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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 %
CIP
376
Convergence Investment Partners
Florida
$342K +$342K +4,190 New
HCM
377
Hollencrest Capital Management
California
$341K – – –
RIM
378
Redpoint Investment Management
Australia
$340K – – –
LIA
379
LS Investment Advisors
Michigan
$335K -$143K -1,753 -30%
GVAG
380
Great Valley Advisor Group
Delaware
$334K – – –
BBVA
381
Banco Bilbao Vizcaya Argentaria
Spain
$334K +$7.6K +93 +2%
BTWM
382
Baker Tilly Wealth Management
Wisconsin
$334K +$66.5K +813 +25%
MCP
383
Martin Capital Partners
Oregon
$324K -$170K -2,082 -34%
APA
384
American Portfolios Advisors
New York
$322K +$7.44K +91 +2%
TI
385
Tidal Investments
Wisconsin
$322K +$322K +3,944 New
Vontobel Holding
386
Vontobel Holding
Switzerland
$320K +$320K +3,921 New
VI
387
Vestcor Inc
New Brunswick, Canada
$317K +$32.4K +396 +11%
PAMP
388
Polar Asset Management Partners
Ontario, Canada
$314K -$471K -5,775 -60%
Baird Financial Group
389
Baird Financial Group
Wisconsin
$314K -$120K -1,468 -28%
CCP
390
Corient Capital Partners
California
$314K +$1.72K +21 +0.5%
FMT
391
First Mercantile Trust
Tennessee
$312K -$13.7K -168 -4%
AMCA
392
Arthur M. Cohen & Associates
Illinois
$306K – – –
MIM
393
Moseley Investment Management
Florida
$303K – – –
CNC
394
Canandaigua National Corp
New York
$302K -$28.9K -353 -9%
JWCA
395
J.W. Coons Advisors
Ohio
$292K +$25.4K +311 +10%
LWAM
396
Legacy Wealth Asset Management
Minnesota
$288K -$327 -4 -0.1%
FB
397
Fulton Bank
Pennsylvania
$287K +$25.8K +316 +10%
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$287K +$41.6K +510 +17%
CAM
399
Cresset Asset Management
Illinois
$287K +$287K +3,500 New
SW
400
SVB Wealth
Massachusetts
$267K +$267K +3,273 New
14 15
16
17 18