RJF icon

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

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
26
Harfst & Associates
Wyoming
$104M -$54.7K -587 -0.1%
Charles Schwab
27
Charles Schwab
California
$93.8M +$565K +6,055 +0.6%
CAM
28
Congress Asset Management
Massachusetts
$92.3M -$87.3K -936 -0.1%
Goldman Sachs
29
Goldman Sachs
New York
$90.2M -$6.16M -66,028 -6%
UBS AM
30
UBS AM
Illinois
$84.7M -$8.43M -90,394 -9%
Millennium Management
31
Millennium Management
New York
$79.6M +$21.3M +228,471 +37%
Principal Financial Group
32
Principal Financial Group
Iowa
$66.9M +$4.17M +44,747 +7%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$61.9M -$384K -4,118 -0.6%
PCM
34
Palisade Capital Management
New Jersey
$54.3M +$375K +4,020 +0.7%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$52.5M +$807K +8,657 +2%
SEI Investments
36
SEI Investments
Pennsylvania
$52.1M +$3.5M +37,492 +7%
PFM
37
Premier Fund Managers
United Kingdom
$48.5M – – –
Amundi
38
Amundi
France
$45.9M -$1.01M -11,257 -2%
Fisher Asset Management
39
Fisher Asset Management
Washington
$45.9M -$9.88M -105,434 -18%
Citadel Advisors
40
Citadel Advisors
Florida
$44.2M -$59.6M -638,920 -57%
Wells Fargo
41
Wells Fargo
California
$44.1M +$8.33M +89,300 +23%
Deutsche Bank
42
Deutsche Bank
Germany
$43.2M -$6.99M -74,897 -14%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$42.3M -$43.7M -468,951 -51%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$37.4M -$5.58M -59,866 -13%
SCA
45
Southpoint Capital Advisors
New York
$37.3M -$83.9M -900,000 -69%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$36.9M +$2.71M +29,140 +8%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$36.9M -$336K -3,603 -0.9%
Macquarie Group
48
Macquarie Group
Australia
$36M -$527K -5,651 -1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$35.7M +$4.96M +53,180 +16%
Barclays
50
Barclays
United Kingdom
$34.6M -$6.33M -67,865 -15%
1
2
3 4 5