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Raymond James Financial
RJF

Overview Fund Activity

547 hedge funds and large institutions have $12.3B invested in Raymond James Financial in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 198 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
9.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
177
Reduced
198
Closed
60
Calls
$87.4M
Puts
$14.6M
Net Calls
+$72.8M
Net Calls Change
+$13.5M

Top Buyers

1
Primecap Management
Primecap Management
California
+$176M
2
APG Asset Management
APG Asset Management
Netherlands
+$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
4
SCA
Southpoint Capital Advisors
New York
+$61.3M
5
CVA
Ceredex Value Advisors
Florida
+$56.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
4
Bank of America
Bank of America
North Carolina
-$51.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MME
351
Meag Munich Ergo
Germany
$434K -$216K -2,646 -33%
IA
352
IFG Advisory
Georgia
$431K -$2.45K -30 -0.6%
SAM
353
Silvercrest Asset Management
New York
$430K +$13.4K +164 +3%
CPC
354
Consolidated Planning Corp
Georgia
$430K +$430K +5,274 New
V
355
Veritable
Delaware
$427K -$245 -3 -0.1%
KRSITF
356
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$417K +$3.18K +39 +0.8%
IIC
357
Integrated Investment Consultants
Michigan
$411K +$22K +269 +6%
DSAM
358
Dock Street Asset Management
Florida
$407K – – –
EFS
359
Essex Financial Services
Connecticut
$405K +$133K +1,629 +49%
Swedbank
360
Swedbank
Sweden
$401K +$401K +4,905 New
SC
361
Skylands Capital
Wisconsin
$395K -$55.1K -675 -12%
HIA
362
Harbor Investment Advisory
Maryland
$387K – – –
Wolverine Trading
363
Wolverine Trading
Illinois
$385K +$385K +4,700 New
4WM
364
44 Wealth Management
Oregon
$383K +$383K +4,682 New
P
365
Pitcairn
Pennsylvania
$378K +$15.1K +185 +4%
LP
366
LMR Partners
United Kingdom
$375K +$375K +4,593 New
HSA
367
HBK Sorce Advisory
Pennsylvania
$372K +$19.5K +239 +6%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$370K -$101K -1,239 -22%
GFPC
369
Global Financial Private Client
Florida
$361K – – –
VWA
370
Visionary Wealth Advisors
Illinois
$359K -$11.7K -143 -3%
NCM
371
Novare Capital Management
North Carolina
$358K – – –
YWP
372
YorkBridge Wealth Partners
New York
$355K +$62K +759 +21%
KPWS
373
Kestra Private Wealth Services
Texas
$351K -$164K -2,007 -32%
DWM
374
Doyle Wealth Management
Florida
$349K +$1.8K +22 +0.5%
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$347K -$491 -6 -0.1%
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