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Raymond James Financial
RJF

Overview Fund Activity

559 hedge funds and large institutions have $13.1B invested in Raymond James Financial in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
9.76%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
61
Increased
176
Reduced
211
Closed
44
Calls
$81M
Puts
$24.5M
Net Calls
+$56.5M
Net Calls Change
-$16.3M

Top Buyers

1
Primecap Management
Primecap Management
California
+$71M
2
MAM
Martingale Asset Management
Massachusetts
+$44.1M
3
Prudential Financial
Prudential Financial
New Jersey
+$41.8M
4
PFM
Premier Fund Managers
United Kingdom
+$41.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$28M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$88.8M
2
Holocene Advisors
Holocene Advisors
New York
-$56.7M
3
BWA
Brave Warrior Advisors
New York
-$54.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
426
Quantinno Capital Management
New York
$247K – – –
AAS
427
Avantax Advisory Services
Texas
$243K -$7.02K -81 -3%
AP
428
Advisor Partners
California
$240K +$5.9K +68 +3%
SWA
429
Sutton Wealth Advisors
Florida
$239K – – –
LP
430
LMR Partners
United Kingdom
$237K -$160K -1,854 -40%
CA
431
Calton & Associates
Florida
$235K – – –
Point72 Asset Management
432
Point72 Asset Management
Connecticut
$234K -$4.1M -47,250 -95%
MIM
433
MTM Investment Management
South Carolina
$234K – – –
PA
434
Profund Advisors
Maryland
$232K -$10.9K -126 -4%
PRC
435
Pearl River Capital
Michigan
$231K +$231K +2,664 New
CFGS
436
Concourse Financial Group Securities
Alabama
$228K +$6.52K +75 +3%
PWP
437
Principle Wealth Partners
Connecticut
$227K – – –
IC
438
Inscription Capital
Texas
$227K +$227K +2,625 New
AIP
439
Ameritas Investment Partners
Nebraska
$225K – – –
SWM
440
Spire Wealth Management
Virginia
$218K +$97.4K +1,133 +81%
SCA
441
Snowden Capital Advisors
New York
$217K +$217K +2,504 New
SG Americas Securities
442
SG Americas Securities
New York
$213K -$3.24M -37,323 -94%
YIA
443
YHB Investment Advisors
Connecticut
$210K – – –
CCA
444
Checchi Capital Advisers
California
$208K -$39.2K -453 -16%
BCV
445
Banque Cantonale Vaudoise
Switzerland
$208K – – –
AP
446
Appleton Partners
Massachusetts
$206K +$206K +2,373 New
AIA
447
Arrow Investment Advisors
Maryland
$204K +$204K +2,354 New
LFA
448
Legacy Financial Advisors
Kentucky
$204K +$204K +2,357 New
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$200K +$200K +2,312 New
EWM
450
Endurance Wealth Management
Rhode Island
$194K – – –
16 17
18
19 20