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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
501
Desjardins Global Asset Management
Quebec, Canada
$190K +$56.6K +546 +43%
HPC
502
HM Payson & Co
Maine
$187K +$18.4K +177 +11%
FHA
503
First Horizon Advisors
Tennessee
$177K +$7.58K +73 +4%
CTC
504
Central Trust Company
Missouri
$175K -$14K -135 -7%
VSQM
505
V-Square Quantitative Management
Illinois
$158K +$158K +1,522 New
PA
506
Parallel Advisors
California
$157K +$66.4K +640 +73%
DRS
507
Deane Retirement Strategies
Louisiana
$156K – – –
UM
508
UniSuper Management
Australia
$145K +$145K +1,400 New
EWM
509
Endurance Wealth Management
Rhode Island
$145K – – –
EBA
510
Eagle Bay Advisors
New York
$145K -$21.5K -207 -13%
Bessemer Group
511
Bessemer Group
New Jersey
$138K -$24.3K -235 -15%
SIM
512
Sentry Investment Management
Wisconsin
$132K – – –
GRP
513
Global Retirement Partners
California
$126K -$1.45K -14 -1%
PA
514
PSI Advisors
Florida
$120K – – –
TCM
515
TD Capital Management
Tennessee
$119K +$39.3K +379 +49%
TF
516
TimeScale Financial
Massachusetts
$117K +$207 +2 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$106K -$4M -38,500 -97%
EWA
518
EverSource Wealth Advisors
Alabama
$98.2K +$9.34K +90 +11%
LC
519
Lindbrook Capital
California
$88.2K +$9.03K +87 +11%
QCG
520
Quadrant Capital Group
Ohio
$87.8K -$30.3K -292 -26%
AP
521
Arlington Partners
Alabama
$86.2K – – –
DIP
522
DT Investment Partners
Pennsylvania
$78.7K – – –
DZ Bank
523
DZ Bank
Germany
$78K +$78K +752 New
CT
524
Cambridge Trust
Massachusetts
$74.4K – – –
DAM
525
Delta Asset Management
Tennessee
$70K – – –
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