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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 %
CC
326
Centiva Capital
New York
$840K +$190K +1,835 +29%
BRWA
327
B. Riley Wealth Advisors
Florida
$840K -$16.8K -161 -2%
OIA
328
OneDigital Investment Advisors
Kansas
$820K +$5.5K +53 +0.7%
CIA
329
Capital Investment Advisors
Georgia
$820K -$14.1K -136 -2%
SCA
330
Snowden Capital Advisors
New York
$811K +$490K +4,723 +153%
AWM
331
Apollon Wealth Management
South Carolina
$799K +$168K +1,616 +27%
BMSSC
332
B. Metzler seel. Sohn & Co
Germany
$787K +$94K +906 +14%
Balyasny Asset Management
333
Balyasny Asset Management
Illinois
$778K -$2.77M -26,719 -78%
UCFA
334
United Capital Financial Advisors
Texas
$767K +$18.8K +181 +3%
Aviva
335
Aviva
United Kingdom
$766K -$13.1M -125,974 -94%
SC
336
Saturna Capital
Washington
$763K – – –
Squarepoint
337
Squarepoint
New York
$758K -$2.7M -26,066 -78%
S
338
SignatureFD
Georgia
$732K -$68.4K -659 -9%
TPCW
339
TD Private Client Wealth
New York
$717K +$134K +1,296 +23%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$710K -$5.19K -50 -0.7%
TYCC
341
Texas Yale Capital Corp
Florida
$700K – – –
KAS
342
Kestra Advisory Services
Texas
$690K +$241K +2,327 +54%
Wealthfront Advisers
343
Wealthfront Advisers
California
$688K -$244K -2,352 -26%
NAM
344
NorthCrest Asset Manangement
Minnesota
$676K – – –
Lido Advisors
345
Lido Advisors
California
$673K +$2.28K +22 +0.3%
YMRC
346
Yorktown Management & Research Company
Virginia
$669K – – –
CI
347
Cavalier Investments
Georgia
$661K +$40K +385 +6%
HSA
348
HBK Sorce Advisory
Pennsylvania
$659K -$43.3K -417 -6%
FIM
349
Freedom Investment Management
Connecticut
$655K -$14.2K -137 -2%
SCA
350
STALEY CAPITAL ADVISERS
Pennsylvania
$649K – – –
12 13
14
15 16