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T. Rowe Price

753 hedge funds and large institutions have $13.3B invested in T. Rowe Price in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 284 increasing their positions, 276 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $52.1M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

16% more capital invested

Capital invested by funds: $11.5B → $13.3B (+$1.83B)

4.59% more ownership

Funds ownership: 69.73%74.32% (+4.6%)

3% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 276

4% less funds holding

Funds holding: 781753 (-28)

29% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 86

Holders
753
Holders Change
-28
Holders Change %
-3.59%
% of All Funds
18.77%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
61
Increased
284
Reduced
276
Closed
86
Calls
$87.8M
Puts
$52.1M
Net Calls
+$35.7M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HL
676
Harding Loevner
New Jersey
$47K +$45.1K +630 New
NFG
677
Next Financial Group
Texas
$46K
IDBONY
678
Israel Discount Bank of New York
New York
$45K
FANJ
679
Financial Architects (New Jersey)
New Jersey
$45K +$4.93K +69 +13%
CPIG
680
Chicago Partners Investment Group
Illinois
$45K +$42.9K +600 New
NA
681
NewEdge Advisors
Louisiana
$41.9K +$38.9K +544 New
GLI
682
Guardian Life Insurance
New York
$41K -$28.1K -393 -42%
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
MMG
684
Monetary Management Group
Missouri
$41K
PSC
685
Prentiss Smith & Co
Vermont
$39K
MUS
686
Mitsubishi UFJ Securities
Japan
$38K +$36.5K +510 New
CLOS
687
Compagnie Lombard Odier SCmA
Switzerland
$37K
GAM
688
Gemmer Asset Management
California
$35K
VFA
689
Virtus Fund Advisers
Connecticut
$35K
GBT
690
Grove Bank & Trust
Florida
$35K +$17.2K +240 +104%
VWA
691
V Wealth Advisors
Kansas
$35K +$33.4K +467 New
ASN
692
Advisory Services Network
Georgia
$34K -$7.08K -99 -18%
NCM
693
Nelson Capital Management
California
$30K -$6.71M -93,825 -100%
HDIM
694
Hanson & Doremus Investment Management
Vermont
$30K
WA
695
Winfield Associates
Ohio
$27K
WIM
696
Westside Investment Management
California
$26.4K
VIA
697
Vantage Investment Advisors
Pennsylvania
$26K +$3.58K +50 +17%
CAW
698
Cornerstone Advisors (Washington)
Washington
$25K
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$24.5K +$12.9K +180 +120%
FHA
700
First Horizon Advisors
Tennessee
$24K