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T. Rowe Price

753 hedge funds and large institutions have $13.3B invested in T. Rowe Price in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 284 increasing their positions, 276 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $87.8M | Put options by funds: $52.1M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

16% more capital invested

Capital invested by funds: $11.5B → $13.3B (+$1.83B)

4.59% more ownership

Funds ownership: 69.73%74.32% (+4.6%)

3% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 276

4% less funds holding

Funds holding: 781753 (-28)

29% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 86

Holders
753
Holders Change
-28
Holders Change %
-3.59%
% of All Funds
18.77%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
61
Increased
284
Reduced
276
Closed
86
Calls
$87.8M
Puts
$52.1M
Net Calls
+$35.7M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
726
Plante Moran Financial Advisors
Michigan
$6K
SWA
727
Sutton Wealth Advisors
Florida
$5.49K +$1.22K +17 +30%
AWMS
728
Advocacy Wealth Management Services
Georgia
$5K
MCM
729
MV Capital Management
Maryland
$5K
VCM
730
Versant Capital Management
Arizona
$5K +$501 +7 +10%
MSFP
731
Mark Sheptoff Financial Planning
Connecticut
$4K -$72 -1 -2%
SA
732
SpiderRock Advisors
Delaware
$4K
WTB
733
Washington Trust Bank
Washington
$4K
AUB
734
Atlantic Union Bankshares
Virginia
$3.66K -$126K -1,758 -3%
M
735
MOTCO
Texas
$3K -$4.09M -57,213 -100%
BL
736
Balentine LLC
Georgia
$3K
QAM
737
QCI Asset Management
New York
$3K
YWP
738
YorkBridge Wealth Partners
New York
$3K
HR
739
Howe & Rusling
New York
$3K +$2.65K +37 New
LF
740
Lee Financial
Texas
$3K +$2.93K +41 New
FDCDDQ
741
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82K -$992K -13,874 -100%
SIM
742
Sonora Investment Management
Arizona
$2.6K
WPA
743
West Paces Advisors
Georgia
$2.6K
WEC
744
Winslow Evans & Crocker
Massachusetts
$2.38K -$14.3K -200 -86%
LYV
745
Live Your Vision
Pennsylvania
$2K
PCP
746
Proficio Capital Partners
Massachusetts
$2K
FA
747
FMA Advisory
Pennsylvania
$1.64K -$185K -2,586 -10%
AAP
748
Arax Advisory Partners
Colorado
$1K
AssetMark Inc
749
AssetMark Inc
California
$1K +$930 +13 New
MWM
750
MinichMacGregor Wealth Management
New York
$1K +$1.43K +20 New