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Raymond James Financial

533 hedge funds and large institutions have $9.44B invested in Raymond James Financial in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 178 increasing their positions, 175 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $8.99M

241% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 27

30% more capital invested

Capital invested by funds: $7.26B → $9.44B (+$2.18B)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

12% more funds holding

Funds holding: 474533 (+59)

2% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 175

1.07% less ownership

Funds ownership: 113.85%112.78% (-1.1%)

Holders
533
Holders Change
+59
Holders Change %
+12.45%
% of All Funds
9.43%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
92
Increased
178
Reduced
175
Closed
27
Calls
$68.3M
Puts
$8.99M
Net Calls
+$59.3M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.35B -$26.7M -465,966 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25B +$22.9M +399,929 +2%
State Street
3
State Street
Massachusetts
$497M +$10.2M +177,805 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$480M -$21.6M -376,727 -5%
Primecap Management
5
Primecap Management
California
$386M -$12.9M -224,670 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$348M -$17.1M -299,516 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$342M -$21.8M -380,895 -7%
JP Morgan Chase
8
JP Morgan Chase
New York
$264M -$4.56M -79,652 -2%
BWA
9
Brave Warrior Advisors
New York
$197M -$3.33M -58,138 -2%
EARNEST Partners
10
EARNEST Partners
Georgia
$196M +$3.48M +60,757 +2%
Bank of America
11
Bank of America
North Carolina
$193M -$106M -1,852,035 -38%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$190M +$2.97M +51,973 +2%
Northern Trust
13
Northern Trust
Illinois
$143M -$3.92M -68,556 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$117M +$9.25M +161,660 +10%
Invesco
15
Invesco
Georgia
$117M +$36.5M +637,915 +53%
QCM
16
Quest Capital Management
Texas
$112M -$2.24M -39,069 -2%
Norges Bank
17
Norges Bank
Norway
$112M +$2.12M +36,988 +2%
CAM
18
Congress Asset Management
Massachusetts
$108M +$1.28M +22,338 +1%
Legal & General Group
19
Legal & General Group
United Kingdom
$100M +$5.46M +95,388 +6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$94.5M +$1.37M +23,940 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$92.4M -$23.2M -404,465 -22%
Fisher Asset Management
22
Fisher Asset Management
Washington
$85.8M -$1.81M -31,632 -2%
HA
23
Harfst & Associates
Wyoming
$76.4M -$12.3M -214,575 -15%
Charles Schwab
24
Charles Schwab
California
$75.9M +$568K +9,923 +0.8%
Principal Financial Group
25
Principal Financial Group
Iowa
$73.2M +$1.7M +29,688 +3%

RJF Hedge Fund Activity: Q4 2020 in Review

533 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2020, worth a combined $9.44B — up 30% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new RJF positions and 27 closed out — a net gain of 65 holders — while 178 added to existing stakes and 175 trimmed.

The largest buyer was Invesco, adding an estimated $36.5M. The largest seller was Bank of America, cutting an estimated $106M.

  • 533 institutional investors held Raymond James Financial (RJF) as of Q4 2020, up from 474 in Q3 2020.
  • Funds reported $9.44B of Raymond James Financial stock for Q4 2020, up 30% quarter-over-quarter.
  • 92 funds opened new Raymond James Financial positions in Q4 2020 and 27 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2020 was Invesco, an estimated $36.5M added.
  • The largest Raymond James Financial seller in Q4 2020 was Bank of America, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.