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T Rowe Price
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Overview Fund Activity

1,114 hedge funds and large institutions have $19.6B invested in T Rowe Price in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 392 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
+70
Holders Change %
+6.7%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
165
Increased
392
Reduced
395
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$214M
2
UBS Group
UBS Group
Switzerland
$253M
3
Marshall Wace
Marshall Wace
United Kingdom
$63.3M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$684M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.06M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.4M
3
Barclays
Barclays
United Kingdom
$57.8M
4
Millennium Management
Millennium Management
New York
$14.1M
5
Bank of America
Bank of America
North Carolina
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
351
Jefferies Financial Group
New York
$2.59M +$1.26M +11,142 +95%
LFS
352
Legacy Financial Strategies
Kansas
$2.52M -$59.7K -526 -2%
CAM
353
Cresset Asset Management
Illinois
$2.52M -$1.24M -10,992 -33%
ASN
354
Advisory Services Network
Georgia
$2.5M +$107K +943 +4%
FCH
355
Freestone Capital Holdings
Washington
$2.47M +$75.3K +666 +3%
LS
356
Leelyn Smith
Illinois
$2.41M +$23.9K +211 +1%
IPW
357
Inlet Private Wealth
Florida
$2.41M -$136K -1,200 -5%
BCM
358
Brown Capital Management
Maryland
$2.4M -$154K -1,363 -6%
MSU
359
Mizuho Securities USA
New York
$2.38M +$749K +6,622 +46%
Public Employees Retirement Association of Colorado
360
Public Employees Retirement Association of Colorado
Colorado
$2.38M -$168K -1,484 -7%
OAC
361
OMERS Administration Corp
Ontario, Canada
$2.38M -$682K -6,030 -22%
BFW
362
Brady Family Wealth
Missouri
$2.35M -$135K -1,197 -5%
P
363
&Partners
Tennessee
$2.31M +$717K +6,255 +45%
TCMP
364
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.31M +$589K +5,205 +34%
OAM
365
Oak Asset Management
California
$2.3M -$3.39K -30 -0.1%
RVM
366
Robinson Value Management
Texas
$2.3M +$2.3M +20,296 New
NEI
367
Northwest & Ethical Investments
Ontario, Canada
$2.28M +$2.28M +20,152 New
MCA
368
MSH Capital Advisors
Arizona
$2.26M +$227K +2,005 +11%
FMI
369
F/M Investments
District of Columbia
$2.25M +$897K +7,928 +66%
RC
370
Roundview Capital
New Jersey
$2.25M -$26.2K -232 -1%
SAM
371
Shell Asset Management
Netherlands
$2.23M -$29.4K -260 -1%
GL
372
GHE LLC
Tennessee
$2.21M -$13.7K -121 -0.6%
EI
373
Ethic Inc
New York
$2.18M -$95.7K -846 -4%
SSA
374
Schonfeld Strategic Advisors
New York
$2.17M +$1.47M +12,979 +210%
Nordea Investment Management
375
Nordea Investment Management
Sweden
$2.15M +$91.9K +808 +4%
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