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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 %
GIA
701
Gladstone Institutional Advisory
Florida
$379K -$99.3K -922 -21%
CA
702
Cullinan Associates
Kentucky
$377K
GXJ
703
Global X Japan
Japan
$376K +$376K +3,496 New
KWM
704
Kingsview Wealth Management
Oregon
$374K -$420K -3,903 -53%
DWM
705
Dakota Wealth Management
Florida
$371K -$114K -1,054 -23%
CCM
706
Coldstream Capital Management
Washington
$370K +$4.31K +40 +1%
Walleye Capital
707
Walleye Capital
New York
$368K -$1.26M -11,670 -77%
FCI
708
Financial Counselors Inc
Kansas
$368K -$238K -2,208 -39%
CIS
709
Custom Index Systems
New York
$364K +$364K +3,384 New
MSFS
710
Main Street Financial Solutions
Pennsylvania
$363K -$969 -9 -0.3%
P
711
&Partners
Tennessee
$363K +$363K +3,412 New
BIA
712
BHK Investment Advisors
Alabama
$362K -$200K -1,854 -36%
S
713
SignatureFD
Georgia
$358K -$75.6K -702 -17%
IWC
714
Integrated Wealth Concepts
Massachusetts
$358K +$29.9K +278 +9%
CTFG
715
Capstone Triton Financial Group
Oklahoma
$357K +$15.5K +144 +5%
EM
716
Excalibur Management
Massachusetts
$351K +$2.37K +22 +0.7%
CHAM
717
Clear Harbor Asset Management
Connecticut
$349K +$10.8K +100 +3%
PA
718
Profund Advisors
Maryland
$348K +$73.2K +680 +27%
LIM
719
Leavell Investment Management
Alabama
$344K
NP
720
Nilsine Partners
Colorado
$344K +$6.89K +64 +2%
NIM
721
NEOS Investment Management
Connecticut
$341K +$99.4K +923 +41%
CRC
722
Curi RMB Capital
Illinois
$339K -$1.19K -11 -0.3%
SRIM
723
Saratoga Research & Investment Management
California
$339K -$229K -2,123 -40%
FMI
724
F/M Investments
District of Columbia
$339K +$61.5K +571 +22%
NB
725
Nicolet Bankshares
Wisconsin
$338K -$25.3K -235 -7%