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T Rowe Price

1,006 hedge funds and large institutions have $19.7B invested in T Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 445 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
445
Reduced
326
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
UHC
526
Union Heritage Capital
Michigan
$790K -$339K -3,000 -30%
LCM
527
LVM Capital Management
Michigan
$790K +$790K +6,994 New
RI
528
Ridgewood Investments
New Jersey
$788K -$14.3K -127 -2%
SIA
529
Sit Investment Associates
Minnesota
$785K
MWM
530
Mission Wealth Management
California
$781K +$50.5K +447 +7%
ACS
531
Archford Capital Strategies
Illinois
$780K +$93.8K +856 +14%
TA
532
TCM Advisors
West Virginia
$779K -$742K
IRC
533
Investors Research Corp
Georgia
$775K
BBVA
534
Banco Bilbao Vizcaya Argentaria
Spain
$772K +$143K +1,265 +23%
SC
535
SouthState Corp
Florida
$770K -$2.26K -20 -0.3%
RWA
536
River Wealth Advisors
Pennsylvania
$768K -$2.82K -25 -0.4%
AIM
537
Anchor Investment Management
South Carolina
$764K +$102K +904 +15%
Wealth Enhancement Advisory Services
538
Wealth Enhancement Advisory Services
Minnesota
$760K +$760K +6,733 New
CIA
539
Cascade Investment Advisors
Oregon
$759K -$9.03K -80 -1%
GIA
540
Gateway Investment Advisers
Ohio
$758K -$69.8K -618 -8%
RFC
541
Regions Financial Corp
Alabama
$758K -$139K -1,228 -15%
EP
542
Edgestream Partners
New Jersey
$753K +$753K +6,672 New
PWMAG
543
Pinnacle Wealth Management Advisory Group
New Jersey
$752K +$43.2K +383 +6%
FHB
544
First Hawaiian Bank
Hawaii
$739K +$739K +6,545 New
VF
545
Virtu Financial
New York
$736K -$1.26M -11,182 -63%
VIG
546
Vienna Insurance Group
Poland
$726K +$726K +6,428 New
JFG
547
Jefferies Financial Group
New York
$723K +$723K +6,400 New
MPPLM
548
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$721K +$30.3K +268 +4%
KWM
549
Kingsview Wealth Management
Oregon
$718K +$360K +3,193 +101%
TSS
550
Two Sigma Securities
New York
$714K +$176K +1,555 +33%