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T. Rowe Price

840 hedge funds and large institutions have $16.7B invested in T. Rowe Price in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 274 increasing their positions, 309 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $62M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.7B (+$892M)

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

0% more funds holding

Funds holding: 840840 (0)

1.35% less ownership

Funds ownership: 71.85%70.5% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 309

Holders
840
Holders Change
Holders Change %
0%
% of All Funds
18.18%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
83
Increased
274
Reduced
309
Closed
76
Calls
$83.4M
Puts
$62M
Net Calls
+$21.4M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
701
Lowe Wealth Advisors
Maryland
$91K
OIA
702
OneDigital Investment Advisors
Kansas
$90K
LC
703
Lindbrook Capital
California
$86K
CHC
704
City Holding Co
West Virginia
$82K
FA
705
Financial Advantage
Maryland
$82K
PCG
706
Private Capital Group
Connecticut
$81K +$45.9K +476 +143%
RIA
707
Realta Investment Advisors
Delaware
$79K +$75.1K +779 New
IA
708
IFP Advisors
Florida
$76K -$265K -2,749 -78%
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K +$5.79K +60 +9%
FNC
710
First National Corp
Massachusetts
$75K
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K
GLI
712
Guardian Life Insurance
New York
$69K
RBC
713
Roble Belko & Company
Pennsylvania
$66K
BWP
714
Baldwin Wealth Partners
Massachusetts
$65K +$38.6K +400 +160%
AIM
715
Advantage Investment Management
Iowa
$60K
CI
716
CX Institutional
Indiana
$56K +$53.7K +557 New
FANJ
717
Financial Architects (New Jersey)
New Jersey
$54K +$3.86K +40 +8%
SFSIG
718
San Francisco Sentry Investment Group
California
$54K +$48.2K +500 +1,136%
CIAS
719
Capital Investment Advisory Services
North Carolina
$53K -$1.93K -20 -4%
SBL
720
Sargent Bickham Lagudis
Colorado
$53K +$38.6K +400 +308%
IDBONY
721
Israel Discount Bank of New York
New York
$50K
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K
CFGS
723
Concourse Financial Group Securities
Alabama
$50K +$386 +4 +0.8%
Parallax Volatility Advisers
724
Parallax Volatility Advisers
California
$50K +$1.25K +13 +3%
ST
725
Smithfield Trust
Pennsylvania
$48K