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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
Marshall Wace
United Kingdom
+$85.3M
2
Goldman Sachs
Goldman Sachs
New York
+$31.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.7M
4
Millennium Management
Millennium Management
New York
+$23M
5
WCA
Waratah Capital Advisors
Ontario, Canada
+$22.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$92.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.4M
3
BlackRock
BlackRock
New York
-$71.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
201
New York Life Investment Management
New York
$3.02M -$59.9K -596 -2%
State of Tennessee, Department of Treasury
202
State of Tennessee, Department of Treasury
Tennessee
$3M -$51.2K -510 -2%
BCI
203
Brinker Capital Investments
Pennsylvania
$2.96M -$106K -1,057 -3%
OPS
204
Orion Portfolio Solutions
Nebraska
$2.96M -$106K -1,057 -3%
FHB
205
First Hawaiian Bank
Hawaii
$2.94M -$1.71K -17 -0.1%
GIS
206
Graphene Investments SAS
France
$2.91M -$221K -2,200 -7%
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$2.88M -$209K -2,080 -7%
CCMINC
208
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.84M +$29.7K +294 +1%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$2.82M +$66.4K +661 +2%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$2.81M -$54.5K -543 -2%
KBC Group
211
KBC Group
Belgium
$2.8M -$1.59M -15,800 -36%
BPFA
212
Barnes Pettey Financial Advisors
Mississippi
$2.7M +$4.12K +41 +0.2%
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$2.65M +$2.65M +26,411 New
MML Investors Services
214
MML Investors Services
Massachusetts
$2.55M +$53.9K +537 +2%
RFC
215
Regions Financial Corp
Alabama
$2.54M -$76.9K -766 -3%
HWAM
216
Hennion & Walsh Asset Management
New Jersey
$2.45M +$841K +8,377 +52%
X
217
Xponance
Pennsylvania
$2.44M +$38.8K +386 +2%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$2.41M -$35.6K -354 -1%
CFFP
219
Center for Financial Planning
Michigan
$2.41M -$21.5K -214 -0.9%
BNP Paribas Asset Management
220
BNP Paribas Asset Management
France
$2.4M +$269K +2,681 +13%
Mariner
221
Mariner
Kansas
$2.39M +$80.1K +798 +3%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$2.37M +$2.37M +23,567 New
DIA
223
Dean Investment Associates
Ohio
$2.3M +$523K +5,205 +29%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$2.28M – – –
TRCT
225
Tower Research Capital (TRC)
New York
$2.28M +$1.47M +14,594 +180%
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