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T Rowe Price

1,013 hedge funds and large institutions have $19.2B invested in T Rowe Price in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 375 increasing their positions, 418 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+7
Holders Change %
+0.7%
% of All Funds
15.98%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
80
Increased
375
Reduced
418
Closed
65
Calls
$195M
Puts
$144M
Net Calls
+$50.7M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
701
Nilsine Partners
Colorado
$352K +$7.17K +64 +2%
CHAM
702
Clear Harbor Asset Management
Connecticut
$352K +$46.5K +415 +15%
HSA
703
HBK Sorce Advisory
Pennsylvania
$351K -$6.83K -61 -2%
PFO
704
Pathstone Family Office
New Jersey
$349K -$46.3K -434 -12%
IPW
705
Impact Partnership Wealth
Georgia
$347K +$347K +3,099 New
CRC
706
Curi RMB Capital
Illinois
$345K +$3.03K +27 +0.9%
GWSG
707
GPS Wealth Strategies Group
Colorado
$344K +$40.1K +358 +13%
PP
708
Paloma Partners
Connecticut
$342K +$342K +3,050 New
MSA
709
Marino Stram & Associates
Massachusetts
$341K +$112 +1 +0%
SW
710
SVB Wealth
Massachusetts
$340K -$2.73M -24,358 -89%
IWC
711
Integrated Wealth Concepts
Massachusetts
$340K +$57.5K +513 +20%
SSWM
712
Sheets Smith Wealth Management
North Carolina
$336K +$3.03K +27 +0.9%
EWA
713
Encompass Wealth Advisors
Oregon
$336K
CSIC
714
Clifford Swan Investment Counsel
California
$333K
GLLW
715
Graves Light Lenhart Wealth
Virginia
$332K +$31.3K +279 +10%
VAM
716
Verity Asset Management
North Carolina
$332K -$175K -1,559 -34%
OHWA
717
Oak Hill Wealth Advisors
Virginia
$331K
FMAEN1
718
Fund Management at Engine No 1
California
$327K +$22.6K +202 +7%
CGL
719
Clarius Group LLC
Washington
$324K +$3.36K +30 +1%
HWM
720
HB Wealth Management
Georgia
$322K -$55.7K -497 -15%
IWA
721
Intercontinental Wealth Advisors
Texas
$320K -$224 -2 -0.1%
BTWM
722
Baker Tilly Wealth Management
Wisconsin
$319K -$1.01K -9 -0.3%
SB
723
Simmons Bank
Arkansas
$319K +$319K +2,847 New
GAM
724
Guinness Asset Management
United Kingdom
$319K -$40.7K -363 -11%
CIC
725
Crawford Investment Counsel
Georgia
$319K