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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$370M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.18B
3
Citadel Advisors
Citadel Advisors
Florida
$139M
4
BlackRock
BlackRock
New York
$1.78B
5
CVA
Ceredex Value Advisors
Florida
$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$744M
2
Millennium Management
Millennium Management
New York
$2.19M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$229M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.37B
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
601
SkyView Investment Advisors
New Jersey
$4K +$2K +19 +100%
KFI
602
Key Financial Inc
Pennsylvania
$3.84K +$3.84K +37 New
ME
603
McIlrath & Eck
Washington
$3.38K +$102 +1 +3%
Federated Hermes
604
Federated Hermes
Pennsylvania
$3.32K -$6.97M -67,141 -100%
AWM
605
Abound Wealth Management
Tennessee
$2.91K – – –
DI
606
Disciplined Investments
Oklahoma
$2.7K +$208 +2 +8%
AF
607
Advisornet Financial
Minnesota
$2.59K -$9.44K -91 -78%
Kayne Anderson Rudnick Investment Management
608
Kayne Anderson Rudnick Investment Management
California
$2.49K +$2.49K +24 New
VCM
609
Versant Capital Management
Arizona
$2.28K +$1.97K +19 +633%
GWM
610
Geneos Wealth Management
Colorado
$2.18K – – –
LF
611
Lee Financial
Texas
$1.98K +$1.98K +19 New
MCM
612
Manchester Capital Management
Vermont
$1.97K -$727 -7 -27%
JGIA
613
Jackson Grant Investment Advisers
Connecticut
$1.87K -$26.6K -256 -93%
CMBA
614
C.M. Bidwell & Associates
Hawaii
$1.66K – – –
NSG
615
Nalls Sherbakoff Group
Tennessee
$1.63K – – –
SIC
616
SJS Investment Consulting
Ohio
$1.56K +$727 +7 +88%
JWM
617
Janiczek Wealth Management
Colorado
$1.45K – – –
SWM
618
Spire Wealth Management
Virginia
$1.36K -$88.7K -847 -98%
UFF
619
USA Financial Formulas
Michigan
$1.35K – – –
TFM
620
TFC Financial Management
Massachusetts
$1.25K -$311 -3 -20%
Fuller & Thaler Asset Management
621
Fuller & Thaler Asset Management
California
$1.14K – – –
LFG
622
Larson Financial Group
Missouri
$1.05K – – –
GJIA
623
Glass Jacobson Investment Advisors
Maryland
$1.04K +$1.04K +10 New
BONH
624
Bank of New Hampshire
New Hampshire
$1.04K +$1.04K +10 New
SF
625
Safeguard Financial
Wisconsin
$1K +$1K +9 New
23 24
25
26 27