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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 %
IC
426
IEQ Capital
California
$300K -$95.3K -918 -24%
FHA
427
Flagship Harbor Advisors
Massachusetts
$297K +$104 +1 +0%
E
428
Ergoteles
New York
$287K +$287K +2,767 New
DEA
429
DoubleLine ETF Adviser
Florida
$286K +$33.2K +320 +13%
PWMAG
430
Pinnacle Wealth Management Advisory Group
New Jersey
$285K -$86.4K -833 -23%
MIM
431
Moseley Investment Management
Florida
$284K – – –
CFO
432
Collective Family Office
Pennsylvania
$284K -$72.6K -700 -20%
NCM
433
Novare Capital Management
North Carolina
$283K -$20.8K -200 -7%
EWM
434
Evercore Wealth Management
New York
$283K – – –
P
435
Pitcairn
Pennsylvania
$283K -$6.23K -60 -2%
CA
436
Calton & Associates
Florida
$282K – – –
AWS
437
Atria Wealth Solutions
New York
$281K -$32.9K -316 -10%
MIM
438
MTM Investment Management
South Carolina
$280K – – –
BFG
439
Bleakley Financial Group
New Jersey
$280K +$3.42K +33 +1%
IAIM
440
Industrial Alliance Investment Management
Quebec, Canada
$278K – – –
HI
441
Horizon Investments
North Carolina
$276K +$17.5K +169 +7%
SIC
442
Samalin Investment Counsel
New York
$274K +$274K +2,641 New
MWA
443
MFA Wealth Advisors
Pennsylvania
$273K +$273K +2,632 New
Voloridge Investment Management
444
Voloridge Investment Management
Florida
$273K -$602K -5,798 -69%
SS
445
Simplicity Solutions
Minnesota
$272K -$4.46K -43 -2%
CCA
446
Checchi Capital Advisers
California
$271K +$3.53K +34 +1%
PWP
447
Phillips Wealth Planners
Mississippi
$271K – – –
VAS
448
Vestmark Advisory Solutions
Massachusetts
$267K -$13.7K -132 -5%
VCG
449
Vantage Consulting Group
Virginia
$266K -$13.3K -128 -5%
SA
450
Syntax Advisors
New York
$266K -$13.3K -128 -5%
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