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Raymond James Financial
RJF

Overview Fund Activity

634 hedge funds and large institutions have $15.5B invested in Raymond James Financial in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 212 increasing their positions, 214 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+59
Holders Change %
+10.26%
% of All Funds
9.79%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
110
Increased
212
Reduced
214
Closed
45
Calls
$51.4M
Puts
$16.1M
Net Calls
+$35.3M
Net Calls Change
-$11.9M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$120M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$85.5M
3
State Street
3
State Street
Massachusetts
$933M
4
Millennium Management
4
Millennium Management
New York
$55.4M
5
Holocene Advisors
5
Holocene Advisors
New York
$44M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$339M
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.7M
4
BlackRock
4
BlackRock
New York
$1.84B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
351
LMR Partners
United Kingdom
$737K +$737K +7,337 New
SFSG
352
Sound Financial Strategies Group
Mississippi
$735K -$17.4K -173 -2%
WMA
353
West Michigan Advisors
Michigan
$734K +$734K +7,309 New
CWS
354
Confluence Wealth Services
Pennsylvania
$720K +$720K +7,174 New
S
355
SignatureFD
Georgia
$719K +$42.1K +419 +6%
CP
356
Covenant Partners
Tennessee
$715K – – –
MPAM
357
Monarch Partners Asset Management
Massachusetts
$698K -$319K -3,180 -31%
IB
358
Intrust Bank
Kansas
$698K +$87.7K +874 +14%
BMSSC
359
B. Metzler seel. Sohn & Co
Germany
$691K -$150K -1,488 -18%
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$690K +$125K +1,240 +22%
Lido Advisors
361
Lido Advisors
California
$688K +$688K +6,854 New
PSP
362
Principal Street Partners
Tennessee
$687K -$168K -1,677 -20%
SWMG
363
Signature Wealth Management Group
Georgia
$684K -$106K -1,055 -13%
TYCC
364
Texas Yale Capital Corp
Florida
$678K – – –
TPCW
365
TD Private Client Wealth
New York
$672K -$69.8K -695 -9%
KAS
366
Kestra Advisory Services
Texas
$669K -$135K -1,345 -17%
YMRC
367
Yorktown Management & Research Company
Virginia
$648K – – –
SAM
368
Silvercrest Asset Management
New York
$648K +$54.9K +547 +9%
HIM
369
Hillsdale Investment Management
Ontario, Canada
$647K -$60.3K -600 -9%
NAM
370
NorthCrest Asset Manangement
Minnesota
$636K +$636K +6,330 New
NB
371
Norinchukin Bank
Japan
$618K -$9.75K -97 -2%
IA
372
IFP Advisors
Florida
$613K -$1.71K -17 -0.3%
VI
373
Versor Investments
New York
$611K +$92.1K +918 +18%
CW
374
Connectus Wealth
Ohio
$603K +$603K +6,006 New
UCFA
375
United Capital Financial Advisors
Texas
$601K -$502K -4,996 -46%
13 14
15
16 17