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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 %
HNB
376
Huntington National Bank
Ohio
$599K +$20.2K +201 +3%
CI
377
Cavalier Investments
Georgia
$596K +$596K +5,932 New
RWM
378
RBA Wealth Management
California
$591K +$591K +5,884 New
MC
379
Montag & Caldwell
Georgia
$587K +$587K +5,851 New
HI
380
Horizon Investments
North Carolina
$584K +$584K +5,818 New
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$574K +$118K +1,177 +26%
SAI
382
Systematic Alpha Investments
New Jersey
$572K – – –
TP
383
Tranquility Partners
Tennessee
$556K -$22.6K -225 -4%
WJWM
384
Williams Jones Wealth Management
New York
$546K -$100 -1 -0%
COI
385
Connable Office Inc
Michigan
$542K +$15.1K +150 +3%
V
386
Veritable
Delaware
$534K +$10.3K +103 +2%
Squarepoint
387
Squarepoint
New York
$528K -$32.1K -320 -6%
FA
388
FDx Advisors
Illinois
$512K -$53.8K -536 -10%
IIC
389
Integrated Investment Consultants
Michigan
$509K -$602 -6 -0.1%
HSA
390
HBK Sorce Advisory
Pennsylvania
$508K +$31.2K +311 +7%
NFG
391
Next Financial Group
Texas
$502K +$207K +2,064 +70%
DSAM
392
Dock Street Asset Management
Florida
$500K – – –
Swedbank
393
Swedbank
Sweden
$495K – – –
IA
394
IFG Advisory
Georgia
$492K – – –
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$487K -$2.31K -23 -0.5%
WS
396
Wedbush Securities
California
$483K +$19.9K +198 +4%
APIM
397
Agate Pass Investment Management
Washington
$474K +$474K +4,718 New
YWP
398
YorkBridge Wealth Partners
New York
$469K +$6.82K +68 +1%
FFM
399
Forum Financial Management
Illinois
$468K +$468K +4,663 New
Axa
400
Axa
France
$459K -$12.1M -120,266 -96%
14 15
16
17 18