TROW icon

T Rowe Price
TROW

Overview Fund Activity

1,017 hedge funds and large institutions have $18.9B invested in T Rowe Price in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+20
Holders Change %
+2.01%
% of All Funds
16.41%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.23%
New
125
Increased
378
Reduced
361
Closed
86
Calls
$194M
Puts
$164M
Net Calls
+$30.4M
Net Calls Change
+$36.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.02B
2
Victory Capital Management
Victory Capital Management
Texas
$296M
3
State Street
State Street
Massachusetts
$1.63B
4
WP
WMS Partners
Maryland
$66M
5
Charles Schwab
Charles Schwab
California
$523M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$797M
2
CIAS
CFS Investment Advisory Services
New Jersey
$1.4M
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$855M
4
Capital World Investors
Capital World Investors
California
$70M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
726
Baker Tilly Wealth Management
Wisconsin
$306K -$136K -1,244 -31%
CI
727
Cigna Investments
Connecticut
$302K – – –
TWA
728
TCI Wealth Advisors
Arizona
$301K +$34.7K +318 +13%
HPM
729
Hoxton Planning & Management
West Virginia
$301K +$301K +2,764 New
FF
730
Fluent Financial
Texas
$301K -$1.53M -14,022 -84%
PA
731
Profund Advisors
Maryland
$299K +$23.2K +213 +8%
TA
732
TFG Advisers
Michigan
$298K -$982 -9 -0.3%
OAM
733
Oppenheimer Asset Management
New York
$297K -$200K -1,836 -40%
QCG
734
Quadrant Capital Group
Ohio
$296K -$51.1K -469 -15%
BWP
735
Baldwin Wealth Partners
Massachusetts
$296K +$12.8K +117 +5%
LFG
736
Larson Financial Group
Missouri
$296K +$11.5K +105 +4%
GHA
737
GW Henssler & Associates
Georgia
$294K +$3.6K +33 +1%
GLLW
738
Graves Light Lenhart Wealth
Virginia
$293K – – –
CIC
739
Crawford Investment Counsel
Georgia
$292K -$16.4K -150 -5%
CAM
740
Cypress Asset Management
Texas
$292K – – –
KI
741
Kula Investments
Illinois
$289K +$289K +2,648 New
BRWA
742
B. Riley Wealth Advisors
Florida
$288K +$48.1K +441 +20%
VFA
743
Valeo Financial Advisors
Indiana
$287K -$724K -6,641 -72%
TPW
744
TL Private Wealth
Texas
$287K – – –
SCM
745
Stevens Capital Management
Pennsylvania
$283K +$283K +2,598 New
TAM
746
Trust Asset Management
Texas
$282K – – –
CFA
747
CWS Financial Advisors
Michigan
$276K -$528K -3,080 -66%
SSW
748
Smith Shellnut Wilson
Mississippi
$273K +$545 +5 +0.2%
SN
749
Sittner & Nelson
Oregon
$273K +$327 +3 +0.1%
MIM
750
MTM Investment Management
South Carolina
$271K -$5.56K -51 -2%
28 29
30
31 32