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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 %
CG
401
Clarus Group
Texas
$263K -$86.1K -1,013 -25%
EWM
402
Evercore Wealth Management
New York
$260K +$260K +3,179 New
CCG
403
Capital CS Group
California
$254K +$254K +3,110 New
TSS
404
Two Sigma Securities
New York
$250K -$192K -2,352 -43%
NHC
405
Nicholas Hoffman & Company
Georgia
$248K +$248K +3,033 New
FHA
406
Flagship Harbor Advisors
Massachusetts
$246K +$246K +3,011 New
CS
407
Candriam SCA
Luxembourg
$245K – – –
PA
408
PSI Advisors
Florida
$245K +$245K +3,000 New
S
409
Seeyond
France
$244K -$432K -5,310 -64%
DCM
410
Dupont Capital Management
Delaware
$240K -$73.8K -903 -24%
NFG
411
Next Financial Group
Texas
$240K +$7.21K +88 +3%
IA
412
IndexIQ Advisors
New York
$240K +$30.2K +369 +14%
GT
413
Greenleaf Trust
Michigan
$239K +$239K +2,925 New
AAS
414
Avantax Advisory Services
Texas
$236K +$236K +2,885 New
BCP
415
Blue Chip Partners
Michigan
$235K -$29.7K -363 -11%
QCM
416
Quantinno Capital Management
New York
$233K +$233K +2,849 New
CCA
417
Checchi Capital Advisers
California
$233K +$233K +2,858 New
PA
418
Profund Advisors
Maryland
$230K +$230K +2,810 New
AC
419
Avestar Capital
New York
$228K +$228K +2,612 New
CC
420
Centiva Capital
New York
$227K -$130K -1,597 -36%
PPCM
421
Pillar Pacific Capital Management
California
$226K -$49.1K -600 -18%
SWA
422
Sutton Wealth Advisors
Florida
$226K – – –
SP
423
Symmetry Partners
Connecticut
$224K +$224K +2,739 New
SPIA
424
Steward Partners Investment Advisory
New York
$223K -$72.9K -892 -25%
CA
425
Calton & Associates
Florida
$222K +$222K +2,715 New
15 16
17
18 19