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T Rowe Price

1,006 hedge funds and large institutions have $19.7B invested in T Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 445 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
445
Reduced
326
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
701
Simplex Trading
Illinois
$356K +$356K +3,160 New
WIC
702
Woodmont Investment Counsel
Tennessee
$356K +$14.1K +125 +4%
DWT
703
Dorsey & Whitney Trust
South Dakota
$355K -$18.2K -161 -5%
DCM
704
DGS Capital Management
New Jersey
$353K +$33K +292 +10%
NP
705
Nilsine Partners
Colorado
$347K +$347K +3,076 New
WA1
706
Wimmer Associates 1
California
$345K +$28.2K +265 +9%
CRC
707
Curi RMB Capital
Illinois
$345K -$1.79M -15,823 -84%
MSA
708
Marino Stram & Associates
Massachusetts
$344K +$16.1K +143 +5%
MSFS
709
Main Street Financial Solutions
Pennsylvania
$341K +$4.07K +36 +1%
EWA
710
Encompass Wealth Advisors
Oregon
$339K +$113K +1,000 +50%
WC
711
Woodstock Corp
Massachusetts
$338K
HVIA
712
Hudson Valley Investment Advisors
New York
$336K
SSWM
713
Sheets Smith Wealth Management
North Carolina
$336K -$2.71K -24 -0.8%
CSIC
714
Clifford Swan Investment Counsel
California
$336K -$1.13K -10 -0.3%
OHWA
715
Oak Hill Wealth Advisors
Virginia
$334K -$22.6K -200 -6%
DMBA
716
Deseret Mutual Benefit Administrators
Utah
$331K +$11K +97 +3%
PCIA
717
Prime Capital Investment Advisors
Kansas
$327K -$854K -7,568 -72%
CGL
718
Clarius Group LLC
Washington
$323K -$40.4K -358 -11%
MIM
719
Morningstar Investment Management
Illinois
$323K
IWA
720
Intercontinental Wealth Advisors
Texas
$323K -$452 -4 -0.1%
BTWM
721
Baker Tilly Wealth Management
Wisconsin
$322K +$6.1K +54 +2%
CIC
722
Crawford Investment Counsel
Georgia
$321K +$18.6K +165 +6%
TIM
723
Tortoise Investment Management
New York
$318K
CAM
724
Cypress Asset Management
Texas
$317K +$15.4K +136 +5%
MMA
725
Miracle Mile Advisors
California
$317K