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Raymond James Financial
RJF

Overview Fund Activity

658 hedge funds and large institutions have $17.2B invested in Raymond James Financial in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
658
Holders Change
+24
Holders Change %
+3.79%
% of All Funds
10.41%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
81
Increased
241
Reduced
222
Closed
50
Calls
$64.6M
Puts
$26.5M
Net Calls
+$38.1M
Net Calls Change
+$2.79M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$276M
2
AII
AGF Investments Inc
Ontario, Canada
+$177M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$170M
4
Primecap Management
Primecap Management
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M

Top Sellers

1
BlackRock
BlackRock
New York
-$160M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$85.5M
3
Millennium Management
Millennium Management
New York
-$56.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$55.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
401
HBK Sorce Advisory
Pennsylvania
$583K +$27.4K +249 +5%
IIC
402
Integrated Investment Consultants
Michigan
$571K +$13.7K +125 +2%
FA
403
FDx Advisors
Illinois
$570K +$9.56K +87 +2%
WWM
404
Western Wealth Management
Colorado
$553K +$553K +5,030 New
DSAM
405
Dock Street Asset Management
Florida
$547K – – –
PP
406
Prudential plc
United Kingdom
$540K +$540K +4,917 New
Swedbank
407
Swedbank
Sweden
$539K – – –
FFM
408
Forum Financial Management
Illinois
$512K – – –
Cetera Investment Advisers
409
Cetera Investment Advisers
Illinois
$510K +$176K +1,604 +53%
SPIA
410
Steward Partners Investment Advisory
New York
$506K +$35.5K +323 +8%
VWA
411
Visionary Wealth Advisors
Illinois
$498K +$5.16K +47 +1%
APIM
412
Agate Pass Investment Management
Washington
$497K -$22K -200 -4%
APA
413
American Portfolios Advisors
New York
$492K +$7.69K +70 +2%
HIA
414
Harbor Investment Advisory
Maryland
$490K – – –
4WM
415
44 Wealth Management
Oregon
$486K -$14.1K -128 -3%
NIMI
416
Natixis Investment Managers International
France
$483K -$623K -5,675 -56%
BPC
417
Banque Pictet & Cie
Switzerland
$480K -$1.25M -11,383 -72%
WS
418
Wedbush Securities
California
$478K -$51K -464 -10%
IA
419
IFG Advisory
Georgia
$471K -$67.4K -614 -13%
HCM
420
Hollencrest Capital Management
California
$467K – – –
GFPC
421
Global Financial Private Client
Florida
$466K – – –
QCM
422
Quantinno Capital Management
New York
$465K +$107K +969 +30%
GC
423
Globeflex Capital
California
$464K – – –
EFS
424
Essex Financial Services
Connecticut
$460K -$40.2K -366 -8%
RIM
425
Redpoint Investment Management
Australia
$457K – – –
15 16
17
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