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T. Rowe Price

1,117 hedge funds and large institutions have $32.2B invested in T. Rowe Price in 2021 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 410 increasing their positions, 389 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 43

4% more funds holding

Funds holding: 1,0751,117 (+42)

5% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 389

0.01% less ownership

Funds ownership: 72.24%72.23% (-0.01%)

1% less capital invested

Capital invested by funds: $32.4B → $32.2B (-$203M)

3% less call options, than puts

Call options by funds: $154M | Put options by funds: $159M

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

Holders
1,117
Holders Change
+42
Holders Change %
+3.91%
% of All Funds
19.56%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.56%
New
101
Increased
410
Reduced
389
Closed
43
Calls
$154M
Puts
$159M
Net Calls
-$4.68M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$235M -$5.81M -27,573 -2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$221M -$7.64M -36,278 -3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$213M +$75.3M +357,610 +49%
PPA
29
Parametric Portfolio Associates
Washington
$197M +$5.2M +24,685 +3%
N
30
Nuveen
North Carolina
$183M -$23.5M -111,622 -11%
Deutsche Bank
31
Deutsche Bank
Germany
$174M +$8.17M +38,818 +5%
MCM
32
Marathon Capital Management
Maryland
$172M -$3.11M -14,745 -2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$164M -$2.84M -13,463 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$157M +$13.2M +62,780 +9%
AQR Capital Management
35
AQR Capital Management
Connecticut
$144M -$2.85M -13,532 -2%
ProShare Advisors
36
ProShare Advisors
Maryland
$144M -$10.3M -49,134 -6%
Barclays
37
Barclays
United Kingdom
$144M +$48.5M +230,437 +46%
SIM
38
Sprucegrove Investment Management
Ontario, Canada
$138M +$4.99M +23,700 +3%
CS
39
Credit Suisse
Switzerland
$130M +$7.11M +33,769 +5%
Brown Advisory
40
Brown Advisory
Maryland
$123M +$1.27M +6,037 +1%
BTW
41
Boston Trust Walden
Massachusetts
$123M -$1.87M -8,887 -1%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$122M -$216M -1,027,544 -62%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$118M +$4.92M +23,385 +4%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$111M -$64.2M -304,655 -35%
UBS Group
45
UBS Group
Switzerland
$110M -$5.1M -24,197 -4%
SEI Investments
46
SEI Investments
Pennsylvania
$106M +$60.8M +288,770 +115%
EIP
47
Epoch Investment Partners
New York
$106M +$1.77M +8,395 +2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$99.6M -$230K -1,092 -0.2%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$93.4M +$15.7M +74,665 +19%
EVM
50
Eaton Vance Management
Massachusetts
$93.3M -$3.09M -14,693 -3%

TROW Hedge Fund Activity: Q3 2021 in Review

1,117 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q3 2021, worth a combined $32.2B — down 0.63% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new TROW positions and 43 closed out — a net gain of 58 holders — while 410 added to existing stakes and 389 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $164M. The largest seller was Capital World Investors, exiting entirely with an estimated $260M sold.

  • 1,117 institutional investors held T. Rowe Price (TROW) as of Q3 2021, up from 1,075 in Q2 2021.
  • Funds reported $32.2B of T. Rowe Price stock for Q3 2021, down 0.63% quarter-over-quarter.
  • 101 funds opened new T. Rowe Price positions in Q3 2021 and 43 closed out, a net change of +58 holders.
  • The largest T. Rowe Price buyer in Q3 2021 was First Trust Advisors, an estimated $164M added.
  • The largest T. Rowe Price seller in Q3 2021 was Capital World Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2021.