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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 %
SC
351
Saturna Capital
Washington
$820K – – –
HF
352
HRT Financial
New York
$785K -$10.4M -93,458 -93%
TPCW
353
TD Private Client Wealth
New York
$783K -$223 -2 -0%
Man Group
354
Man Group
United Kingdom
$774K +$774K +6,944 New
Walleye Trading
355
Walleye Trading
New York
$768K -$1.57M -14,063 -67%
Wealthfront Advisers
356
Wealthfront Advisers
California
$766K +$24K +215 +3%
Lido Advisors
357
Lido Advisors
California
$760K -$5.87M -52,412 -89%
CI
358
Cavalier Investments
Georgia
$750K +$16.2K +145 +2%
KRSITF
359
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$746K +$14.4K +129 +2%
NB
360
Norinchukin Bank
Japan
$746K -$86.5K -776 -10%
MWA
361
Muirfield Wealth Advisors
North Carolina
$738K +$738K +6,620 New
GT
362
Glenmede Trust
Pennsylvania
$728K -$335 -3 -0%
NAM
363
NorthCrest Asset Manangement
Minnesota
$720K -$5.58K -50 -0.8%
YMRC
364
Yorktown Management & Research Company
Virginia
$719K – – –
CP
365
Cumberland Partners
Ontario, Canada
$714K +$714K +6,400 New
EF
366
Empirical Finance
Pennsylvania
$712K +$4.91K +44 +0.7%
SPIA
367
Steward Partners Investment Advisory
New York
$711K +$6.91K +62 +1%
CIA
368
Concurrent Investment Advisors
Florida
$704K +$704K +6,312 New
SCA
369
STALEY CAPITAL ADVISERS
Pennsylvania
$697K -$335 -3 -0%
Balyasny Asset Management
370
Balyasny Asset Management
Illinois
$696K +$55.4K +497 +9%
MGP
371
Metis Global Partners
California
$694K -$94.7K -849 -12%
HSA
372
HBK Sorce Advisory
Pennsylvania
$688K -$1.78K -16 -0.3%
BBVA
373
Banco Bilbao Vizcaya Argentaria
Spain
$685K +$23K +206 +3%
GS
374
GTS Securities
New York
$683K -$38.5K -345 -5%
GJWM
375
Gilliland Jeter Wealth Management
Arkansas
$674K +$674K +6,047 New
13 14
15
16 17