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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 %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$20M -$750K -6,957 -4%
NC
77
Nicholas Company
Wisconsin
$19.9M -$20.1K -200 -0.1%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$19.7M -$1.87M -18,626 -9%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$19.6M -$3.56M -35,474 -15%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$18.8M -$321K -3,200 -2%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$18M +$1.72M +17,150 +11%
Prudential Financial
82
Prudential Financial
New Jersey
$18M +$372K +3,702 +2%
American Century Companies
83
American Century Companies
Missouri
$16.7M +$3.43M +34,200 +26%
Canada Life
84
Canada Life
Manitoba, Canada
$16.1M +$223K +2,225 +1%
Victory Capital Management
85
Victory Capital Management
Texas
$16M +$5.79M +57,624 +57%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$15.2M -$4.55M -45,250 -23%
PC
87
PhiloSmith Capital
Connecticut
$15.2M – – –
Axa
88
Axa
France
$14M -$327K -3,253 -2%
First Trust Advisors
89
First Trust Advisors
Illinois
$14M +$7.81M +77,769 +126%
Royal London Asset Management
90
Royal London Asset Management
United Kingdom
$13.6M +$2.88M +28,653 +27%
Citigroup
91
Citigroup
New York
$13.5M -$12.1M -120,128 -47%
GCM
92
Geneva Capital Management
Wisconsin
$13.3M -$444K -4,422 -3%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13M -$177K -1,762 -1%
ClearBridge Investments
94
ClearBridge Investments
New York
$12.7M +$12.7M +126,829 New
PIP
95
PB Investment Partners
California
$12.6M – – –
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$12.5M -$370K -3,684 -3%
Allspring Global Investments
97
Allspring Global Investments
North Carolina
$12.5M +$1.22M +12,186 +11%
BCM
98
Basswood Capital Management
New York
$12.4M +$2.01M +20,032 +19%
CWM
99
Congress Wealth Management
Massachusetts
$12M +$49.3K +491 +0.4%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$11.9M +$570K +5,679 +5%
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4
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