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Raymond James Financial
RJF

Overview Fund Activity

696 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 211 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+34
Holders Change %
+5.14%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.23%
New
105
Increased
211
Reduced
269
Closed
55
Calls
$64.1M
Puts
$69.3M
Net Calls
-$5.25M
Net Calls Change
-$580K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$345M
2
First Trust Advisors
First Trust Advisors
Illinois
+$177M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M
4
Morgan Stanley
Morgan Stanley
New York
+$63.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$54.4M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$135M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$102M
3
SCA
Southpoint Capital Advisors
New York
-$85.5M
4
BlackRock
BlackRock
New York
-$62.3M
5
Primecap Management
Primecap Management
California
-$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
451
Kestra Private Wealth Services
Texas
$380K -$109K -1,023 -22%
PRC
452
Pearl River Capital
Michigan
$373K +$37.9K +355 +11%
FTDI
453
First Trust Direct Indexing
Massachusetts
$369K +$35.7K +334 +11%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K +$45K +421 +14%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$365K +$10.7K +100 +3%
TSS
456
Two Sigma Securities
New York
$364K +$364K +3,403 New
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$358K -$534 -5 -0.1%
Lazard Asset Management
458
Lazard Asset Management
New York
$345K +$345K +3,239 New
TPM
459
Triasima Portfolio Management
Quebec, Canada
$341K +$341K +3,195 New
Cerity Partners
460
Cerity Partners
New York
$340K +$71.5K +668 +27%
QIM
461
Quantitative Investment Management
Virginia
$336K +$336K +3,151 New
BFG
462
Bleakley Financial Group
New Jersey
$333K +$333K +3,115 New
AAS
463
Avantax Advisory Services
Texas
$329K +$24.3K +227 +8%
CG
464
Clarus Group
Texas
$329K – – –
Vontobel Holding
465
Vontobel Holding
Switzerland
$328K +$53.3K +502 +19%
KLC
466
Knowledge Leaders Capital
Colorado
$328K -$1.07K -10 -0.3%
FHA
467
Flagship Harbor Advisors
Massachusetts
$328K – – –
NHC
468
Nicholas Hoffman & Company
Georgia
$324K – – –
BTI
469
Blue Trust Inc
Georgia
$322K +$149K +1,508 +86%
NIMI
470
Natixis Investment Managers International
France
$322K +$30.5K +285 +10%
SF
471
Synovus Financial
Georgia
$321K +$321K +3,006 New
SPA
472
Sherbrooke Park Advisers
New York
$321K +$321K +3,000 New
SCA
473
Snowden Capital Advisors
New York
$320K -$69.5K -650 -18%
FB
474
Fulton Bank
Pennsylvania
$319K -$36.1K -338 -10%
AWS
475
Atria Wealth Solutions
New York
$316K -$207K -1,927 -40%
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