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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 %
DGAM
526
Desjardins Global Asset Management
Quebec, Canada
$122K -$61.9K -617 -34%
GRP
527
Global Retirement Partners
California
$121K +$2.53K +26 +2%
PA
528
PSI Advisors
Florida
$116K – – –
SIM
529
Sentry Investment Management
Wisconsin
$110K -$18.5K -183 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
530
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103K – – –
OA
531
Operose Advisors
Wisconsin
$103K +$72.7K +724 +241%
QCG
532
Quadrant Capital Group
Ohio
$101K +$15.7K +156 +18%
SC
533
Steph & Co
Wisconsin
$98K +$77.2K +769 +371%
LC
534
Lindbrook Capital
California
$91.3K +$5.93K +59 +7%
Federated Hermes
535
Federated Hermes
Pennsylvania
$78K +$74.8K +745 +2,328%
SOW
536
State of Wyoming
Wyoming
$77K +$28.1K +280 +57%
DZ Bank
537
DZ Bank
Germany
$75.5K – – –
DIP
538
DT Investment Partners
Pennsylvania
$72.2K – – –
CT
539
Cambridge Trust
Massachusetts
$72K – – –
DAM
540
Delta Asset Management
Tennessee
$67.8K – – –
MFT
541
Moisand Fitzgerald Tamayo
Florida
$60.9K – – –
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$56K +$1.6K +16 +3%
HT
543
Headlands Technologies
Illinois
$52K +$30.3K +302 +140%
CAL
544
Capital Advisors Ltd
Ohio
$52K – – –
AA
545
Alta Advisers
United Kingdom
$50.2K – – –
EWA
546
EverSource Wealth Advisors
Alabama
$50.2K -$44.8K -446 -47%
BFEC
547
Benjamin F. Edwards & Company
Missouri
$50K -$15.8K -156 -24%
FFA
548
Farther Finance Advisors
California
$49K +$301 +3 +0.6%
UB
549
UMB Bank
Missouri
$48.4K -$904 -9 -2%
RMC
550
Resources Management Corp
Connecticut
$47K – – –
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