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Raymond James Financial
RJF

Overview Fund Activity

709 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, 238 increasing their positions, 238 reducing their positions, and 47 closing their positions.

Holders
709
Holders Change
+59
Holders Change %
+9.08%
% of All Funds
10.4%
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
238
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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.49B 22,297,035 -85,883 -0.4%
BlackRock
2
BlackRock
New York
$1.82B 16,353,105 -128,513 -0.8%
Primecap Management
3
Primecap Management
California
$1.37B 12,317,607 -251,520 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.26B 11,292,272 -277,786 -2%
State Street
5
State Street
Massachusetts
$877M 7,830,969 +152,459 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$718M 6,435,747 -62,263 -1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$564M 5,056,956 -1,676,749 -25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$461M 4,143,766 +86,008 +2%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$395M 3,544,623 -5,615 -0.2%
Morgan Stanley
10
Morgan Stanley
New York
$379M 3,401,050 +1,801,231 +113%
Invesco
11
Invesco
Georgia
$279M 2,499,044 +301,615 +14%
EARNEST Partners
12
EARNEST Partners
Georgia
$260M 2,330,121 +165,096 +8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$241M 2,157,865 +3,080 +0.1%
AM
14
AGF Management
Ontario, Canada
$239M 2,147,825 +120,427 +6%
Norges Bank
15
Norges Bank
Norway
$239M 2,141,974 +45,274 +2%
BWA
16
Brave Warrior Advisors
New York
$238M 2,137,186 -3,521 -0.2%
Northern Trust
17
Northern Trust
Illinois
$222M 1,988,672 -93,926 -5%
Marshall Wace
18
Marshall Wace
United Kingdom
$211M 1,893,674 +641,784 +51%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$204M 1,832,458 +263,687 +17%
Bank of America
20
Bank of America
North Carolina
$194M 1,736,013 -12,090 -0.7%
APG Asset Management
21
APG Asset Management
Netherlands
$168M 1,667,589 +102,918 +7%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$168M 1,505,360 -63,736 -4%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$163M 1,461,329 +23,369 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$151M 1,353,796 -14,970 -1%
Goldman Sachs
25
Goldman Sachs
New York
$142M 1,273,930 -28,472 -2%
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