We are live on ! Find out more
TROW icon

T. Rowe Price

691 hedge funds and large institutions have $12.3B invested in T. Rowe Price in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 264 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

4% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 264

4% less funds holding

Funds holding: 722691 (-31)

12% less capital invested

Capital invested by funds: $14B → $12.3B (-$1.69B)

31% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 87

36% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $56.3M

Holders
691
Holders Change
-31
Holders Change %
-4.29%
% of All Funds
19.3%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
254
Reduced
264
Closed
87
Calls
$35.8M
Puts
$56.3M
Net Calls
-$20.5M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
601
Mercer Capital Advisers
New Jersey
$153K
NSIM
602
North Star Investment Management
Illinois
$147K +$137K +1,850 +685%
FA
603
Financial Advantage
Maryland
$145K
DSC
604
Duncker Streett & Co
Missouri
$137K +$11.1K +150 +8%
BEAM
605
Baker Ellis Asset Management
Washington
$136K
W
606
Wealthfront
California
$132K +$67K +904 +91%
DIA
607
Davidson Investment Advisors
Montana
$130K +$79.6K +1,075 +134%
PAIA
608
Park Avenue Institutional Advisers
New York
$118K -$4K -54 -3%
AP
609
Advisors Preferred
Maryland
$113K +$121K +1,628 New
GLI
610
Guardian Life Insurance
New York
$104K +$25.8K +348 +30%
WA
611
WFG Advisors
Texas
$102K +$108K +1,463 New
OAM
612
Orinda Asset Management
California
$97K
PIA
613
Piedmont Investment Advisors
North Carolina
$87.4K
VanEck Associates
614
VanEck Associates
New York
$86K +$13.9K +187 +18%
BCA
615
Bray Capital Advisors
Florida
$83K
DLHL
616
Donald L. Hagan LLC
Florida
$83K +$88.9K +1,200 New
MCM
617
MV Capital Management
Maryland
$81K +$22.7K +307 +36%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$65.3K +$593 +8 +1%
IWMPD
619
Integrated Wealth Management (Palm Desert)
California
$65K +$24.7K +333 +55%
CCS
620
Crosspoint Capital Strategies
California
$63K +$7.41K +100 +13%
MFS
621
MSI Financial Services
Massachusetts
$61K +$16.7K +225 +35%
LWA
622
Lowe Wealth Advisors
Maryland
$60K
HCP
623
Holt Capital Partners
Texas
$59K
ATC
624
Adirondack Trust Company
New York
$58K +$25.7K +347 +71%
EWM
625
Evercore Wealth Management
New York
$57K -$29.3K -395 -32%