RJF icon

Raymond James Financial
RJF

Overview Fund Activity

575 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 247 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+16
Holders Change %
+2.86%
% of All Funds
10.1%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
198
Reduced
247
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$921M
2
SCA
2
Southpoint Capital Advisors
New York
$111M
3
PI
3
PineBridge Investments
New York
$55.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$101M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$339M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$317M
2
BlackRock
2
BlackRock
New York
$1.73B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$435M
4
TAF
4
Tredje AP-fonden
Sweden
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
526
Parkside Financial Bank & Trust
Missouri
$19K -$1.58K -17 -8%
GAM
527
Gemmer Asset Management
California
$19K -$90 -1 -0.5%
MA
528
MUFG Americas
New York
$18K +$18K +197 New
VNA
529
Valley National Advisers
Pennsylvania
$16K -$93 -1 -0.6%
LWA
530
Lenox Wealth Advisors
New York
$14K – – –
FMP
531
Financial Management Professionals
Texas
$14K – – –
Jones Financial Companies
532
Jones Financial Companies
Missouri
$12K – – –
MAM
533
Meeder Asset Management
Ohio
$11K -$11.2K -118 -50%
AssetMark Inc
534
AssetMark Inc
California
$11K – – –
Nisa Investment Advisors
535
Nisa Investment Advisors
Missouri
$10.8K -$4.37K -47,364 -29%
PWMG
536
Prestige Wealth Management Group
New Jersey
$10K – – –
TWA
537
TCI Wealth Advisors
Arizona
$10K +$3.33K +37 +50%
VCM
538
Vigilant Capital Management
Maine
$10K +$10K +113 New
BIA
539
Bell Investment Advisors
California
$9K +$9K +100 New
HCP
540
Hexagon Capital Partners
Arkansas
$8K -$94 -1 -1%
MGIM
541
M&G Investment Management
United Kingdom
$7.98K +$9 +100 +0.1%
LC
542
Lindbrook Capital
California
$7K -$96 -1 -1%
GWMIA
543
Global Wealth Management Investment Advisory
Florida
$7K – – –
CWC
544
Carolinas Wealth Consulting
North Carolina
$7K – – –
HPC
545
HM Payson & Co
Maine
$7K – – –
JWM
546
Janiczek Wealth Management
Colorado
$7K +$7K +75 New
GPA
547
Guidance Point Advisors
Massachusetts
$7K +$7K +81 New
LWM
548
Liberty Wealth Management
California
$6K +$3K +32 +100%
FPS
549
Fieldpoint Private Securities
Connecticut
$6K +$3.43K +40 +133%
AF
550
Allworth Financial
California
$6K +$6K +60 New
20 21
22
23 24