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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.

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
1
Morgan Stanley
New York
$379M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$211M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$52.7M
4
Invesco
4
Invesco
Georgia
$279M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$204M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$564M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.26B
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
Primecap Management
4
Primecap Management
California
$1.37B
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$137M -$15.4M -137,967 -10%
HA
27
Harfst & Associates
Wyoming
$126M +$38.6K +346 +0%
Charles Schwab
28
Charles Schwab
California
$121M +$9.89M +88,700 +9%
CAM
29
Congress Asset Management
Massachusetts
$104M -$4.47M -40,057 -4%
UBS AM
30
UBS AM
Illinois
$98.8M -$4.68M -41,981 -5%
Citadel Advisors
31
Citadel Advisors
Florida
$92.6M -$11M -98,522 -11%
SEI Investments
32
SEI Investments
Pennsylvania
$90.3M +$19.4M +174,286 +27%
Amundi
33
Amundi
France
$83.2M +$1.88M +16,981 +2%
Principal Financial Group
34
Principal Financial Group
Iowa
$71.6M -$3.38M -30,346 -5%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$69.6M -$524K -4,696 -0.7%
Barclays
36
Barclays
United Kingdom
$66.5M +$7.74M +69,374 +13%
CVA
37
Ceredex Value Advisors
Florida
$65.4M -$20.6M -184,169 -24%
PCM
38
Palisade Capital Management
New Jersey
$63M -$3.55M -31,810 -5%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$61.2M -$2.22M -19,904 -3%
PFM
40
Premier Fund Managers
United Kingdom
$59.3M – – –
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$58.6M +$2.74M +24,591 +5%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$56.1M -$923K -8,280 -2%
Deutsche Bank
43
Deutsche Bank
Germany
$55.3M +$2.81M +25,239 +5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$52.9M +$182K +1,631 +0.3%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$52.7M +$45.6M +408,605 +638%
Wells Fargo
46
Wells Fargo
California
$52M -$90.8K -814 -0.2%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$49.6M +$10M +89,981 +25%
SAM
48
Silvercrest Asset Management
New York
$48M -$2.93M -26,298 -6%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$47.2M +$161K +1,448 +0.3%
Fisher Asset Management
50
Fisher Asset Management
Washington
$47.1M -$5.97M -53,579 -11%
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