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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
FBC
626
Fairfield, Bush & Co
Connecticut
$334K -$29.3K -300 -9%
TAM
627
Tiverton Asset Management
Delaware
$330K +$307K +3,150 New
CI
628
Cambiar Investors
Colorado
$329K -$42M -431,075 -99%
SSW
629
Smith Shellnut Wilson
Mississippi
$329K +$12.1K +124 +4%
CAPTRUST Financial Advisors
630
CAPTRUST Financial Advisors
North Carolina
$320K +$297K +3,048 New
WG
631
Winton Group
United Kingdom
$319K -$173K -1,777 -37%
WI
632
WrapManager Inc
California
$319K -$6.53K -67 -2%
CSIC
633
Clifford Swan Investment Counsel
California
$317K
RMCM
634
Reynders McVeigh Capital Management
Massachusetts
$317K
SFFS
635
Stonehage Fleming Financial Services
Jersey
$317K
LOAME
636
Lombard Odier Asset Management (Europe)
United Kingdom
$312K -$71.5K -733 -20%
LFS
637
Legacy Financial Strategies
Kansas
$312K +$290K +2,972 New
KIA
638
KCM Investment Advisors
California
$309K +$287K +2,942 New
AWA
639
AmeriServ Wealth Advisors
Pennsylvania
$307K +$254K +2,600 New
CIC
640
Crawford Investment Counsel
Georgia
$304K -$477K -4,893 -63%
FIM
641
Freedom Investment Management
Connecticut
$304K -$43.2K -443 -13%
Acadian Asset Management
642
Acadian Asset Management
Massachusetts
$302K +$281K +2,878 New
BFEC
643
Benjamin F. Edwards & Company
Missouri
$299K +$26K +267 +10%
TIM
644
Tortoise Investment Management
New York
$296K -$9.36K -96 -3%
ACI
645
Alpha Cubed Investments
California
$296K
AI
646
Atria Investments
North Carolina
$294K -$3M -30,765 -92%
TCOT
647
Trust Company of Toledo
Ohio
$291K +$15.5K +159 +6%
AW
648
Alpha Windward
Massachusetts
$290K -$80.2K -822 -23%
DILIC
649
Dai-ichi Life Insurance Company
Japan
$289K -$102K -1,045 -28%
BRA
650
Bender Robert & Associates
California
$289K -$11K -113 -4%