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Raymond James Financial

547 hedge funds and large institutions have $12.3B invested in Raymond James Financial in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 198 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
9.63%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
79
Increased
177
Reduced
198
Closed
60
Calls
$87.4M
Puts
$14.6M
Net Calls
+$72.8M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
501
AssetMark Inc
California
$10K
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$10K
Nisa Investment Advisors
503
Nisa Investment Advisors
Missouri
$9.1K
PWMG
504
Prestige Wealth Management Group
New Jersey
$9K
SLF
505
Sun Life Financial
Ontario, Canada
$9K
MGIM
506
M&G Investment Management
United Kingdom
$7.18K +$7.18K +87,597 New
ADIM
507
Alpha DNA Investment Management
Maryland
$7K +$2.44K +32 +53%
CWC
508
Carolinas Wealth Consulting
North Carolina
$7K +$3K +36 +75%
AS
509
Altshuler Shaham
Israel
$7K +$7K +84 New
CFO
510
CVA Family Office
Colorado
$7K +$7K +90 New
MAM
511
Meeder Asset Management
Ohio
$6K -$1.17K -14 -16%
HPC
512
HM Payson & Co
Maine
$6K
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$6K
HCP
514
Hexagon Capital Partners
Arkansas
$6K
LC
515
Lindbrook Capital
California
$6K +$649 +8 +12%
TWA
516
TCI Wealth Advisors
Arizona
$6K +$3.89K +48 +185%
SFS
517
Sowell Financial Services
Arkansas
$5K -$21.4K -240 -81%
AIG
518
American International Group
New York
$4.62K -$117 -1,438 -2%
HWM
519
HighMark Wealth Management
Minnesota
$4K -$6.04K -77 -60%
CCM
520
Copeland Capital Management
Pennsylvania
$4K
MWP
521
Meridian Wealth Partners
Pennsylvania
$4K +$4K +47 New
SCA
522
Stuart Chaussee & Associates
California
$4K +$4K +48 New
CWP
523
Concord Wealth Partners
Virginia
$4K +$4K +51 New
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$3K
BWM
525
BerganKDV Wealth Management
Minnesota
$3K