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Raymond James Financial
RJF

Overview Fund Activity

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

Top Buyers

1
Primecap Management
Primecap Management
California
$670M
2
APG Asset Management
APG Asset Management
Netherlands
$168M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.71B
4
SCA
Southpoint Capital Advisors
New York
$61.3M
5
CVA
Ceredex Value Advisors
Florida
$56.7M

Top Sellers

1
BlackRock
BlackRock
New York
$1.58B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$359M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$539M
4
Bank of America
Bank of America
North Carolina
$196M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$298M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
526
McIlrath & Eck
Washington
$3K – – –
KFP
527
KB Financial Partners
New Jersey
$3K +$3K +36 New
FPS
528
Fieldpoint Private Securities
Connecticut
$2K – – –
LWM
529
Liberty Wealth Management
California
$2K – – –
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
RG
531
Retirement Group
California
$2K – – –
GWS
532
Glassman Wealth Services
Virginia
$2K +$261 +3 +15%
MCM
533
Manchester Capital Management
Vermont
$1K – – –
TFO
534
Tarbox Family Office
California
$1K – – –
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
EW
536
Evoke Wealth
California
$1K – – –
CMBA
537
C.M. Bidwell & Associates
Hawaii
$1K – – –
TFM
538
TFC Financial Management
Massachusetts
$1K – – –
NFSG
539
Newbridge Financial Services Group
Florida
$1K +$1K +2 New
APWA
540
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +8 New
EP
541
Eudaimonia Partners
Tennessee
$1K +$1K +9 New
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +12 New
Walleye Capital
543
Walleye Capital
New York
$300 -$102 -1,253 -25%
BBHC
544
Brown Brothers Harriman & Co
New York
$2 -$24 -237 -92%
Balyasny Asset Management
545
Balyasny Asset Management
Illinois
– -$30.1M -472,704 Closed
ACL
546
Azora Capital LP
Florida
– -$21.3M -334,178 Closed
Arrowstreet Capital
547
Arrowstreet Capital
Massachusetts
– -$16.8M -264,069 Closed
JG
548
Jefferies Group
New York
– -$3.8M -59,625 Closed
Nomura Holdings
549
Nomura Holdings
Japan
– -$3.69M -57,872 Closed
Canada Pension Plan Investment Board
550
Canada Pension Plan Investment Board
Ontario, Canada
– -$3.04M -47,607 Closed
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