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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$394K – – –
VWA
402
Visionary Wealth Advisors
Illinois
$392K -$7.89K -76 -2%
PFO
403
Pathstone Family Office
New Jersey
$391K -$5.64K -52 -1%
EFS
404
Essex Financial Services
Connecticut
$388K -$9.86K -95 -2%
GVAG
405
Great Valley Advisor Group
Delaware
$388K – – –
TPM
406
Triasima Portfolio Management
Quebec, Canada
$387K -$52.2K -380 -12%
PWG
407
Portside Wealth Group
Utah
$383K +$383K +3,689 New
FB
408
Fulton Bank
Pennsylvania
$378K +$67K +646 +22%
NA
409
Navellier & Associates
Nevada
$378K +$61.2K +590 +19%
4WM
410
44 Wealth Management
Oregon
$377K +$114K +1,094 +43%
SP
411
Symmetry Partners
Connecticut
$374K – – –
HNB
412
Huntington National Bank
Ohio
$373K -$3.01K -29 -0.8%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$373K +$7.99K +77 +2%
GT
414
Greenleaf Trust
Michigan
$370K -$25.8K -249 -7%
GLR
415
Great Lakes Retirement
Ohio
$349K +$349K +3,362 New
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$333K +$28.5K +275 +9%
AAS
417
Avantax Advisory Services
Texas
$320K -$11K -106 -3%
Vontobel Holding
418
Vontobel Holding
Switzerland
$320K -$9.96K -96 -3%
CG
419
Clarus Group
Texas
$319K – – –
MCC
420
Malaga Cove Capital
California
$310K – – –
QCIG
421
Quad-Cities Investment Group
Iowa
$308K -$19.5K -188 -6%
First Eagle Investment Management
422
First Eagle Investment Management
New York
$307K +$83.5K +805 +37%
DWM
423
Dakota Wealth Management
Florida
$305K – – –
KBFS
424
Kohmann Bosshard Financial Services
Ohio
$304K – – –
OAM
425
Ostrum Asset Management
France
$301K +$208 +2 +0.1%
15 16
17
18 19