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Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Marshall Wace
Marshall Wace
United Kingdom
$211M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$52.7M
4
Invesco
Invesco
Georgia
$279M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.26B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
4
Primecap Management
Primecap Management
California
$1.37B
5
WCA
Waratah Capital Advisors
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
676
Washington Trust Advisors
Massachusetts
$3.31K +$1.65K +15 +100%
AWM
677
Abound Wealth Management
Tennessee
$3.23K +$111 +1 +4%
SIC
678
SJS Investment Consulting
Ohio
$3.01K – – –
ADL
679
Asset Dedication LLC
California
$3K – – –
VCM
680
Versant Capital Management
Arizona
$2.79K +$335 +3 +14%
DPW
681
DiNuzzo Private Wealth
Pennsylvania
$2.79K +$2.79K +25 New
GWM
682
Geneos Wealth Management
Colorado
$2.34K – – –
LF
683
Lee Financial
Texas
$2.13K – – –
PIM
684
Plato Investment Management
Australia
$2.12K +$2.12K +19 New
JGIA
685
Jackson Grant Investment Advisers
Connecticut
$2.01K – – –
NSG
686
Nalls Sherbakoff Group
Tennessee
$2.01K – – –
AW
687
Avion Wealth
Texas
$2K +$667 +5 +50%
HI
688
Harbour Investments
Wisconsin
$1.9K +$1K +9 +113%
CMBA
689
C.M. Bidwell & Associates
Hawaii
$1.78K – – –
DF
690
Dunhill Financial
United Kingdom
$1.59K +$1.59K +14 New
SSB
691
Sandy Spring Bank
Maryland
$1.56K – – –
SWM
692
Spire Wealth Management
Virginia
$1.38K -$231 -2 -14%
Fuller & Thaler Asset Management
693
Fuller & Thaler Asset Management
California
$1.23K – – –
First Manhattan
694
First Manhattan
New York
$1.23K +$1.23K +11 New
LFG
695
Larson Financial Group
Missouri
$1.14K -$1.59K -14 -58%
BONH
696
Bank of New Hampshire
New Hampshire
$1.12K – – –
TFM
697
TFC Financial Management
Massachusetts
$1K – – –
GI
698
Gradient Investments
Minnesota
$1K – – –
WPA
699
West Paces Advisors
Georgia
$1K +$335 +3 +50%
CAL
700
Capital Analysts LLC
Pennsylvania
$1K +$1K +8 New
26 27
28
29 30