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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 %
MFA
601
Mayflower Financial Advisors
Massachusetts
$575K +$575K +5,089 New
BF
602
BOK Financial
Oklahoma
$569K -$1.81M -15,992 -76%
AWM
603
Apollon Wealth Management
South Carolina
$567K -$46.7K -414 -8%
CPA
604
Court Place Advisors
Maryland
$567K -$22.5K -199 -4%
LSA
605
Lion Street Advisors
Texas
$566K +$566K +5,013 New
SAM
606
Sawgrass Asset Management
Florida
$566K -$23.7K -210 -4%
PT
607
Plimoth Trust
Massachusetts
$565K -$73K -647 -11%
WT
608
Whittier Trust
California
$560K -$79.6K -705 -12%
S
609
SignatureFD
Georgia
$556K +$2.71K +24 +0.5%
HH
610
Hilltop Holdings
Texas
$551K +$73.5K +651 +15%
EMG
611
ETF Managers Group
New Jersey
$549K +$8.13K +72 +2%
CA
612
Claro Advisors
Massachusetts
$548K +$47.5K +421 +9%
AC
613
AlphaCore Capital
California
$548K +$548K +4,850 New
DGAM
614
Desjardins Global Asset Management
Quebec, Canada
$540K +$115K +1,021 +27%
TFP
615
Tilia Fiduciary Partners
North Carolina
$539K +$367K +3,255 +214%
Verition Fund Management
616
Verition Fund Management
Connecticut
$535K +$294K +2,608 +122%
OWP
617
Obermeyer Wealth Partners
Colorado
$533K -$3.16K -28 -0.6%
HT
618
HighTower Trust
Texas
$528K
ESB
619
Essex Savings Bank
Connecticut
$525K
WS
620
Wedbush Securities
California
$518K +$21.1K +187 +4%
VAM
621
Verity Asset Management
North Carolina
$511K +$158K +1,397 +45%
WA
622
WBH Advisory
Maryland
$505K +$505K +4,470 New
GVAG
623
Great Valley Advisor Group
Delaware
$501K +$154K +1,359 +44%
NL
624
NVWM LLC
Pennsylvania
$500K +$85.6K +758 +21%
GIA
625
Gladstone Institutional Advisory
Florida
$500K -$12.9K -114 -3%