TROW icon

T Rowe Price

1,049 hedge funds and large institutions have $18.1B invested in T Rowe Price in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 301 increasing their positions, 487 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+39
Holders Change %
+3.86%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
131
Increased
301
Reduced
487
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
351
Roundview Capital
New Jersey
$2.31M -$93.9K -872 -4%
OAM
352
Occidental Asset Management
California
$2.29M +$303K +2,815 +15%
BFW
353
Brady Family Wealth
Missouri
$2.28M -$65.6K -609 -3%
BCM
354
Birch Capital Management
Texas
$2.26M -$715K -6,637 -24%
FC
355
FORA Capital
Florida
$2.25M +$2.25M +20,855 New
SMDAM
356
Sumitomo Mitsui DS Asset Management
Japan
$2.22M
Daiwa Securities Group
357
Daiwa Securities Group
Japan
$2.17M +$118K +1,094 +6%
ASN
358
Advisory Services Network
Georgia
$2.16M +$30.7K +285 +1%
EI
359
Ethic Inc
New York
$2.12M +$252K +2,344 +13%
Lido Advisors
360
Lido Advisors
California
$2.12M -$196K -1,821 -8%
EMPI
361
Elo Mutual Pension Insurance
Finland
$2.11M +$89.7K +833 +4%
AFA
362
Abacus FCF Advisors
Florida
$2.1M +$1.13M +10,459 +116%
LIM
363
Loudon Investment Management
New Hampshire
$2.1M -$517K -4,800 -20%
LFS
364
Legacy Financial Strategies
Kansas
$2.09M -$30.3K -281 -1%
HCA
365
Horan Capital Advisors
Ohio
$2.09M -$55.5K -515 -3%
TRSOTSOK
366
Teachers Retirement System of the State of Kentucky
Kentucky
$2.09M -$94.5K -878 -4%
CBC
367
Coombe, Bender & Co
New York
$2.07M -$651K -6,049 -24%
BIM
368
Barton Investment Management
Pennsylvania
$2.06M -$16.2K -150 -0.8%
FCH
369
Freestone Capital Holdings
Washington
$2.04M -$69.4K -644 -3%
GL
370
GHE LLC
Tennessee
$2.04M +$25K +232 +1%
GIBU
371
Gulf International Bank (UK)
United Kingdom
$2M -$235K -2,179 -10%
SPIA
372
Steward Partners Investment Advisory
New York
$1.98M -$83.2K -773 -4%
QCM
373
Qsemble Capital Management
New York
$1.97M +$1.97M +18,277 New
MCA
374
MSH Capital Advisors
Arizona
$1.95M -$3.45K -32 -0.2%
CAN
375
Cetera Advisor Networks
California
$1.93M -$1.8M -16,716 -48%