RJF icon

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 %
EI
501
EDMP Inc
Florida
$274K – – –
DWM
502
Darwin Wealth Management
Florida
$273K – – –
EAM
503
Empirical Asset Management
Massachusetts
$273K +$273K +2,446 New
LWAM
504
Legacy Wealth Asset Management
Minnesota
$272K +$2.34K +21 +0.9%
NW
505
NewEdge Wealth
Pennsylvania
$265K +$265K +2,375 New
EF
506
Empowered Funds
Pennsylvania
$263K +$39.7K +356 +18%
VAS
507
Vestmark Advisory Solutions
Massachusetts
$259K +$259K +2,319 New
HIA
508
Harbor Investment Advisory
Maryland
$258K – – –
SDIC
509
South Dakota Investment Council
South Dakota
$256K – – –
MYAM
510
Meiji Yasuda Asset Management
Japan
$254K – – –
TAM
511
Trust Asset Management
Texas
$252K – – –
CNBT
512
Canandaigua National Bank & Trust
New York
$249K -$1.45K -13 -0.6%
PWP
513
Principle Wealth Partners
Connecticut
$248K – – –
BWG
514
Berry Wealth Group
Texas
$247K +$247K +2,214 New
CFGS
515
Concourse Financial Group Securities
Alabama
$246K -$6.27K -56 -2%
VI
516
Versor Investments
New York
$245K +$245K +2,200 New
BTI
517
Blue Trust Inc
Georgia
$245K +$26.9K +268 +12%
LSAG
518
Lake Street Advisors Group
New Hampshire
$245K +$245K +2,185 New
NFG
519
Nations Financial Group
Iowa
$245K – – –
SCM
520
Shelton Capital Management
Colorado
$244K -$18K -161 -7%
VCG
521
Vantage Consulting Group
Virginia
$244K -$14K -126 -5%
AIA
522
Arbor Investment Advisors
North Carolina
$243K – – –
CCA
523
Cadent Capital Advisors
Oklahoma
$243K – – –
AIP
524
Ameritas Investment Partners
Nebraska
$242K – – –
CWS
525
Confluence Wealth Services
Pennsylvania
$240K +$240K +2,156 New
19 20
21
22 23