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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 %
SIA
501
Schechter Investment Advisors
Michigan
$215K -$2.71K -27 -1%
RCAG
502
Rehmann Capital Advisory Group
Michigan
$213K +$4.22K +42 +2%
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$212K – – –
CCM
504
Coldstream Capital Management
Washington
$210K +$1K +10 +0.5%
LCM
505
Laurion Capital Management
New York
$208K +$208K +2,073 New
PCM
506
Penserra Capital Management
California
$207K -$13.5K -135 -6%
CI
507
Cigna Investments
Connecticut
$206K -$26.8K -267 -12%
SW
508
SVB Wealth
Massachusetts
$206K +$10.8K +108 +6%
IWC
509
Integrated Wealth Concepts
Massachusetts
$204K -$26K -259 -11%
PCS
510
Personal CFO Solutions
New Jersey
$204K +$3.92K +39 +2%
EF
511
Empowered Funds
Pennsylvania
$201K +$201K +2,001 New
AMCA
512
Arthur M. Cohen & Associates
Illinois
$201K – – –
OMC
513
Old Mission Capital
Illinois
$200K +$200K +1,993 New
EBA
514
Eagle Bay Advisors
New York
$198K +$57.7K +575 +41%
AGWCA
515
Annis Gardner Whiting Capital Advisors
Florida
$182K +$182K +1,800 New
CTC
516
Central Trust Company
Missouri
$178K +$8.24K +82 +5%
Credit Agricole
517
Credit Agricole
France
$178K +$178K +1,768 New
Robeco Institutional Asset Management
518
Robeco Institutional Asset Management
Netherlands
$175K -$940K -9,357 -84%
FHA
519
First Horizon Advisors
Tennessee
$172K +$703 +7 +0.4%
HPC
520
HM Payson & Co
Maine
$171K -$10K -100 -6%
PA
521
Parallel Advisors
California
$160K +$7.94K +79 +5%
PPWM
522
PFG Private Wealth Management
Florida
$153K -$34.8K -347 -19%
DRS
523
Deane Retirement Strategies
Louisiana
$151K – – –
Bessemer Group
524
Bessemer Group
New Jersey
$150K +$15.8K +157 +12%
UM
525
UniSuper Management
Australia
$141K – – –
19 20
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