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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.4M
2
SCA
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
Citadel Advisors
Florida
$44.2M
5
BlackRock
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
451
Prelude Capital Management
New York
$287K +$287K +3,073 New
NA
452
Navellier & Associates
Nevada
$285K +$15.6K +167 +6%
NHC
453
Nicholas Hoffman & Company
Georgia
$283K – – –
AWS
454
Atria Wealth Solutions
New York
$283K +$6.65K +71 +2%
FB
455
Fulton Bank
Pennsylvania
$279K +$1.21K +13 +0.4%
MCC
456
Malaga Cove Capital
California
$279K +$93.6K +1,004 +51%
DWM
457
Dakota Wealth Management
Florida
$274K – – –
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K -$46.2K -495 -14%
NCM
459
Novare Capital Management
North Carolina
$273K – – –
KBFS
460
Kohmann Bosshard Financial Services
Ohio
$273K – – –
OAM
461
Ostrum Asset Management
France
$270K +$270K +2,898 New
FHA
462
Flagship Harbor Advisors
Massachusetts
$267K -$19.3K -207 -7%
CFGS
463
Concourse Financial Group Securities
Alabama
$261K +$3K +32 +1%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$261K -$50.9K -546 -16%
P
465
Pitcairn
Pennsylvania
$260K -$5.78K -62 -2%
MIM
466
Moseley Investment Management
Florida
$256K -$2.8K -30 -1%
FTDI
467
First Trust Direct Indexing
Massachusetts
$255K -$67K -718 -21%
EWM
468
Evercore Wealth Management
New York
$254K – – –
CA
469
Calton & Associates
Florida
$253K – – –
VAS
470
Vestmark Advisory Solutions
Massachusetts
$252K +$25.9K +278 +11%
MIM
471
MTM Investment Management
South Carolina
$252K – – –
VCG
472
Vantage Consulting Group
Virginia
$251K +$40.3K +432 +19%
SA
473
Syntax Advisors
New York
$251K +$40.3K +432 +19%
Cerity Partners
474
Cerity Partners
New York
$250K -$45.1K -485 -15%
IAIM
475
Industrial Alliance Investment Management
Quebec, Canada
$250K -$3.96M -42,420 -94%
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