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Raymond James Financial
RJF

Overview Fund Activity

740 hedge funds and large institutions have $18.9B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 281 increasing their positions, 243 reducing their positions, and 48 closing their positions.

Holders
740
Holders Change
+19
Holders Change %
+2.64%
% of All Funds
10.77%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
77
Increased
281
Reduced
243
Closed
48
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$180M
2
UBS AM
2
UBS AM
Illinois
$172M
3
UBS Group
3
UBS Group
Switzerland
$95.5M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$53.5M
5
AM
5
AGF Management
Ontario, Canada
$319M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$501M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.14B
3
BlackRock
3
BlackRock
New York
$1.78B
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$163M +$1.17M +9,485 +0.7%
Legal & General Group
27
Legal & General Group
United Kingdom
$154M +$4.78M +38,683 +3%
HA
28
Harfst & Associates
Wyoming
$139M +$4.57K +37 +0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$132M +$3.43M +27,727 +3%
Charles Schwab
30
Charles Schwab
California
$131M +$1.65M +13,312 +1%
Marshall Wace
31
Marshall Wace
United Kingdom
$121M -$56.4M -456,322 -32%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$113M +$1.96M +15,857 +2%
SEI Investments
33
SEI Investments
Pennsylvania
$112M +$6.5M +52,587 +6%
CAM
34
Congress Asset Management
Massachusetts
$111M -$4.01M -32,417 -3%
UBS Group
35
UBS Group
Switzerland
$95.5M +$57M +461,187 +148%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$89M +$13.3M +107,968 +18%
Amundi
37
Amundi
France
$80.1M -$10.2M -84,604 -11%
Barclays
38
Barclays
United Kingdom
$78.4M +$2.71M +21,961 +4%
Principal Financial Group
39
Principal Financial Group
Iowa
$72.1M -$1.92M -15,540 -3%
Deutsche Bank
40
Deutsche Bank
Germany
$69.1M +$3.59M +29,012 +5%
Franklin Resources
41
Franklin Resources
California
$69.1M +$14.9M +120,206 +27%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$65.7M -$128K -1,039 -0.2%
PCM
43
Palisade Capital Management
New Jersey
$65.1M -$905K -7,322 -1%
Wells Fargo
44
Wells Fargo
California
$64M +$1.47M +11,891 +2%
PFM
45
Premier Fund Managers
United Kingdom
$64M – – –
HSBC Holdings
46
HSBC Holdings
United Kingdom
$63M +$2.65M +21,519 +4%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$57.6M -$4.19M -33,869 -7%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$56.4M +$2.06M +16,670 +4%
Fisher Asset Management
49
Fisher Asset Management
Washington
$54.4M +$2.54M +20,554 +5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$53.5M +$53M +428,825 +10,150%
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