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T Rowe Price

1,049 hedge funds and large institutions have $18.1B invested in T Rowe Price in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 301 increasing their positions, 487 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+39
Holders Change %
+3.86%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
131
Increased
301
Reduced
487
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
651
Bank Julius Baer & Co
Switzerland
$474K -$5.6K -52 -1%
WAAG
652
Wealth Alliance Advisory Group
Kansas
$471K +$5.6K +52 +1%
DG
653
DMC Group
Alabama
$471K +$130K +1,203 +38%
Parallax Volatility Advisers
654
Parallax Volatility Advisers
California
$467K -$2.03M -18,811 -81%
OWP
655
Obermeyer Wealth Partners
Colorado
$466K -$42.3K -393 -8%
BBHC
656
Brown Brothers Harriman & Co
New York
$466K -$7.32K -68 -2%
CIA
657
Compass Ion Advisors
Pennsylvania
$466K -$1.62K -15 -0.3%
LIM
658
Longfellow Investment Management
Massachusetts
$465K
BHCM
659
Brevan Howard Capital Management
Jersey
$464K +$464K +4,306 New
AIM
660
Avity Investment Management
Connecticut
$463K -$38.2K -355 -8%
FTDI
661
First Trust Direct Indexing
Massachusetts
$461K +$26.7K +248 +6%
WA
662
WBH Advisory
Maryland
$461K -$1.19K -11 -0.3%
UAML
663
US Asset Management LLC
Pennsylvania
$461K +$461K +4,284 New
FNB
664
Farmers National Bank
Kentucky
$461K -$94.6K -878 -17%
PT
665
Plimoth Trust
Massachusetts
$457K -$30.7K -285 -6%
TCOT
666
Trust Company of Toledo
Ohio
$456K -$14.6K -136 -3%
CW
667
CreativeOne Wealth
Kansas
$448K -$150K -1,394 -25%
VSQM
668
V-Square Quantitative Management
Illinois
$446K +$107K +992 +31%
SFI
669
Siemens Fonds Invest
Germany
$445K +$36.8K +342 +9%
PTC
670
Private Trust Company
Ohio
$444K +$17K +158 +4%
HT
671
Heritage Trust
Oklahoma
$442K -$15.7K -146 -3%
DWT
672
Dorsey & Whitney Trust
South Dakota
$440K +$61.1K +567 +16%
PTC
673
Petrus Trust Company
Texas
$439K +$439K +4,080 New
IA
674
IFP Advisors
Florida
$434K -$29.9K -278 -6%
O
675
Ossiam
France
$433K