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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 %
ECM
626
Evergreen Capital Management
Washington
$499K +$58.3K +516 +13%
ECA
627
Elevated Capital Advisors
Utah
$497K +$10.2K +90 +2%
Bank Julius Baer & Co
628
Bank Julius Baer & Co
Switzerland
$496K -$790 -7 -0.2%
UAML
629
US Asset Management LLC
Pennsylvania
$487K -$1.13K -10 -0.2%
MFG
630
Midwest Financial Group
Kansas
$487K +$487K +4,315 New
BRWA
631
B. Riley Wealth Advisors
Florida
$486K +$189K +1,670 +63%
WAAG
632
Wealth Alliance Advisory Group
Kansas
$484K +$213K +1,883 +78%
KPWS
633
Kestra Private Wealth Services
Texas
$482K -$170K -1,505 -26%
TMAM
634
Tokio Marine Asset Management
Japan
$473K +$66.2K +586 +16%
VWA
635
V Wealth Advisors
Kansas
$470K +$49.6K +439 +12%
SP
636
Symmetry Partners
Connecticut
$468K
LIM
637
Longfellow Investment Management
Massachusetts
$468K -$143K -1,268 -23%
TCM
638
Triumph Capital Management
Colorado
$466K +$253K +2,239 +119%
FTDI
639
First Trust Direct Indexing
Massachusetts
$464K +$51.7K +458 +13%
HT
640
Heritage Trust
Oklahoma
$461K -$56.5K -500 -11%
PIM
641
Provident Investment Management
Michigan
$458K +$229K +2,025 +100%
OIA
642
OneDigital Investment Advisors
Kansas
$457K +$20.9K +185 +5%
SSB
643
Sandy Spring Bank
Maryland
$454K -$43.5K -385 -9%
AIM
644
Aquila Investment Management
New York
$452K
PIP
645
Peachtree Investment Partners
Florida
$450K +$1.24K +11 +0.3%
LOAMS
646
Lombard Odier Asset Management (Switzerland)
Switzerland
$449K +$449K +3,979 New
WSFS
647
Wilmington Savings Fund Society
Delaware
$444K -$1.69K -15 -0.4%
TFS
648
Thoroughbred Financial Services
Tennessee
$441K -$12.5K -111 -3%
RPC
649
Rossmore Private Capital
Connecticut
$438K
MAS
650
Meeder Advisory Services
Ohio
$438K -$22.9K -203 -5%