RJF icon

Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
451
Tectonic Advisors
Texas
$376K +$28.2K +253 +8%
AAS
452
Avantax Advisory Services
Texas
$373K -$16.1K -144 -4%
BRWA
453
B. Riley Wealth Advisors
Florida
$369K -$157K -1,399 -30%
GLR
454
Great Lakes Retirement
Ohio
$365K -$2.57K -23 -0.7%
First Eagle Investment Management
455
First Eagle Investment Management
New York
$362K – – –
WorldQuant Millennium Advisors
456
WorldQuant Millennium Advisors
New York
$361K – – –
P
457
Pitcairn
Pennsylvania
$348K +$892 +8 +0.3%
DEA
458
DoubleLine ETF Adviser
Florida
$346K +$23.3K +209 +7%
QIM
459
Quantitative Investment Management
Virginia
$346K +$346K +3,107 New
Vontobel Holding
460
Vontobel Holding
Switzerland
$344K – – –
NPFS
461
Novak & Powell Financial Services
Florida
$343K +$343K +3,076 New
SP
462
Stonebrook Private
Michigan
$342K +$342K +3,070 New
SRL
463
Scientech Research LLC
New Jersey
$341K +$341K +3,061 New
QCIG
464
Quad-Cities Investment Group
Iowa
$336K +$1.24K +11 +0.4%
CG
465
Clarus Group
Texas
$335K -$8.36K -75 -2%
PWMAG
466
Pinnacle Wealth Management Advisory Group
New Jersey
$332K +$24.4K +219 +8%
SFA
467
Sequoia Financial Advisors
Ohio
$328K +$328K +2,942 New
DA
468
Duality Advisers
Florida
$326K +$326K +2,927 New
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$326K – – –
AWS
470
Atria Wealth Solutions
New York
$324K +$33.8K +302 +12%
AWM
471
AE Wealth Management
Kansas
$324K +$324K +2,862 New
OAM
472
Ostrum Asset Management
France
$323K +$1.45K +13 +0.5%
FHA
473
Flagship Harbor Advisors
Massachusetts
$319K – – –
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$313K – – –
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$310K +$56.1K +503 +22%
17 18
19
20 21