We are live on ! Find out more
RJF icon

Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B +$6.34M +70,761 +0.3%
BlackRock
2
BlackRock
New York
$1.73B -$77.6M -866,194 -4%
Primecap Management
3
Primecap Management
California
$921M +$86M +960,119 +11%
State Street
4
State Street
Massachusetts
$806M +$25.5M +284,727 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$435M -$76.7M -856,464 -15%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$349M -$40.5M -452,202 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$339M +$30.1M +335,940 +10%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$317M -$154M -1,722,134 -33%
EARNEST Partners
9
EARNEST Partners
Georgia
$297M -$4.55M -50,789 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$290M -$24.2M -269,782 -8%
Bank of America
11
Bank of America
North Carolina
$231M +$728K +8,132 +0.3%
Invesco
12
Invesco
Georgia
$216M +$2.54M +28,402 +1%
APG Asset Management
13
APG Asset Management
Netherlands
$212M +$32.2M +359,872 +16%
BWA
14
Brave Warrior Advisors
New York
$209M -$15.4M -171,652 -7%
Northern Trust
15
Northern Trust
Illinois
$203M +$226K +2,519 +0.1%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$169M +$2.38M +26,587 +1%
Norges Bank
17
Norges Bank
Norway
$162M -$221K -2,468 -0.1%
Legal & General Group
18
Legal & General Group
United Kingdom
$156M +$1.12M +12,511 +0.7%
QCM
19
Quest Capital Management
Texas
$148M -$3.91M -43,654 -3%
CAM
20
Congress Asset Management
Massachusetts
$147M +$1.5M +16,700 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$134M -$2.54M -28,367 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$133M -$2.39M -26,696 -2%
Charles Schwab
23
Charles Schwab
California
$119M +$4.19M +46,808 +4%
SCA
24
Southpoint Capital Advisors
New York
$111M +$40.3M +450,000 +60%
Fisher Asset Management
25
Fisher Asset Management
Washington
$109M +$58.1K +649 +0.1%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.