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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 %
OPERF
276
Oregon Public Employees Retirement Fund
Oregon
$1.63M +$11.2K +100 +0.7%
HNWAG
277
High Net Worth Advisory Group
Florida
$1.63M – – –
Connor, Clark & Lunn Investment Management (CC&L)
278
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M +$1.62M +14,522 New
M&T Bank
279
M&T Bank
New York
$1.62M -$21.3K -191 -1%
ECM
280
ExodusPoint Capital Management
New York
$1.59M -$3.48M -31,207 -69%
DIP
281
Davis Investment Partners
North Carolina
$1.56M – – –
TI
282
Trexquant Investment
Connecticut
$1.56M +$1.56M +14,011 New
WFA
283
Wellspring Financial Advisors
Ohio
$1.54M +$1.54M +13,778 New
MOS
284
MGO One Seven
Ohio
$1.52M +$604K +5,421 +66%
QCM
285
QRG Capital Management
Illinois
$1.52M -$693K -6,215 -31%
HWA
286
Heritage Wealth Advisors
Virginia
$1.52M -$25K -224 -2%
SSA
287
Schonfeld Strategic Advisors
New York
$1.49M +$1.02M +9,106 +215%
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$1.43M +$58K +520 +4%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M -$14.7K -132 -1%
WVP
290
Worth Venture Partners
New Jersey
$1.41M -$41.8K -375 -3%
Pacer Advisors
291
Pacer Advisors
Pennsylvania
$1.41M +$51.6K +463 +4%
SP
292
Stablepoint Partners
Massachusetts
$1.4M +$1.4M +12,537 New
SO
293
STRS Ohio
Ohio
$1.38M +$174K +1,559 +14%
QCM
294
Quantinno Capital Management
New York
$1.38M +$324K +2,906 +31%
DILIC
295
Dai-ichi Life Insurance Company
Japan
$1.37M – – –
BNP Paribas Asset Management
296
BNP Paribas Asset Management
France
$1.36M -$1.31M -11,731 -49%
Cerity Partners
297
Cerity Partners
New York
$1.35M +$1.35M +12,134 New
MWA
298
Meridian Wealth Advisors
Texas
$1.35M – – –
ST
299
Sabal Trust
Florida
$1.34M -$3.68K -33 -0.3%
CAM
300
Cresset Asset Management
Illinois
$1.34M +$218K +1,949 +19%
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