
New York
$1.17M +$1.17M +11,270 New
AW
292
Atlas Wealth
Ohio
$1.16M +$10.4K +95 +0.9%
PP
293
Prudential plc
United Kingdom
$1.15M +$160K +1,542 +16%
Robeco Institutional Asset Management
294
Robeco Institutional Asset Management
Netherlands
$1.15M -$5.62M -54,167 -83%
SO
295
STRS Ohio
Ohio
$1.15M -$677K -6,529 -37%
CCM
296
Community Capital Management
Florida
$1.14M -$135K -1,300 -11%
V
297
Veritable
Delaware
$1.13M -$4.98K -48 -0.4%
WCA
298
Waratah Capital Advisors
Ontario, Canada
$1.13M +$1.13M +10,847 New
OPOWM
299
One Plus One Wealth Management
Florida
$1.09M -$142K -1,364 -11%
OC
300
Oarsman Capital
Wisconsin
$1.07M +$269K +2,588 +34%
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