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T. Rowe Price

851 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2017 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 252 increasing their positions, 313 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 47

17% more capital invested

Capital invested by funds: $16.1B → $18.8B (+$2.7B)

11% more funds holding

Funds holding: 766851 (+85)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

0.07% more ownership

Funds ownership: 73.86%73.92% (+0.07%)

19% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 313

49% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $84.7M

Holders
851
Holders Change
+85
Holders Change %
+11.1%
% of All Funds
19.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.59%
New
139
Increased
252
Reduced
313
Closed
47
Calls
$42.8M
Puts
$84.7M
Net Calls
-$41.9M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
301
Sequoia Financial Advisors
Ohio
$3.13M -$74.9K -768 -3%
AMI
302
Amica Mutual Insurance
Rhode Island
$3.04M
NIP
303
Nicholas Investment Partners
California
$3.02M -$2.18M -22,333 -44%
CAMG
304
CWA Asset Management Group
Florida
$3.01M +$32.4K +332 +1%
GIM
305
Groesbeck Investment Management
New Jersey
$2.99M +$934K +9,573 +51%
AWP
306
Ascent Wealth Partners
New York
$2.99M +$30.6K +314 +1%
BAS
307
Brown Advisory Securities
Maryland
$2.96M +$162K +1,656 +6%
DWA
308
Douglass Winthrop Advisors
New York
$2.95M -$244K -2,500 -8%
AG
309
Advisor Group
Arizona
$2.95M -$515K -5,281 -16%
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$2.94M +$34K +349 +1%
B
311
BP
United Kingdom
$2.94M
BCM
312
Baltimore Capital Management
Maryland
$2.93M -$618K -6,335 -19%
OAM
313
Oak Asset Management
California
$2.87M +$2.67M +27,374 New
MCP
314
Martin Capital Partners
Oregon
$2.86M +$2.66M +27,258 New
SW
315
SVB Wealth
Massachusetts
$2.83M -$9.75K -100 -0.4%
BP
316
Broadleaf Partners
Ohio
$2.81M +$2.62M +26,819 New
NPT
317
Nixon Peabody Trust
Massachusetts
$2.81M -$3.51K -36 -0.1%
AIC
318
Aurora Investment Counsel
Georgia
$2.8M +$2.6M +26,656 New
LOAMS
319
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.77M +$2.58M +26,403 New
DIA
320
Dean Investment Associates
Ohio
$2.75M -$870K -8,918 -25%
CBOA
321
Commonwealth Bank of Australia
Australia
$2.73M -$67.1K -688 -3%
NSEDCP
322
NJ State Employees Deferred Compensation Plan
New Jersey
$2.73M
FMWA
323
Forvis Mazars Wealth Advisors
Missouri
$2.73M +$13.6K +139 +0.5%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$2.7M
BIM
325
Bridges Investment Management
Nebraska
$2.67M +$44.9K +460 +2%