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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 %
HI
626
Harbour Investments
Wisconsin
$830 -$8.61K -83 -91%
SS
627
Sunbelt Securities
Texas
$730 – – –
2L
628
25 LLC
Missouri
$636 +$636 +6 New
WPA
629
West Paces Advisors
Georgia
$623 – – –
TWP
630
TFO Wealth Partners
Ohio
$519 – – –
GI
631
Gradient Investments
Minnesota
$519 +$519 +5 New
VWM
632
Venturi Wealth Management
Texas
$312 +$312 +3 New
MHR
633
Matthew Hamilton Rosenberg
$311 – – –
CTA
634
Colonial Trust Advisors
South Carolina
$208 – – –
IPW
635
Impact Partnership Wealth
Georgia
$104 +$104 +1 New
Comerica Bank
636
Comerica Bank
Texas
$2 +$2 +367,148 New
Jacobs Levy Equity Management
637
Jacobs Levy Equity Management
New Jersey
– -$42.3M -453,091 Closed
SCA
638
Southpoint Capital Advisors
New York
– -$37.3M -400,000 Closed
TC
639
TwinBeech Capital
New York
– -$27.3M -292,349 Closed
RG
640
Renaissance Group
Kentucky
– -$21.9M -234,859 Closed
AI
641
Advent International
Massachusetts
– -$21.3M -228,528 Closed
MAM
642
Martingale Asset Management
Massachusetts
– -$19.6M -209,913 Closed
Holocene Advisors
643
Holocene Advisors
New York
– -$17.7M -189,459 Closed
CCM
644
Cinctive Capital Management
New York
– -$12.7M -135,673 Closed
N
645
Natixis
France
– -$10.1M -107,871 Closed
BC
646
Brookfield Corp
Ontario, Canada
– -$9.52M -102,066 Closed
Tudor Investment Corp
647
Tudor Investment Corp
Connecticut
– -$6.05M -64,852 Closed
EP
648
Edgestream Partners
New Jersey
– -$5.69M -60,955 Closed
EGM
649
Engineers Gate Manager
New York
– -$4.81M -51,561 Closed
AF
650
Alerus Financial
North Dakota
– -$3.86M -41,347 Closed
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