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T. Rowe Price

635 hedge funds and large institutions have $14.9B invested in T. Rowe Price in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 251 increasing their positions, 241 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $44.8M | Put options by funds: $34.7M

15% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $13.2B → $14.9B (+$1.65B)

4% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 241

0% more funds holding

Funds holding: 633635 (+2)

41% less funds holding in top 10

Funds holding in top 10: 1710 (-7)

Holders
635
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
20.59%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.32%
New
53
Increased
251
Reduced
241
Closed
46
Calls
$44.8M
Puts
$34.7M
Net Calls
+$10.1M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Edge Wealth Management
New York
$22K
IMS
602
Index Management Solutions
Pennsylvania
$22K +$23K +311 New
TSW
603
Thompson Siegel & Walmsley
Virginia
$20K
BC
604
Bartlett & Co
Ohio
$20K +$2K +27 +11%
NES
605
New England Securities
New York
$19K
EFSCE
606
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$6.37K +86 +49%
HR
607
Howe & Rusling
New York
$18K
GG
608
Gofen & Glossberg
Illinois
$16K
SFSIG
609
San Francisco Sentry Investment Group
California
$15K
FHA
610
First Horizon Advisors
Tennessee
$14K
MBT
611
Monroe Bank & Trust
Michigan
$14K
PP
612
Palladium Partners
Virginia
$14K
S
613
SignatureFD
Georgia
$14K
FANJ
614
Financial Architects (New Jersey)
New Jersey
$14K +$14.8K +200 New
M
615
MOTCO
Texas
$12K
FWM
616
Focused Wealth Management
New York
$11K +$11.8K +159 New
Lazard Asset Management
617
Lazard Asset Management
New York
$10K -$12.2K -165 -53%
CGT
618
Capital Guardian Trust
California
$8K
BFEC
619
Benjamin F. Edwards & Company
Missouri
$8K +$74 +1 +0.9%
LWA
620
Lenox Wealth Advisors
New York
$7K -$6.66K -90 -49%
UB
621
UMB Bank
Missouri
$6.08K +$164K +2,219 +3%
HIM
622
Hillsdale Investment Management
Ontario, Canada
$6K -$333K -4,500 -98%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$6K
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$6K
BCI
625
Brinker Capital Investments
Pennsylvania
$6K +$5.92K +80 New