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Raymond James Financial
RJF

Overview Fund Activity

658 hedge funds and large institutions have $17.2B invested in Raymond James Financial in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 241 increasing their positions, 222 reducing their positions, and 50 closing their positions.

Holders
658
Holders Change
+24
Holders Change %
+3.79%
% of All Funds
10.41%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
81
Increased
241
Reduced
222
Closed
50
Calls
$64.6M
Puts
$26.5M
Net Calls
+$38.1M
Net Calls Change
+$2.79M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$619M
2
AII
2
AGF Investments Inc
Ontario, Canada
$177M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$192M
4
Primecap Management
4
Primecap Management
California
$1.28B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$565M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.85B
2
BCPEMI
2
Bain Capital Public Equity Management II
Massachusetts
$0
3
Millennium Management
3
Millennium Management
New York
$4.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$80.2M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
626
Beaird Harris Wealth Management
Texas
$6K +$6K +57 New
CWC
627
Carolinas Wealth Consulting
North Carolina
$5K -$3.33K -32 -40%
CCM
628
Copeland Capital Management
Pennsylvania
$5K – – –
CWM
629
Curi Wealth Management
North Carolina
$5K – – –
FAG
630
Fortitude Advisory Group
Washington
$5K – – –
BWA
631
BDO Wealth Advisors
Florida
$5K +$5K +50 New
BWM
632
BerganKDV Wealth Management
Minnesota
$4K – – –
ME
633
McIlrath & Eck
Washington
$4K – – –
KFP
634
KB Financial Partners
New Jersey
$4K – – –
SC
635
Schubert & Co
Texas
$4K +$757 +7 +23%
MCM
636
Manchester Capital Management
Vermont
$3K – – –
CA
637
Centerpoint Advisors
Massachusetts
$3K – – –
NC
638
NewSquare Capital
Pennsylvania
$3K +$3K +24 New
MCC
639
Money Concepts Capital
Florida
$3K +$3K +27 New
DI
640
Disciplined Investments
Oklahoma
$3K +$3K +28 New
GIA
641
GHP Investment Advisors
Colorado
$3K +$3K +30 New
GKIM
642
GW&K Investment Management
Massachusetts
$3K +$3K +30 New
JWM
643
Janiczek Wealth Management
Colorado
$2K -$8.71K -61 -81%
LC
644
Lindbrook Capital
California
$2K -$5.3K -53 -73%
AFG
645
Albion Financial Group
Utah
$2K -$2K -20 -50%
RG
646
Retirement Group
California
$2K – – –
TFO
647
Tarbox Family Office
California
$2K – – –
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
CMBA
649
C.M. Bidwell & Associates
Hawaii
$2K – – –
NFSG
650
Newbridge Financial Services Group
Florida
$2K +$235 +2 +13%
24 25
26
27 28