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Raymond James Financial
RJF

Overview Fund Activity

559 hedge funds and large institutions have $13.1B invested in Raymond James Financial in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 176 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+12
Holders Change %
+2.19%
% of All Funds
9.76%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
61
Increased
176
Reduced
211
Closed
44
Calls
$81M
Puts
$24.5M
Net Calls
+$56.5M
Net Calls Change
-$16.3M

Top Buyers

1
Primecap Management
Primecap Management
California
$782M
2
MAM
Martingale Asset Management
Massachusetts
$51.3M
3
Prudential Financial
Prudential Financial
New Jersey
$118M
4
PFM
Premier Fund Managers
United Kingdom
$41.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$48.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$482M
2
Holocene Advisors
Holocene Advisors
New York
$0
3
BWA
Brave Warrior Advisors
New York
$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$447M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
526
CVA Family Office
Colorado
$8K – – –
MGIM
527
M&G Investment Management
United Kingdom
$7.51K -$82 -942 -1%
CWC
528
Carolinas Wealth Consulting
North Carolina
$7K -$840 -9 -11%
AS
529
Altshuler Shaham
Israel
$7K -$84 -1 -1%
HCP
530
Hexagon Capital Partners
Arkansas
$7K – – –
HPC
531
HM Payson & Co
Maine
$6K – – –
GWMIA
532
Global Wealth Management Investment Advisory
Florida
$6K – – –
TWA
533
TCI Wealth Advisors
Arizona
$6K – – –
LC
534
Lindbrook Capital
California
$6K – – –
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.98K +47 +392%
First Manhattan
536
First Manhattan
New York
$5K +$5K +62 New
AIG
537
American International Group
New York
$4.86K -$46 -533 -0.9%
CWP
538
Concord Wealth Partners
Virginia
$4K -$533 -6 -12%
CCM
539
Copeland Capital Management
Pennsylvania
$4K – – –
MCM
540
MV Capital Management
Maryland
$4K +$4K +41 New
SSB
541
Sandy Spring Bank
Maryland
$4K +$4K +51 New
KFP
542
KB Financial Partners
New Jersey
$3K – – –
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
BWM
544
BerganKDV Wealth Management
Minnesota
$3K – – –
ME
545
McIlrath & Eck
Washington
$3K – – –
FPS
546
Fieldpoint Private Securities
Connecticut
$3K – – –
LWM
547
Liberty Wealth Management
California
$3K – – –
GWS
548
Glassman Wealth Services
Virginia
$3K +$844 +9 +39%
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TFO
550
Tarbox Family Office
California
$2K – – –
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