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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 %
DIP
276
Davis Investment Partners
North Carolina
$1.4M – – –
HWA
277
Heritage Wealth Advisors
Virginia
$1.39M – – –
DCM
278
Dean Capital Management
Kansas
$1.37M +$1.37M +13,593 New
SAM
279
Securian Asset Management
Minnesota
$1.35M -$245K -2,436 -15%
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$1.32M -$659K -6,847 -33%
WVP
281
Worth Venture Partners
New Jersey
$1.31M – – –
HIMCH
282
Hartford Investment Management Co (HIMCO)
Connecticut
$1.29M -$53.5K -533 -4%
CS
283
Candriam SCA
Luxembourg
$1.28M – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$1.24M +$20.1K +200 +2%
DILIC
285
Dai-ichi Life Insurance Company
Japan
$1.23M – – –
EI
286
Ethic Inc
New York
$1.23M +$268K +2,665 +28%
Pacer Advisors
287
Pacer Advisors
Pennsylvania
$1.22M +$29.7K +296 +2%
MWA
288
Meridian Wealth Advisors
Texas
$1.22M – – –
ST
289
Sabal Trust
Florida
$1.21M -$19.9K -198 -2%
PAS
290
Park Avenue Securities
New York
$1.2M -$301K -3,002 -20%
AIM
291
Achmea Investment Management
Netherlands
$1.17M +$1.12M +11,170 +2,327%
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$1.16M -$20.1K -200 -2%
UH
293
Unigestion Holding
Switzerland
$1.16M – – –
AIM
294
Allen Investment Management
New York
$1.12M +$1.12M +11,150 New
OFG
295
Oxford Financial Group
Indiana
$1.11M -$23.4K -233 -2%
FFA
296
First Foundation Advisors
California
$1.09M +$1.09M +10,851 New
SO
297
STRS Ohio
Ohio
$1.09M -$19K -189 -2%
OC
298
Oarsman Capital
Wisconsin
$1.07M +$39.3K +391 +4%
AW
299
Atlas Wealth
Ohio
$1.06M +$1.51K +15 +0.1%
CCM
300
Community Capital Management
Florida
$1.05M -$50.2K -500 -5%
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