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T Rowe Price
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Overview Fund Activity

730 hedge funds and large institutions have $14.7B invested in T Rowe Price in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 266 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
–
Holders Change %
0%
% of All Funds
19.47%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.4%
New
58
Increased
282
Reduced
266
Closed
51
Calls
$38.9M
Puts
$27.7M
Net Calls
+$11.2M
Net Calls Change
-$3.27M

Top Buyers

1
MCM
1
Marathon Capital Management
Maryland
$117M
2
WP
2
WMS Partners
Maryland
$76.2M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$56.2M
4
Harris Associates
4
Harris Associates
Illinois
$244M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.29B

Top Sellers

1
PIM
1
Perkins Investment Management
Illinois
$3.3M
2
State Street
2
State Street
Massachusetts
$1.05B
3
Franklin Resources
3
Franklin Resources
California
$172M
4
ACM
4
Atlanta Capital Management
Georgia
$0
5
SO
5
STRS Ohio
Ohio
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
701
Glassman Wealth Services
Virginia
$8K – – –
BWA
702
Burt Wealth Advisors
Maryland
$8K – – –
HRIA
703
Haberer Registered Investment Advisor
Ohio
$7K – – –
VNA
704
Valley National Advisers
Pennsylvania
$7K +$173 +2 +3%
CPIG
705
Chicago Partners Investment Group
Illinois
$6K -$6.66K -81 -53%
ATC
706
Adirondack Trust Company
New York
$6K – – –
PMFA
707
Plante Moran Financial Advisors
Michigan
$6K – – –
FAM
708
Fortaleza Asset Management
Illinois
$6K – – –
HIM
709
Hillsdale Investment Management
Ontario, Canada
$6K – – –
MWAN
710
Mariner Wealth Advisors (NYC)
Kansas
$6K +$6K +72 New
SCP
711
Syntal Capital Partners
Texas
$6K +$6K +82 New
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.56K -19 -24%
WCM
713
Wealthcare Capital Management
Virginia
$5K +$5K +66 New
KA
714
Klingman & Associates
New York
$4K – – –
DBT
715
Dubuque Bank & Trust
Iowa
$4K – – –
KCM
716
Karp Capital Management
California
$4K – – –
IMS
717
Index Management Solutions
Pennsylvania
$3K -$27.2K -381 -90%
CFA
718
Carroll Financial Associates
North Carolina
$3K – – –
ST
719
Spot Trading
Illinois
$3K – – –
GWM
720
Gupta Wealth Management
California
$3K +$3K +35 New
WP
721
WealthPLAN Partners
Nebraska
$3K +$3K +36 New
WEC
722
Winslow Evans & Crocker
Massachusetts
$2.59K – – –
UB
723
UMB Bank
Missouri
$2.19K +$66 +810 +3%
FPFS
724
First Personal Financial Services
North Carolina
$2K – – –
KT
725
Kanaly Trust
Texas
$2K – – –
27 28
29
30 31