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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$564M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.26B
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
Primecap Management
4
Primecap Management
California
$1.37B
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$22.1M +$220K +1,973 +1%
NC
77
Nicholas Company
Wisconsin
$22.1M – – –
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$20.9M +$1.28M +11,701 +7%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$20.4M -$479K -4,300 -2%
Prudential Financial
80
Prudential Financial
New Jersey
$17.7M -$1.97M -17,895 -10%
BCM
81
Basswood Capital Management
New York
$17.6M +$3.79M +34,007 +28%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$17.3M +$364K +3,257 +2%
American Century Companies
83
American Century Companies
Missouri
$17.1M -$1.36M -12,203 -7%
PC
84
PhiloSmith Capital
Connecticut
$16.9M – – –
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$16.7M +$2.87M +25,768 +21%
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$16.6M +$8.02M +71,906 +93%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.5M +$15.5M +138,868 New
Canada Life
88
Canada Life
Manitoba, Canada
$15.2M -$2.53M -22,760 -14%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$15.2M -$6.59M -59,092 -30%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15M +$567K +5,083 +4%
Royal London Asset Management
91
Royal London Asset Management
United Kingdom
$14.8M -$377K -3,385 -2%
GCM
92
Geneva Capital Management
Wisconsin
$14.3M -$529K -4,742 -4%
CWM
93
CIBC World Markets
New York
$13.9M +$10.6M +94,800 +314%
PIP
94
PB Investment Partners
California
$13.8M -$270K -2,420 -2%
AQR Capital Management
95
AQR Capital Management
Connecticut
$13.7M +$650K +5,829 +5%
Victory Capital Management
96
Victory Capital Management
Texas
$13.6M -$4.14M -37,127 -23%
CWM
97
Congress Wealth Management
Massachusetts
$13.3M +$43.4K +389 +0.3%
NI
98
Nuance Investments
Missouri
$13.1M +$13.1M +117,158 New
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$12.7M -$1.2M -10,794 -9%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$12.5M -$702K -6,297 -5%
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