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T Rowe Price
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Overview Fund Activity

1,143 hedge funds and large institutions have $32B invested in T Rowe Price in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 412 increasing their positions, 394 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+30
Holders Change %
+2.7%
% of All Funds
17.65%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.36%
New
139
Increased
412
Reduced
394
Closed
90
Calls
$140M
Puts
$182M
Net Calls
-$42.3M
Net Calls Change
-$37.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
2
Goldman Sachs
Goldman Sachs
New York
+$131M
3
Ameriprise
Ameriprise
Minnesota
+$101M
4
State Street
State Street
Massachusetts
+$54M
5
N
Natixis
France
+$42.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$166M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$141M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
4
Bank of America
Bank of America
North Carolina
-$80.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAM
676
Guardian Wealth Advisors (Minnesota)
Minnesota
$618K +$56.7K +288 +10%
EGM
677
Engineers Gate Manager
New York
$616K -$469K -2,387 -43%
HSA
678
HBK Sorce Advisory
Pennsylvania
$615K -$4.72K -24 -0.8%
AAS
679
Avantax Advisory Services
Texas
$606K +$70.2K +357 +13%
CA
680
CoreCap Advisors
Michigan
$604K +$604K +3,073 New
SAI
681
Systematic Alpha Investments
New Jersey
$595K – – –
HVIA
682
Hudson Valley Investment Advisors
New York
$595K – – –
SF
683
Synovus Financial
Georgia
$592K +$138K +702 +30%
HBT
684
Heartland Bank & Trust
Illinois
$591K -$31.8K -162 -5%
PA
685
Parallel Advisors
California
$591K +$74.6K +379 +14%
SFSG
686
Sound Financial Strategies Group
Mississippi
$590K -$12.8K -65 -2%
CIC
687
Crawford Investment Counsel
Georgia
$586K – – –
CSIC
688
Clifford Swan Investment Counsel
California
$586K +$1.57K +8 +0.3%
CCIA
689
Campbell & Co Investment Adviser
Maryland
$580K +$580K +2,950 New
AG
690
AIA Group
Hong Kong
$571K +$85.8K +436 +18%
GIM
691
Greenwich Investment Management
Connecticut
$566K +$566K +2,880 New
DCM
692
DGS Capital Management
New Jersey
$566K +$566K +2,880 New
SCM
693
Stevens Capital Management
Pennsylvania
$563K +$293K +1,488 +108%
GFS
694
GYL Financial Synergies
Connecticut
$557K +$45.6K +232 +9%
TIM
695
Tortoise Investment Management
New York
$554K – – –
RCM
696
Radnor Capital Management
Pennsylvania
$544K -$71.8K -365 -12%
GWM
697
Geneos Wealth Management
Colorado
$542K -$58.2K -296 -10%
RCWM
698
Royal Capital Wealth Management
Indiana
$540K +$540K +2,748 New
TCOT
699
Trust Company of Toledo
Ohio
$533K -$2.76K -14 -0.5%
TC
700
Trust Company
Kansas
$532K +$23.2K +118 +5%
26 27
28
29 30