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Raymond James Financial
RJF

Overview Fund Activity

651 hedge funds and large institutions have $15.7B invested in Raymond James Financial in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 240 reducing their positions, and 46 closing their positions.

Holders
651
Holders Change
+13
Holders Change %
+2.04%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
65
Increased
216
Reduced
240
Closed
46
Calls
$69.6M
Puts
$52.5M
Net Calls
+$17.1M
Net Calls Change
+$15M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$126M
2
Goldman Sachs
2
Goldman Sachs
New York
$131M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.16B
4
Millennium Management
4
Millennium Management
New York
$25.1M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$23.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$50.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$676M
3
BlackRock
3
BlackRock
New York
$1.66B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$653M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$126M +$85.3M +849,060 +211%
HA
27
Harfst & Associates
Wyoming
$113M +$60.5K +602 +0.1%
Charles Schwab
28
Charles Schwab
California
$99.8M -$294K -2,929 -0.3%
CAM
29
Congress Asset Management
Massachusetts
$98M -$338K -3,364 -0.3%
Citadel Advisors
30
Citadel Advisors
Florida
$93.3M -$41.2M -410,128 -31%
UBS AM
31
UBS AM
Illinois
$93.2M +$1.98M +19,764 +2%
CVA
32
Ceredex Value Advisors
Florida
$77.5M +$6.12M +60,728 +9%
Amundi
33
Amundi
France
$72.7M +$1.89M +19,054 +3%
Principal Financial Group
34
Principal Financial Group
Iowa
$67.5M -$2.67M -26,610 -4%
SEI Investments
35
SEI Investments
Pennsylvania
$63.8M +$6.8M +67,663 +12%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$63.1M -$1.53M -15,210 -2%
PCM
37
Palisade Capital Management
New Jersey
$59.9M +$410K +4,080 +0.7%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$57.1M -$2.85M -28,347 -5%
PFM
39
Premier Fund Managers
United Kingdom
$53M – – –
Barclays
40
Barclays
United Kingdom
$52.9M +$3.82M +38,048 +8%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$51.4M -$1.33M -13,252 -3%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$50.3M -$92.5M -920,924 -65%
Fisher Asset Management
43
Fisher Asset Management
Washington
$47.8M -$207K -2,064 -0.4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$47.5M +$11.8M +117,672 +33%
Deutsche Bank
45
Deutsche Bank
Germany
$47.3M +$967K +9,626 +2%
Wells Fargo
46
Wells Fargo
California
$46.9M -$2.27M -22,626 -5%
SAM
47
Silvercrest Asset Management
New York
$45.9M +$221K +2,202 +0.5%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$42.4M +$990K +9,860 +2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$39.2M -$760K -7,563 -2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$39.1M +$1.63M +16,241 +4%
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