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Ross Stores

967 hedge funds and large institutions have $41B invested in Ross Stores in 2023 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 318 increasing their positions, 355 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 74

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

23% more capital invested

Capital invested by funds: $33.3B → $41B (+$7.74B)

8% more funds holding

Funds holding: 899967 (+68)

1.52% more ownership

Funds ownership: 86.7%88.22% (+1.5%)

6% less call options, than puts

Call options by funds: $406M | Put options by funds: $430M

10% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 355

Holders
967
Holders Change
+68
Holders Change %
+7.56%
% of All Funds
14.1%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.36%
New
155
Increased
318
Reduced
355
Closed
74
Calls
$406M
Puts
$430M
Net Calls
-$24.1M
Net Calls Change
-$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B +$47.5M +381,790 +1%
BlackRock
2
BlackRock
New York
$3.79B -$35.6M -286,056 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.59B -$581M -4,666,369 -20%
State Street
4
State Street
Massachusetts
$2.02B +$47.3M +379,792 +3%
Primecap Management
5
Primecap Management
California
$1.5B -$13.1M -105,345 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.28B -$120M -959,911 -9%
Morgan Stanley
7
Morgan Stanley
New York
$1.26B +$596M +4,781,608 +111%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.14B -$43.8M -351,591 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.08B +$19.7M +157,834 +2%
Goldman Sachs
10
Goldman Sachs
New York
$864M +$43.8M +351,968 +6%
Bank of America
11
Bank of America
North Carolina
$744M -$15.6M -124,916 -2%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$705M +$1.02M +8,175 +0.2%
Franklin Resources
13
Franklin Resources
California
$683M +$20.1M +161,202 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$656M -$31.3M -251,035 -5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$654M +$74.9M +601,031 +15%
Amundi
16
Amundi
France
$561M -$23.8M -190,802 -4%
Victory Capital Management
17
Victory Capital Management
Texas
$555M -$51.4M -412,556 -9%
MA
18
Marshfield Associates
District of Columbia
$538M +$52.8M +423,585 +12%
Norges Bank
19
Norges Bank
Norway
$523M +$8.51M +68,312 +2%
EIG
20
EdgePoint Investment Group
Ontario, Canada
$515M -$48.2M -386,957 -9%
Northern Trust
21
Northern Trust
Illinois
$478M -$28.2M -226,493 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$416M -$8.82M -70,786 -2%
Barclays
23
Barclays
United Kingdom
$335M +$139M +1,119,132 +86%
Invesco
24
Invesco
Georgia
$331M +$19.9M +159,942 +7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$315M -$8.66M -69,497 -3%

ROST Hedge Fund Activity: Q4 2023 in Review

967 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ross Stores (ROST) for Q4 2023, worth a combined $41B — up 23% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ROST positions and 74 closed out — a net gain of 81 holders — while 318 added to existing stakes and 355 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $596M. The largest seller was T. Rowe Price Associates, cutting an estimated $581M.

  • 967 institutional investors held Ross Stores (ROST) as of Q4 2023, up from 899 in Q3 2023.
  • Funds reported $41B of Ross Stores stock for Q4 2023, up 23% quarter-over-quarter.
  • 155 funds opened new Ross Stores positions in Q4 2023 and 74 closed out, a net change of +81 holders.
  • The largest Ross Stores buyer in Q4 2023 was Morgan Stanley, an estimated $596M added.
  • The largest Ross Stores seller in Q4 2023 was T. Rowe Price Associates, an estimated $581M sold.

Based on aggregated 13F filings for Q4 2023.