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T Rowe Price
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Overview Fund Activity

1,017 hedge funds and large institutions have $18.9B invested in T Rowe Price in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+20
Holders Change %
+2.01%
% of All Funds
16.41%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.23%
New
125
Increased
378
Reduced
361
Closed
86
Calls
$194M
Puts
$164M
Net Calls
+$30.4M
Net Calls Change
+$36.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$387M
2
Victory Capital Management
Victory Capital Management
Texas
+$205M
3
State Street
State Street
Massachusetts
+$71.9M
4
WP
WMS Partners
Maryland
+$50.2M
5
Charles Schwab
Charles Schwab
California
+$49.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$154M
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$136M
4
Capital World Investors
Capital World Investors
California
-$128M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
476
B. Metzler seel. Sohn & Co
Germany
$1.16M -$178K -1,634 -13%
PCIA
477
Prime Capital Investment Advisors
Kansas
$1.14M +$916K +8,399 +406%
UAS
478
United Asset Strategies
New York
$1.13M +$77.5K +711 +7%
ZIG
479
Zurich Insurance Group
Switzerland
$1.11M – – –
Mercer Global Advisors
480
Mercer Global Advisors
Colorado
$1.11M -$77.2K -708 -6%
HCM
481
Hall Capital Management
Rhode Island
$1.11M -$4.36K -40 -0.4%
SIA
482
Strategic Investment Advisors
Michigan
$1.1M +$152K +1,393 +16%
UHC
483
Union Heritage Capital
Michigan
$1.09M -$327K -3,000 -23%
HCM
484
Highlander Capital Management
New Jersey
$1.09M – – –
WCBA
485
Weaver C. Barksdale & Associates
Tennessee
$1.09M +$27.7K +254 +3%
SWM
486
SFG Wealth Management
Maryland
$1.08M -$58.3K -535 -5%
PFS
487
Physicians Financial Services
North Carolina
$1.07M – – –
CT
488
Coastline Trust
Rhode Island
$1.06M -$72K -660 -6%
YIH
489
Y-Intercept (HK)
Hong Kong
$1.06M +$1.06M +9,678 New
EOJOAM
490
E. Ohman J:or Asset Management
Sweden
$1.05M – – –
LNC
491
Lincoln National Corp
Pennsylvania
$1.05M +$49.3K +452 +5%
PAM
492
Paradigm Asset Management
New York
$1.05M +$872K +8,000 +500%
LT
493
Lindsell Train
United Kingdom
$1.05M – – –
LFAS
494
Level Four Advisory Services
Texas
$1.04M -$111K -1,022 -10%
AIP
495
Ameritas Investment Partners
Nebraska
$1.03M +$96.8K +865 +10%
DWP
496
Daymark Wealth Partners
Ohio
$1.02M +$1.02M +9,353 New
BPA
497
Beacon Pointe Advisors
California
$1.01M +$614K +5,628 +154%
CS
498
Comerica Securities
Michigan
$1.01M +$6.87K +63 +0.7%
AFC
499
AFT Forsyth & Company
Florida
$1.01M -$114K -1,049 -10%
BFG
500
Beacon Financial Group
Texas
$1M +$1.79K +15 +0.2%
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