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Raymond James Financial
RJF

Overview Fund Activity

559 hedge funds and large institutions have $13.1B invested in Raymond James Financial in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
9.76%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
61
Increased
176
Reduced
211
Closed
44
Calls
$81M
Puts
$24.5M
Net Calls
+$56.5M
Net Calls Change
-$16.3M

Top Buyers

1
Primecap Management
Primecap Management
California
$782M
2
MAM
Martingale Asset Management
Massachusetts
$51.3M
3
Prudential Financial
Prudential Financial
New Jersey
$118M
4
PFM
Premier Fund Managers
United Kingdom
$41.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$48.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$482M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
BWA
Brave Warrior Advisors
New York
$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$447M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$65K -$65.6K -750 -50%
PWA
477
Phoenix Wealth Advisors
North Carolina
$65K – – –
Bessemer Group
478
Bessemer Group
New Jersey
$65K +$2.33K +27 +4%
DA
479
Denali Advisors
California
$65K +$13K +150 +25%
AAM
480
Advisors Asset Management
Colorado
$64K -$34.7K -402 -35%
SOW
481
State of Wyoming
Wyoming
$62K +$62K +716 New
DAM
482
Delta Asset Management
Tennessee
$58K – – –
PCG
483
Private Capital Group
Connecticut
$57K +$5.53K +64 +11%
MFT
484
Moisand Fitzgerald Tamayo
Florida
$54K – – –
PCM
485
Penserra Capital Management
California
$52K +$12.4K +145 +31%
BCA
486
Berman Capital Advisors
Georgia
$49K +$5.28K +62 +12%
SWA
487
SOA Wealth Advisors
New York
$47K +$30.9K +362 +192%
EBA
488
Eagle Bay Advisors
New York
$46K +$46K +519 New
RMC
489
Resources Management Corp
Connecticut
$41K – – –
PA
490
Parallel Advisors
California
$39K +$14.8K +171 +61%
FCA
491
FinTrust Capital Advisors
South Carolina
$36K – – –
SGAM
492
Smith Group Asset Management
Texas
$35K -$6.91K -80 -16%
FRA
493
Front Row Advisors
California
$33K -$88 -1 -0.3%
TC
494
Trust Company
Kansas
$33K – – –
CI
495
CX Institutional
Indiana
$33K +$7.18K +84 +28%
HFM
496
Harvest Fund Management
China
$32K +$32K +375 New
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$86 +1 +0.3%
LJHT
498
Laurie J. Hall Trustee
$30K – – –
HI
499
Harbour Investments
Wisconsin
$28K -$1.04K -12 -4%
BFEC
500
Benjamin F. Edwards & Company
Missouri
$27K – – –
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