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Raymond James Financial
RJF

Overview Fund Activity

662 hedge funds and large institutions have $16.1B invested in Raymond James Financial in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
11.45%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
74
Increased
219
Reduced
242
Closed
58
Calls
$67.1M
Puts
$71.7M
Net Calls
-$4.67M
Net Calls Change
-$24.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$396M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
3
American Century Companies
American Century Companies
Missouri
+$29.1M
4
AII
AGF Investments Inc
Ontario, Canada
+$23.3M
5
PAM
Panagora Asset Management
Massachusetts
+$22.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$199M
2
BlackRock
BlackRock
New York
-$75.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$64M
4
Charles Schwab
Charles Schwab
California
-$45M
5
Marshall Wace
Marshall Wace
United Kingdom
-$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$331K +$40.5K +410 +14%
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$328K -$4.94K -50 -1%
FB
453
Fulton Bank
Pennsylvania
$328K +$20.6K +209 +7%
IA
454
IFG Advisory
Georgia
$324K -$99.3K -1,006 -23%
LWAM
455
Legacy Wealth Asset Management
Minnesota
$312K +$198 +2 +0.1%
PRC
456
Pearl River Capital
Michigan
$310K +$310K +3,135 New
NIM
457
NuWave Investment Management
New Jersey
$310K +$310K +3,139 New
TA
458
TruWealth Advisors
Louisiana
$309K +$19.3K +195 +7%
FTDI
459
First Trust Direct Indexing
Massachusetts
$308K +$21.9K +222 +8%
KLC
460
Knowledge Leaders Capital
Colorado
$304K -$554K -5,605 -65%
CG
461
Clarus Group
Texas
$304K – – –
FHA
462
Flagship Harbor Advisors
Massachusetts
$303K +$5.44K +55 +2%
NHC
463
Nicholas Hoffman & Company
Georgia
$300K – – –
RWM
464
RBA Wealth Management
California
$298K -$38.5K -390 -11%
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$10.1K +102 +4%
MAM
466
Meeder Asset Management
Ohio
$296K +$51.8K +524 +21%
P
467
Pitcairn
Pennsylvania
$294K -$8.79K -89 -3%
MIM
468
Moseley Investment Management
Florida
$294K – – –
SW
469
SVB Wealth
Massachusetts
$293K +$293K +2,971 New
FA
470
FDx Advisors
Illinois
$292K -$171K -1,725 -37%
NCM
471
Novare Capital Management
North Carolina
$290K – – –
BCP
472
Blue Chip Partners
Michigan
$290K +$1.98K +20 +0.7%
KBFS
473
Kohmann Bosshard Financial Services
Ohio
$289K – – –
CFGS
474
Concourse Financial Group Securities
Alabama
$287K -$8.52K -86 -3%
RA
475
Royce & Associates
New York
$287K – – –
17 18
19
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