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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 %
FWCM
676
Ferguson Wellman Capital Management
Oregon
$433K +$433K +4,019 New
FFA
677
Fortune Financial Advisors
Kansas
$432K -$13K -121 -3%
VA
678
Vident Advisory
Georgia
$432K -$10.4K -97 -2%
AIC
679
Aurora Investment Counsel
Georgia
$431K -$1.19M -9,932 -73%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$425K -$79K -734 -16%
NL
681
NVWM LLC
Pennsylvania
$424K -$57.9K -538 -12%
SC
682
Syon Capital
California
$417K +$189K +1,752 +82%
AWM
683
Allen Wealth Management
North Carolina
$413K +$413K +3,839 New
RG
684
Rathbones Group
United Kingdom
$411K
CPA
685
Court Place Advisors
Maryland
$408K +$108 +1 +0%
NWM
686
Northcape Wealth Management
New York
$408K
DEA
687
DoubleLine ETF Adviser
Florida
$405K +$32.5K +302 +9%
CIA
688
Concurrent Investment Advisors
Florida
$399K +$399K +3,705 New
GSIAS
689
Garden State Investment Advisory Services
New Jersey
$397K +$46.8K +434 +13%
PIP
690
Peachtree Investment Partners
Florida
$396K -$36.1K -335 -8%
IC
691
IEQ Capital
California
$395K -$242K -2,250 -38%
SFA
692
Sequoia Financial Advisors
Ohio
$393K +$94.6K +878 +32%
PSFG
693
Prairie Sky Financial Group
Illinois
$389K
WFA
694
West Financial Advisors
Iowa
$386K -$28K -260 -7%
BA
695
Bridgewater Associates
Connecticut
$385K +$37.4K +347 +11%
PCA
696
Private Capital Advisors
Connecticut
$383K -$255K -2,372 -40%
MIM
697
Morningstar Investment Management
Illinois
$382K -$30.1K -280 -7%
AWM
698
Apollon Wealth Management
South Carolina
$381K +$24.3K +226 +7%
RPCONE
699
Retirement Planning Company of New England
Rhode Island
$381K +$20.9K +194 +6%
GWSG
700
GPS Wealth Strategies Group
Colorado
$380K +$108 +1 +0%