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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
FB
676
Fulton Bank
Pennsylvania
$242K -$1.56K -16 -0.7%
CC
677
Cannell & Co
New York
$241K
EWM
678
Evermay Wealth Management
Virginia
$239K +$98 +1 +0%
JA
679
JOYN Advisors
Georgia
$237K +$220K +2,260 New
VAM
680
Visionary Asset Management
Texas
$235K -$3.58M -36,706 -94%
GCC
681
Guardian Capital (Canada)
Ontario, Canada
$234K -$45.7K -469 -17%
BTNA
682
Bremer Trust National Association
Minnesota
$233K -$4.97K -51 -2%
SPC
683
Stewart & Patten Company
California
$233K
MCA
684
Mercer Capital Advisers
New Jersey
$231K
FBT
685
First Bank & Trust
South Dakota
$231K +$1.36K +14 +0.6%
PL
686
Parkwood LLC
Ohio
$231K +$214K +2,198 New
PCM
687
Poehling Capital Management
Wisconsin
$225K +$209K +2,145 New
CA
688
Calton & Associates
Florida
$224K +$185K +1,899 New
BBHC
689
Brown Brothers Harriman & Co
New York
$222K +$11.2K +115 +6%
DSC
690
Duncker Streett & Co
Missouri
$220K -$37.3K -382 -15%
WAM
691
Wealthspire Advisors (Maryland)
Maryland
$220K +$48.4K +496 +31%
MGIA
692
Moneta Group Investment Advisors
Missouri
$217K +$202K +2,070 New
PCM
693
Perritt Capital Management
Illinois
$217K +$202K +2,070 New
QC
694
QCM Cayman
Texas
$215K +$200K +2,052 New
SNT
695
Security National Trust
West Virginia
$214K -$4.88K -50 -2%
AHB
696
Abner Herrman & Brock
New Jersey
$213K +$198K +2,027 New
CFA
697
Carroll Financial Associates
North Carolina
$212K +$129K +1,322 +189%
MWP
698
MYCIO Wealth Partners
Pennsylvania
$210K +$195K +2,000 New
EFS
699
Essex Financial Services
Connecticut
$209K +$194K +1,989 New
BFO
700
Boston Family Office
Massachusetts
$208K +$193K +1,983 New