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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 %
DOA
551
D'Orazio & Associates
Virginia
$6K +$6K +66 New
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$5K -$86 -1 -2%
CCM
553
Copeland Capital Management
Pennsylvania
$5K -$102 -1 -2%
SSB
554
Sandy Spring Bank
Maryland
$5K – – –
GWS
555
Glassman Wealth Services
Virginia
$5K +$2.24K +26 +81%
CWP
556
Concord Wealth Partners
Virginia
$4K – – –
MCM
557
MV Capital Management
Maryland
$4K +$435 +5 +12%
SSC
558
Syverson Strege & Co
Iowa
$4K +$4K +39 New
ME
559
McIlrath & Eck
Washington
$3K – – –
BWM
560
BerganKDV Wealth Management
Minnesota
$3K – – –
MCM
561
Manchester Capital Management
Vermont
$3K +$1.71K +16 +133%
RG
562
Retirement Group
California
$2K -$105 -1 -5%
TFO
563
Tarbox Family Office
California
$2K – – –
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
CA
565
Clearstead Advisors
Ohio
$2K +$80 +1 +4%
BC
566
Bartlett & Co
Ohio
$2K +$2K +21 New
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$2K +$2K +22 New
BWM
568
Baystate Wealth Management
Massachusetts
$2K +$2K +27 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$1.94K +$1.94K +21 New
CMBA
570
C.M. Bidwell & Associates
Hawaii
$1K -$63 -1 -6%
EW
571
Evoke Wealth
California
$1K – – –
TFM
572
TFC Financial Management
Massachusetts
$1K – – –
AA
573
Addison Advisors
Vermont
$1K +$1K +12 New
Walleye Capital
574
Walleye Capital
New York
$236 +$236 +2,553 New
BBHC
575
Brown Brothers Harriman & Co
New York
$2 – -1 -5%
21 22
23
24 25