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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 %
Verition Fund Management
676
Verition Fund Management
Connecticut
– -$302K -3,242 Closed
RWA
677
Redhawk Wealth Advisors
Minnesota
– -$287K -3,078 Closed
PCM
678
Prelude Capital Management
New York
– -$287K -3,073 Closed
NHC
679
Nicholas Hoffman & Company
Georgia
– -$283K -3,033 Closed
VF
680
Virtu Financial
New York
– -$245K -2,625 Closed
MAS
681
Meeder Advisory Services
Ohio
– -$215K -2,309 Closed
BFM
682
Boothbay Fund Management
New York
– -$215K -2,304 Closed
SWM
683
SeaCrest Wealth Management
New York
– -$208K -2,228 Closed
WS
684
Wedbush Securities
California
– -$206K -2,207 Closed
PI
685
PineBridge Investments
New York
– -$205K -2,196 Closed
AP
686
Appleton Partners
Massachusetts
– -$203K -2,175 Closed
BAM
687
Belpointe Asset Management
Nevada
– -$154K -1,656 Closed
ASN
688
Advisory Services Network
Georgia
– -$150K -1,607 Closed
IAIM
689
International Assets Investment Management
Florida
– -$114K -1,218 Closed
KI
690
Kapitalo Investimentos
Brazil
– -$104K -1,116 Closed
AS
691
AM Squared
Hong Kong
– -$103K -1,100 Closed
EI
692
Ellevest Inc
New York
– -$49.2K -528 Closed
TFA
693
Toth Financial Advisory
Virginia
– -$28.4K -305 Closed
AAS
694
Ameritas Advisory Services
Nebraska
– -$28K -300 Closed
IUHSA
695
Itau Unibanco Holding S.A.
Brazil
– -$21.6K -232 Closed
FAM
696
Fred Alger Management
New York
– -$20.8K -223 Closed
ACA
697
Atlas Capital Advisors
Wyoming
– -$19.7K -211 Closed
HFM
698
Harvest Fund Management
China
– -$18K -191 Closed
TWA
699
TCI Wealth Advisors
Arizona
– -$16.2K -174 Closed
RTC
700
Riverview Trust Company
Washington
– -$13.3K -143 Closed
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