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Raymond James Financial
RJF

Overview Fund Activity

559 hedge funds and large institutions have $13.1B invested in Raymond James Financial in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
9.76%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
61
Increased
176
Reduced
211
Closed
44
Calls
$81M
Puts
$24.5M
Net Calls
+$56.5M
Net Calls Change
-$16.3M

Top Buyers

1
Primecap Management
Primecap Management
California
+$71M
2
MAM
Martingale Asset Management
Massachusetts
+$44.1M
3
Prudential Financial
Prudential Financial
New Jersey
+$41.8M
4
PFM
Premier Fund Managers
United Kingdom
+$41.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$28M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.8M
2
Holocene Advisors
Holocene Advisors
New York
-$56.7M
3
BWA
Brave Warrior Advisors
New York
-$54.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
351
Williams Jones Wealth Management
New York
$471K – – –
SAM
352
Silvercrest Asset Management
New York
$462K +$6.49K +75 +1%
V
353
Veritable
Delaware
$454K +$2.34K +27 +0.5%
IRF
354
IBM Retirement Fund
New York
$453K -$89.5K -1,032 -16%
VPIM
355
Vanguard Personalized Indexing Management
California
$452K +$452K +5,225 New
CPC
356
Consolidated Planning Corp
Georgia
$448K -$8.13K -94 -2%
MME
357
Meag Munich Ergo
Germany
$445K -$15.6K -180 -3%
IA
358
IFG Advisory
Georgia
$441K -$16.3K -188 -4%
Vontobel Holding
359
Vontobel Holding
Switzerland
$441K +$101K +1,160 +30%
COI
360
Connable Office Inc
Michigan
$437K -$90.8K -1,048 -17%
IIC
361
Integrated Investment Consultants
Michigan
$435K -$519 -6 -0.1%
DSAM
362
Dock Street Asset Management
Florida
$431K – – –
BTWM
363
Baker Tilly Wealth Management
Wisconsin
$429K +$75.3K +870 +21%
Swedbank
364
Swedbank
Sweden
$425K – – –
WAM
365
World Asset Management
Michigan
$416K -$18.7K -216 -4%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$413K -$28.9K -334 -7%
BAM
367
Blueshift Asset Management
New Jersey
$410K +$410K +4,731 New
CW
368
CreativeOne Wealth
Kansas
$410K +$410K +4,736 New
EFS
369
Essex Financial Services
Connecticut
$405K – – –
4WM
370
44 Wealth Management
Oregon
$404K -$1.3K -15 -0.3%
SC
371
Skylands Capital
Wisconsin
$393K -$26K -300 -6%
HIA
372
Harbor Investment Advisory
Maryland
$386K -$24K -277 -6%
Nomura Holdings
373
Nomura Holdings
Japan
$386K +$386K +4,464 New
BBVA
374
Banco Bilbao Vizcaya Argentaria
Spain
$382K +$28.1K +324 +8%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$381K -$10.7K -123 -3%
13 14
15
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