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T Rowe Price
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Overview Fund Activity

1,048 hedge funds and large institutions have $20B invested in T Rowe Price in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 417 increasing their positions, 371 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
15.19%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
104
Increased
417
Reduced
371
Closed
100
Calls
$261M
Puts
$216M
Net Calls
+$44.6M
Net Calls Change
+$18.8M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$793M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$150M
3
Citadel Advisors
3
Citadel Advisors
Florida
$341M
4
KBC Group
4
KBC Group
Belgium
$65.5M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$39M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$347M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$168K
3
State Street
3
State Street
Massachusetts
$1.77B
4
American Century Companies
4
American Century Companies
Missouri
$293M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
426
Old Point Trust & Financial Services N A
Virginia
$1.58M +$6.1K +50 +0.4%
TCOV
427
Trust Company of Vermont
Vermont
$1.56M -$53.6K -440 -3%
CIC
428
Carnegie Investment Counsel
Ohio
$1.55M -$3.38M -27,752 -69%
CFO
429
Colony Family Offices
North Carolina
$1.54M – – –
DWA
430
Douglass Winthrop Advisors
New York
$1.52M – – –
ACS
431
Archford Capital Strategies
Illinois
$1.52M +$58.6K +481 +4%
JSL
432
JT Stratford LLC
Georgia
$1.51M +$358K +2,940 +31%
MGP
433
Metis Global Partners
California
$1.5M +$107K +875 +8%
Swedbank
434
Swedbank
Sweden
$1.5M +$77.3K +634 +5%
SPC
435
Sigma Planning Corp
Michigan
$1.49M +$904K +7,416 +153%
Credit Agricole
436
Credit Agricole
France
$1.48M +$791K +7,279 +115%
MCWS
437
McKinley Carter Wealth Services
West Virginia
$1.47M +$46.1K +378 +3%
WANY
438
Wealthspire Advisors (New York)
New York
$1.47M -$226K -1,854 -13%
SIA
439
Strategic Investment Advisors
Michigan
$1.46M +$104K +856 +8%
O
440
Ossiam
France
$1.46M +$970K +7,956 +198%
CGH
441
Crossmark Global Holdings
Texas
$1.46M -$5.36K -44 -0.4%
OM
442
OV Management
Minnesota
$1.45M – – –
LT
443
Lindsell Train
United Kingdom
$1.45M – – –
BCI
444
Brinker Capital Investments
Pennsylvania
$1.45M -$223K -1,826 -13%
OPS
445
Orion Portfolio Solutions
Nebraska
$1.45M -$223K -1,826 -13%
PIM
446
Plato Investment Management
Australia
$1.44M +$1.4M +11,489 +3,430%
AWS
447
Atria Wealth Solutions
New York
$1.43M +$370K +3,035 +35%
ACP
448
Aviance Capital Partners
Florida
$1.43M – – –
MJRIC
449
Mogy Joel R Investment Counsel
California
$1.43M -$9.14K -75 -0.6%
HW
450
Hedeker Wealth
Illinois
$1.42M +$13.2K +108 +0.9%
16 17
18
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