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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
476
Catalyst Capital Advisors
New York
$308K +$308K +2,760 New
CFO
477
Collective Family Office
Pennsylvania
$305K – – –
NCM
478
Novare Capital Management
North Carolina
$304K – – –
EWM
479
Evercore Wealth Management
New York
$304K – – –
CA
480
Calton & Associates
Florida
$303K +$303K +2,715 New
PA
481
Profund Advisors
Maryland
$302K +$62K +556 +26%
MIM
482
MTM Investment Management
South Carolina
$301K – – –
SP
483
Symmetry Partners
Connecticut
$301K -$106K -936 -26%
DAS
484
Dynamic Advisor Solutions
Arizona
$300K +$26.6K +237 +10%
NIM
485
NEOS Investment Management
Connecticut
$297K +$48.4K +434 +19%
SIC
486
Samalin Investment Counsel
New York
$295K +$6.58K +59 +2%
HI
487
Horizon Investments
North Carolina
$295K -$9.26K -83 -3%
PCS
488
Personal CFO Solutions
New Jersey
$293K +$66.9K +600 +30%
PWP
489
Phillips Wealth Planners
Mississippi
$290K +$1.21K +11 +0.4%
PAG
490
Private Advisor Group
New Jersey
$289K +$289K +2,589 New
Northwestern Mutual Wealth Management
491
Northwestern Mutual Wealth Management
Wisconsin
$286K -$79.8K -716 -22%
CCA
492
Checchi Capital Advisers
California
$286K -$3.12K -28 -1%
SS
493
Simplicity Solutions
Minnesota
$285K +$24.1K +216 +9%
BFG
494
Bleakley Financial Group
New Jersey
$285K +$24.1K +216 +9%
MIM
495
Moseley Investment Management
Florida
$282K -$10.4K -93 -4%
NG
496
Norden Group
Utah
$282K -$111K -997 -28%
BCP
497
Blue Chip Partners
Michigan
$280K +$1.23K +11 +0.4%
AWAU
498
Alliance Wealth Advisors (Utah)
Utah
$277K -$1.34K -12 -0.5%
DWM
499
Drive Wealth Management
Utah
$276K +$16.7K +149 +6%
SIC
500
Salem Investment Counselors
North Carolina
$275K – – –
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