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Raymond James Financial
RJF

Overview Fund Activity

634 hedge funds and large institutions have $15.5B invested in Raymond James Financial in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 212 increasing their positions, 214 reducing their positions, and 45 closing their positions.

Holders
634
Holders Change
+59
Holders Change %
+10.26%
% of All Funds
9.79%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
110
Increased
212
Reduced
214
Closed
45
Calls
$51.4M
Puts
$16.1M
Net Calls
+$35.3M
Net Calls Change
-$11.9M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$120M
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$85.5M
3
State Street
3
State Street
Massachusetts
$933M
4
Millennium Management
4
Millennium Management
New York
$55.4M
5
Holocene Advisors
5
Holocene Advisors
New York
$44M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$339M
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$15.7M
4
BlackRock
4
BlackRock
New York
$1.84B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
601
Concord Wealth Partners
Virginia
$6K +$1.85K +20 +44%
AA
602
Addison Advisors
Vermont
$6K +$4.88K +52 +433%
BFC
603
Bedel Financial Consulting
Indiana
$6K +$6K +57 New
SFM
604
Signet Financial Management
New Jersey
$6K +$6K +62 New
SSB
605
Sandy Spring Bank
Maryland
$5K – – –
CCM
606
Copeland Capital Management
Pennsylvania
$5K – – –
MCM
607
MV Capital Management
Maryland
$5K +$490 +5 +11%
CWM
608
Curi Wealth Management
North Carolina
$5K +$5K +51 New
PMFA
609
Plante Moran Financial Advisors
Michigan
$5K +$5K +52 New
KFP
610
KB Financial Partners
New Jersey
$4K +$4K +36 New
JWA
611
JFS Wealth Advisors
Pennsylvania
$4K +$4K +38 New
AFG
612
Albion Financial Group
Utah
$4K +$4K +40 New
FAG
613
Fortitude Advisory Group
Washington
$4K +$4K +42 New
SCA
614
Snowden Capital Advisors
New York
$3K -$241K -2,494 -99%
MCM
615
Manchester Capital Management
Vermont
$3K – – –
BWM
616
Baystate Wealth Management
Massachusetts
$3K – – –
BWM
617
BerganKDV Wealth Management
Minnesota
$3K – – –
ME
618
McIlrath & Eck
Washington
$3K – – –
AF
619
Advisornet Financial
Minnesota
$3K +$3K +25 New
SC
620
Schubert & Co
Texas
$3K +$3K +30 New
CA
621
Centerpoint Advisors
Massachusetts
$3K +$3K +30 New
TFO
622
Tarbox Family Office
California
$2K – – –
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
RG
624
Retirement Group
California
$2K – – –
CMBA
625
C.M. Bidwell & Associates
Hawaii
$2K – – –
23 24
25
26 27