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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
1
Marshall Wace
United Kingdom
$126M
2
Goldman Sachs
2
Goldman Sachs
New York
$131M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.16B
4
Millennium Management
4
Millennium Management
New York
$25.1M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$23.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$50.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$676M
3
BlackRock
3
BlackRock
New York
$1.66B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$653M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
C
576
Covestor
United Kingdom
$21K +$7.47K +74 +55%
VNA
577
Valley National Advisers
Pennsylvania
$18K – – –
CWM
578
CarsonAllaria Wealth Management
Illinois
$17.2K +$101 +1 +0.6%
FCT
579
First Community Trust
Iowa
$16.4K – – –
PGAM
580
Princeton Global Asset Management
New Jersey
$14.6K – – –
GWS
581
Glassman Wealth Services
Virginia
$14.2K – – –
NMG
582
New Millennium Group
Utah
$13.3K – – –
LFA
583
LGT Financial Advisors
Texas
$12.5K +$12.5K +124 New
BIA
584
Bell Investment Advisors
California
$12.3K -$2.01K -20 -14%
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$12.2K – – –
ST
586
Smithfield Trust
Pennsylvania
$12K – – –
CPG
587
Cornerstone Planning Group
New Jersey
$11.2K +$100 +1 +0.9%
PWMG
588
Prestige Wealth Management Group
New Jersey
$11.2K – – –
GEA
589
Glen Eagle Advisors
New Jersey
$11K – – –
TWM
590
Tradition Wealth Management
Minnesota
$11K -$2.36K -23 -18%
HCP
591
Hexagon Capital Partners
Arkansas
$9.34K -$603 -6 -6%
MCM
592
MV Capital Management
Maryland
$9.04K +$201 +2 +2%
BG
593
Bollard Group
Massachusetts
$9K – – –
GKIM
594
GW&K Investment Management
Massachusetts
$9K +$307 +3 +4%
BAAM
595
Baker Avenue Asset Management
California
$8.64K – – –
PTC
596
Private Trust Company
Ohio
$8.64K – – –
ITFISA
597
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$8.03K +$8.03K +80 New
SFG
598
Steward Financial Group
Texas
$8K +$8K +80 New
GWMIA
599
Global Wealth Management Investment Advisory
Florida
$7.53K – – –
FDCC
600
Foster Dykema Cabot & Co
Massachusetts
$7K – – –
22 23
24
25 26