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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.

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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$50.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$676M
3
BlackRock
BlackRock
New York
$1.66B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$653M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
476
Syntax Advisors
New York
$232K -$24.6K -245 -10%
SDIC
477
South Dakota Investment Council
South Dakota
$231K -$20.1K -200 -8%
MYAM
478
Meiji Yasuda Asset Management
Japan
$229K +$29.1K +290 +15%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$229K -$3.92K -39 -2%
SWA
480
Sutton Wealth Advisors
Florida
$228K – – –
RWM
481
RBA Wealth Management
California
$228K -$21.6K -215 -9%
CFGS
482
Concourse Financial Group Securities
Alabama
$227K -$7.67K -76 -3%
TAM
483
Trust Asset Management
Texas
$227K – – –
CG
484
Corundum Group
Colorado
$226K – – –
CNBT
485
Canandaigua National Bank & Trust
New York
$226K -$6.33K -63 -3%
PTC
486
Petrus Trust Company
Texas
$225K +$225K +2,243 New
BTI
487
Blue Trust Inc
Georgia
$225K +$153K +1,481 +215%
NIM
488
NEOS Investment Management
Connecticut
$224K +$224K +2,229 New
PWP
489
Principle Wealth Partners
Connecticut
$223K – – –
MFS
490
Mirabella Financial Services
United Kingdom
$222K +$222K +2,209 New
DWM
491
Dakota Wealth Management
Florida
$222K -$73.8K -735 -25%
PPC
492
Park Place Capital
Alabama
$221K -$1K -10 -0.5%
LG
493
Leuthold Group
Minnesota
$221K -$4.52K -45 -2%
NFG
494
Nations Financial Group
Iowa
$220K -$17.1K -170 -7%
AIA
495
Arbor Investment Advisors
North Carolina
$219K – – –
CCA
496
Cadent Capital Advisors
Oklahoma
$218K – – –
AIP
497
Ameritas Investment Partners
Nebraska
$218K -$21.6K -215 -9%
PA
498
Profund Advisors
Maryland
$217K -$16.5K -164 -7%
RWP
499
Revolve Wealth Partners
New Jersey
$215K +$215K +2,145 New
CAG
500
Crestwood Advisors Group
Massachusetts
$215K +$215K +2,142 New
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