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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 %
CFD
601
Creative Financial Designs
Indiana
$6.63K – – –
QC
602
Quent Capital
New York
$5.52K – – –
CA
603
Clearstead Advisors
Ohio
$5.42K +$5.42K +54 New
TWC
604
TD Waterhouse Canada
Ontario, Canada
$5.1K – – –
CCM
605
Copeland Capital Management
Pennsylvania
$4.92K – – –
CWP
606
Concord Wealth Partners
Virginia
$4.52K – – –
CT
607
Colonial Trust
South Carolina
$4.26K – – –
SWA
608
SOA Wealth Advisors
New York
$4.13K – – –
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$4.02K +$4.02K +40 New
CA
610
Centerpoint Advisors
Massachusetts
$4K – – –
SIA
611
SkyView Investment Advisors
New Jersey
$4K – – –
KFP
612
KB Financial Partners
New Jersey
$4K – – –
KFI
613
Key Financial Inc
Pennsylvania
$3.72K – – –
PP
614
Paloma Partners
Connecticut
$3.42K +$3.42K +34 New
ME
615
McIlrath & Eck
Washington
$3.28K – – –
ADL
616
Asset Dedication LLC
California
$3K +$3K +30 New
AWM
617
Abound Wealth Management
Tennessee
$2.81K – – –
SIC
618
SJS Investment Consulting
Ohio
$2.71K +$1.21K +12 +80%
LFG
619
Larson Financial Group
Missouri
$2.43K +$1.42K +14 +140%
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$2.41K – – –
VCM
621
Versant Capital Management
Arizona
$2.21K – – –
GWM
622
Geneos Wealth Management
Colorado
$2.11K – – –
Jones Financial Companies
623
Jones Financial Companies
Missouri
$2.11K +$2.11K +21 New
LF
624
Lee Financial
Texas
$1.92K – – –
MCM
625
Manchester Capital Management
Vermont
$1.91K – – –
23 24
25
26 27