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Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Harfst & Associates
Wyoming
$105M +$70.3K +785 +0.1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$105M +$20.1M +223,840 +24%
TAF
28
Tredje AP-fonden
Sweden
$102M -$299M -3,342,469 -33%
Goldman Sachs
29
Goldman Sachs
New York
$101M +$30.2M +336,933 +45%
Prudential Financial
30
Prudential Financial
New Jersey
$88.4M -$36M -402,124 -30%
UBS AM
31
UBS AM
Illinois
$86.8M +$283K +3,163 +0.3%
Citadel Advisors
32
Citadel Advisors
Florida
$77.4M -$8.22M -91,768 -10%
CVA
33
Ceredex Value Advisors
Florida
$76.7M -$15.8M -176,475 -18%
AI
34
Advent International
Massachusetts
$74.7M
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$74.3M +$8.83M +98,552 +14%
Principal Financial Group
36
Principal Financial Group
Iowa
$69.3M -$15.4M -172,044 -19%
N
37
Nuveen
North Carolina
$60.8M -$4.45M -49,708 -7%
Morgan Stanley
38
Morgan Stanley
New York
$58.9M -$9.24M -103,111 -14%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$58.1M +$6.25M +69,741 +12%
PCM
40
Palisade Capital Management
New Jersey
$57.6M +$3.39M +37,895 +6%
PPA
41
Parametric Portfolio Associates
Washington
$56.2M +$3.15M +35,135 +6%
PI
42
PineBridge Investments
New York
$55.6M +$36.5M +407,971 +210%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$55M -$2.28M -25,503 -4%
Deutsche Bank
44
Deutsche Bank
Germany
$54.2M +$196K +2,187 +0.4%
Wells Fargo
45
Wells Fargo
California
$53.2M -$10.9M -121,304 -17%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$52M +$22.6M +252,325 +81%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$50.8M +$271K +3,026 +0.6%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$49.8M -$2.49M -27,842 -5%
MAM
49
Martingale Asset Management
Massachusetts
$47M -$7.37M -82,240 -14%
Macquarie Group
50
Macquarie Group
Australia
$45.6M -$1.48M -16,490 -3%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.