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T. Rowe Price

851 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2017 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 252 increasing their positions, 313 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 47

17% more capital invested

Capital invested by funds: $16.1B → $18.8B (+$2.7B)

11% more funds holding

Funds holding: 766851 (+85)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

0.07% more ownership

Funds ownership: 73.86%73.92% (+0.07%)

19% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 313

49% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $84.7M

Holders
851
Holders Change
+85
Holders Change %
+11.1%
% of All Funds
19.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.59%
New
139
Increased
252
Reduced
313
Closed
47
Calls
$42.8M
Puts
$84.7M
Net Calls
-$41.9M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
551
Whittier Trust
California
$545K -$5.85K -60 -1%
QC
552
Quadrature Capital
United Kingdom
$543K +$505K +5,174 New
NB
553
Nicolet Bankshares
Wisconsin
$541K +$22.9K +235 +5%
CAM
554
Cypress Asset Management
Texas
$538K -$9.75K -100 -2%
Creative Planning
555
Creative Planning
Kansas
$536K -$110K -1,130 -18%
MA
556
Mutual Advisors
Nebraska
$527K +$490K +5,025 New
RA
557
RFG Advisory
Alabama
$521K -$17.6K -180 -4%
AR
558
Advisory Research
Illinois
$514K -$927K -9,510 -66%
CIA
559
Choate Investment Advisors
Massachusetts
$507K
GLA
560
Good Life Advisors
Pennsylvania
$505K -$2.63K -27 -0.6%
DP
561
Dearborn Partners
Illinois
$505K
VCAM
562
Van Cleef Asset Management
Ohio
$503K -$36.1K -370 -7%
CPA
563
Court Place Advisors
Maryland
$494K
CFMC
564
Curbstone Financial Management Corp
New Hampshire
$489K -$477K -4,896 -51%
VFA
565
Valeo Financial Advisors
Indiana
$487K +$41.9K +430 +10%
ECM
566
Everence Capital Management
Indiana
$483K +$449K +4,600 New
QI
567
QS Investors
New York
$482K
WS
568
Wedbush Securities
California
$474K -$18.4K -189 -4%
VAM
569
Verity Asset Management
North Carolina
$473K -$132K -1,349 -23%
MIFH
570
Migdal Insurance & Financial Holdings
Israel
$469K -$60.2K -617 -12%
GP
571
Girard Partners
Pennsylvania
$467K -$67.7K -694 -13%
SS
572
Simplicity Solutions
Minnesota
$464K +$18.2K +187 +4%
PIM
573
Provident Investment Management
Michigan
$460K
WA
574
WBH Advisory
Maryland
$458K
FNBT
575
FineMark National Bank & Trust
Florida
$457K -$47.5K -487 -10%