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T Rowe Price

1,049 hedge funds and large institutions have $18.1B invested in T Rowe Price in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 301 increasing their positions, 487 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+39
Holders Change %
+3.86%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
131
Increased
301
Reduced
487
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
551
Panagora Asset Management
Massachusetts
$793K -$2.05K -19 -0.3%
CT
552
Coastline Trust
Rhode Island
$790K -$38.8K -360 -5%
WOC
553
West Oak Capital
California
$787K -$39.2K -355 -5%
TCM
554
Tufton Capital Management
Maryland
$784K +$121K +1,125 +18%
LFA
555
Legacy Financial Advisors
Kentucky
$784K +$113K +1,048 +17%
MWP
556
Moller Wealth Partners
$775K
CFM
557
Crawford Fund Management
Massachusetts
$775K +$775K +7,200 New
NIM
558
Nexus Investment Management
Ontario, Canada
$765K
SF
559
Symphony Financial
Texas
$764K +$764K +7,173 New
NMIMC
560
Northwestern Mutual Investment Management Company
Wisconsin
$762K -$646 -6 -0.1%
UHC
561
Union Heritage Capital
Michigan
$754K
1IA
562
1834 Investment Advisors
Wisconsin
$742K +$224K +2,084 +43%
BFS
563
Bradley Foster & Sargent
Connecticut
$722K +$118K +1,096 +20%
CL
564
Choreo LLC
Illinois
$719K +$283K +2,631 +65%
AIM
565
Anchor Investment Management
South Carolina
$719K
RFC
566
Regions Financial Corp
Alabama
$715K +$50.9K +473 +8%
HAG
567
HighPoint Advisor Group
Illinois
$715K +$715K +6,044 New
SB
568
Simmons Bank
Arkansas
$714K +$337K +3,125 +89%
CA
569
Cetera Advisors
Colorado
$707K +$189K +1,759 +37%
Verition Fund Management
570
Verition Fund Management
Connecticut
$705K -$667K -6,191 -49%
FHB
571
First Hawaiian Bank
Hawaii
$704K +$2.59K +24 +0.4%
Nomura Holdings
572
Nomura Holdings
Japan
$691K +$691K +6,413 New
AFC
573
AFT Forsyth & Company
Florida
$684K -$255K -2,365 -27%
SAM
574
Sawgrass Asset Management
Florida
$683K +$144K +1,338 +27%
Credit Agricole
575
Credit Agricole
France
$681K +$454K +4,214 +200%