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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$339M
2
CVA
Ceredex Value Advisors
Florida
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$15.7M
4
BlackRock
BlackRock
New York
$1.84B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
401
Essex Financial Services
Connecticut
$457K -$19.8K -197 -4%
4WM
402
44 Wealth Management
Oregon
$457K -$6.93K -69 -1%
MWM
403
Modera Wealth Management
New Jersey
$457K +$457K +4,552 New
BC
404
Bowman & Company
Wisconsin
$452K +$452K +4,500 New
VWA
405
Visionary Wealth Advisors
Illinois
$450K +$903 +9 +0.2%
SEC
406
Seven Eight Capital
New York
$449K +$449K +4,492 New
HIA
407
Harbor Investment Advisory
Maryland
$448K – – –
GCP
408
GSA Capital Partners
United Kingdom
$447K +$447K +4,448 New
APA
409
American Portfolios Advisors
New York
$443K +$31.4K +313 +8%
TI
410
Tidal Investments
Wisconsin
$438K +$438K +4,375 New
SPIA
411
Steward Partners Investment Advisory
New York
$430K +$12.8K +128 +3%
GFPC
412
Global Financial Private Client
Florida
$430K – – –
HCM
413
Hollencrest Capital Management
California
$427K +$3.62K +36 +0.9%
GC
414
Globeflex Capital
California
$424K -$975K -9,715 -70%
CI
415
Cigna Investments
Connecticut
$422K -$151K -1,502 -26%
Vontobel Holding
416
Vontobel Holding
Switzerland
$422K -$86.5K -856 -17%
KPWS
417
Kestra Private Wealth Services
Texas
$420K +$100 +1 +0%
RIM
418
Redpoint Investment Management
Australia
$417K – – –
CAN
419
Cetera Advisor Networks
California
$416K +$33.6K +334 +9%
FRAF
420
Första AP-fonden
Sweden
$412K +$412K +4,100 New
PWS
421
Precision Wealth Strategies
Missouri
$410K +$78.1K +778 +24%
MC
422
Manteio Capital
New Jersey
$410K +$410K +4,079 New
QIM
423
Quantitative Investment Management
Virginia
$408K +$408K +4,073 New
CIM
424
Contravisory Investment Management
Massachusetts
$406K +$406K +4,045 New
GHA
425
GW Henssler & Associates
Georgia
$406K +$406K +4,048 New
15 16
17
18 19