RJF icon

Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Putnam Investments
Massachusetts
$33.9M +$3.03M +32,458 +10%
AllianceBernstein
52
AllianceBernstein
Tennessee
$33.7M +$2.65M +28,376 +9%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$33.7M +$3.57M +43,001 +12%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$30.4M -$2.66M -28,523 -8%
CS
55
Credit Suisse
Switzerland
$30.2M -$27.1M -290,673 -47%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$30M -$378K -4,051 -1%
RJA
57
Raymond James & Associates
Florida
$28.5M -$1.03M -11,011 -3%
DAM
58
Davis Asset Management
California
$28M – – –
IR
59
IAT Reinsurance
New York
$27.8M – – –
TC
60
TwinBeech Capital
New York
$27.3M +$21.1M +226,640 +345%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$27.2M +$27M +289,377 +14,361%
GT
62
Glenmede Trust
Pennsylvania
$27M +$20.9K +224 +0.1%
Ameriprise
63
Ameriprise
Minnesota
$26.9M +$2.12M +22,773 +9%
Fidelity International
64
Fidelity International
Bermuda
$26.9M -$1.03M -10,996 -4%
National Pension Service
65
National Pension Service
South Korea
$26.9M -$43.1K -468 -0.2%
DDPIC
66
Deroy & Devereaux Private Investment Counsel
Michigan
$26.5M +$123K +1,315 +0.5%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$25.4M -$24.8M -266,182 -49%
UBS Group
68
UBS Group
Switzerland
$24.3M -$7.47M -80,109 -23%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$24.3M -$19.7M -211,639 -45%
MME
70
Meag Munich Ergo
Germany
$24.1M +$3.69M +39,551 +18%
PA
71
Pinnacle Associates
New York
$23.4M -$211K -2,261 -0.9%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$21.9M +$2.33M +25,014 +12%
RG
73
Renaissance Group
Kentucky
$21.9M -$575K -6,170 -3%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$21.3M -$844K -9,046 -4%
AI
75
Advent International
Massachusetts
$21.3M -$13.8M -148,224 -39%
1 2
3
4 5