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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 %
JWCA
726
J.W. Cole Advisors
Florida
$337K +$337K +3,133 New
SCM
727
Stevens Capital Management
Pennsylvania
$337K +$337K +3,133 New
HI
728
Horizon Investments
North Carolina
$337K -$509K -4,730 -60%
PWM
729
Partnership Wealth Management
Maryland
$334K +$334K +3,080 New
WA1
730
Wimmer Associates 1
California
$334K +$1.62K +15 +0.5%
JF
731
Joule Financial
Kentucky
$328K -$2.05K -19 -0.6%
MC
732
Moors & Cabot
Massachusetts
$326K -$144K -1,338 -31%
FAIM
733
Financial Advocates Investment Management
Washington
$324K +$9.37K +87 +3%
EA
734
Emerald Advisers
Pennsylvania
$324K -$5.6K -52 -2%
HBW
735
Hazlett, Burt & Watson
West Virginia
$324K -$90K -833 -22%
LG
736
LaFleur & Godfrey
Michigan
$321K -$51.2K -475 -14%
SW
737
SlateStone Wealth
Florida
$321K -$8.6K -80 -3%
CSIC
738
Clifford Swan Investment Counsel
California
$320K
GLLW
739
Graves Light Lenhart Wealth
Virginia
$320K
BRWA
740
B. Riley Wealth Advisors
Florida
$319K -$107K -997 -25%
TIM
741
Tortoise Investment Management
New York
$317K +$13.5K +125 +4%
SS
742
Simplicity Solutions
Minnesota
$316K -$48.9K -454 -13%
BFG
743
Bleakley Financial Group
New Jersey
$316K -$48.9K -454 -13%
STA
744
Summit Trail Advisors
New York
$315K -$72.2K -670 -19%
CTC
745
Central Trust Company
Missouri
$315K -$4.85K -45 -2%
BB
746
Burford Brothers
Texas
$313K +$313K +2,904 New
CFG
747
Citizens Financial Group
Rhode Island
$312K +$312K +2,896 New
WDA
748
Wendell David Associates
New Hampshire
$311K +$311K +2,890 New
SW
749
SVB Wealth
Massachusetts
$310K -$1.51K -14 -0.5%
LA
750
LVW Advisors
New York
$309K +$309K +2,870 New