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T Rowe Price
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Overview Fund Activity

1,010 hedge funds and large institutions have $17.7B invested in T Rowe Price in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 386 increasing their positions, 381 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
16.1%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
83
Increased
386
Reduced
381
Closed
74
Calls
$202M
Puts
$169M
Net Calls
+$32.9M
Net Calls Change
-$17.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$117M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$70.9M
3
State Street
State Street
Massachusetts
+$52.2M
4
VRS
Virginia Retirement Systems
Virginia
+$28.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$27.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$368M
2
Capital World Investors
Capital World Investors
California
-$67.3M
3
BlackRock
BlackRock
New York
-$48.9M
4
Norges Bank
Norges Bank
Norway
-$46.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$46.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Stratos Wealth Advisors
Ohio
$452K +$8.39K +80 +2%
IA
652
IFP Advisors
Florida
$451K -$41.6K -397 -8%
WA
653
WBH Advisory
Maryland
$450K -$15.7K -150 -3%
MFG
654
Midwest Financial Group
Kansas
$447K +$105 +1 +0%
HT
655
Heritage Trust
Oklahoma
$446K -$7.76K -74 -2%
AT
656
Arden Trust
Delaware
$446K +$446K +4,251 New
OIA
657
OneDigital Investment Advisors
Kansas
$441K +$32.2K +307 +8%
FFA
658
Fortune Financial Advisors
Kansas
$433K +$944 +9 +0.2%
VA
659
Vident Advisory
Georgia
$430K +$430K +4,104 New
BIM
660
Bridges Investment Management
Nebraska
$424K -$1.58M -15,082 -79%
CL
661
Choreo LLC
Illinois
$424K +$424K +4,046 New
FTDI
662
First Trust Direct Indexing
Massachusetts
$423K +$30.8K +294 +8%
S
663
SignatureFD
Georgia
$422K -$33.6K -320 -7%
O
664
Ossiam
France
$421K -$46.9K -447 -10%
WSFS
665
Wilmington Savings Fund Society
Delaware
$421K +$1.47K +14 +0.3%
PIP
666
Peachtree Investment Partners
Florida
$421K +$1.57K +15 +0.4%
PTC
667
Private Trust Company
Ohio
$416K -$5.56K -53 -1%
BRWA
668
B. Riley Wealth Advisors
Florida
$415K +$15.8K +151 +4%
MWM
669
Madison Wealth Management
Ohio
$411K -$113K -1,074 -22%
SF
670
Summit Financial
New Jersey
$409K -$16.8K -160 -4%
RPC
671
Rossmore Private Capital
Connecticut
$407K – – –
WFA
672
West Financial Advisors
Iowa
$403K – – –
GRP
673
Global Retirement Partners
California
$401K +$2.44K +24 +0.6%
HBW
674
Hazlett, Burt & Watson
West Virginia
$401K +$105 +1 +0%
MIM
675
Morningstar Investment Management
Illinois
$401K +$42.1K +402 +12%
25 26
27
28 29