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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B 23,355,924 +100,037 +0.4%
BlackRock
2
BlackRock
New York
$1.53B 16,424,223 -473,603 -3%
Primecap Management
3
Primecap Management
California
$1.2B 12,836,557 -223,330 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$932M 9,993,550 +1,625,771 +19%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M 9,876,933 +312,384 +3%
State Street
6
State Street
Massachusetts
$744M 7,941,039 -386,280 -5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$641M 6,876,054 +1,448,047 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$374M 4,018,058 +76,385 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$255M 2,734,917 -2,143 -0.1%
Invesco
10
Invesco
Georgia
$209M 2,245,749 +40,295 +2%
BWA
11
Brave Warrior Advisors
New York
$203M 2,176,510 -10,941 -0.5%
Northern Trust
12
Northern Trust
Illinois
$197M 2,109,746 -22,154 -1%
AM
13
AGF Management
Ontario, Canada
$190M 2,033,916 -120,460 -6%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$188M 2,017,428 +2,940 +0.1%
Bank of America
15
Bank of America
North Carolina
$179M 1,917,183 -30,879 -2%
EARNEST Partners
16
EARNEST Partners
Georgia
$176M 1,887,174 +45,320 +2%
Morgan Stanley
17
Morgan Stanley
New York
$174M 1,865,624 -412,648 -18%
Norges Bank
18
Norges Bank
Norway
$173M 1,853,634 -81,459 -4%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$157M 1,678,627 +25,362 +2%
APG Asset Management
20
APG Asset Management
Netherlands
$136M 1,578,472 -216,310 -12%
Legal & General Group
21
Legal & General Group
United Kingdom
$135M 1,444,653 -1,685 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$132M 1,411,535 -51,801 -4%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$125M 1,339,345 +513,985 +62%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$123M 1,317,008 +59,094 +5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$106M 1,141,564 +778,644 +215%
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