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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 %
JGIA
626
Jackson Grant Investment Advisers
Connecticut
$1.81K – – –
NSG
627
Nalls Sherbakoff Group
Tennessee
$1.81K – – –
CMBA
628
C.M. Bidwell & Associates
Hawaii
$1.61K – – –
BF
629
BOK Financial
Oklahoma
$1.53K -$4.3K -45 -74%
WTA
630
Washington Trust Advisors
Massachusetts
$1.51K +$1.51K +15 New
SWM
631
Spire Wealth Management
Virginia
$1.44K +$103 +1 +8%
SSB
632
Sandy Spring Bank
Maryland
$1.41K +$1.41K +14 New
UFF
633
USA Financial Formulas
Michigan
$1.31K – – –
VWM
634
Venturi Wealth Management
Texas
$1.31K +$1.01K +10 +333%
WAM
635
WFA Asset Management
Wisconsin
$1.31K +$1.31K +13 New
PCTC
636
Perkins Coie Trust Company
Washington
$1.31K +$1.31K +13 New
Fuller & Thaler Asset Management
637
Fuller & Thaler Asset Management
California
$1.11K – – –
BONH
638
Bank of New Hampshire
New Hampshire
$1K – – –
AW
639
Avion Wealth
Texas
$1K +$500 +5 +100%
TFM
640
TFC Financial Management
Massachusetts
$904 -$301 -3 -25%
GJIA
641
Glass Jacobson Investment Advisors
Maryland
$904 -$100 -1 -10%
GI
642
Gradient Investments
Minnesota
$904 +$402 +4 +80%
HI
643
Harbour Investments
Wisconsin
$803 – – –
SS
644
Sunbelt Securities
Texas
$709 – – –
WPA
645
West Paces Advisors
Georgia
$603 – – –
TWP
646
TFO Wealth Partners
Ohio
$519 – – –
JWM
647
Janiczek Wealth Management
Colorado
$503 -$905 -9 -64%
RCM
648
Raleigh Capital Management
North Carolina
$373 +$373 +4 New
FGAM
649
Financial Gravity Asset Management
Texas
$368 -$12.4K -101 -97%
MHR
650
Matthew Hamilton Rosenberg
$301 – – –
24 25
26
27 28