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T. Rowe Price

851 hedge funds and large institutions have $18.8B invested in T. Rowe Price in 2017 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 252 increasing their positions, 313 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 47

17% more capital invested

Capital invested by funds: $16.1B → $18.8B (+$2.7B)

11% more funds holding

Funds holding: 766851 (+85)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

0.07% more ownership

Funds ownership: 73.86%73.92% (+0.07%)

19% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 313

49% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $84.7M

Holders
851
Holders Change
+85
Holders Change %
+11.1%
% of All Funds
19.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.59%
New
139
Increased
252
Reduced
313
Closed
47
Calls
$42.8M
Puts
$84.7M
Net Calls
-$41.9M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K
VFA
752
Virtus Fund Advisers
Connecticut
$49K
HDIM
753
Hanson & Doremus Investment Management
Vermont
$43K
VIA
754
Vantage Investment Advisors
Pennsylvania
$42K
DAM
755
Delta Asset Management
Tennessee
$42K +$39K +400 New
WA
756
Winfield Associates
Ohio
$39K
CAW
757
Cornerstone Advisors (Washington)
Washington
$36K
LWM
758
Lenox Wealth Management
Ohio
$36K +$18.6K +191 +126%
FGC
759
Financial Gravity Companies
Texas
$36K +$31.4K +322 New
CB
760
Community Bank
New York
$35K +$15.6K +160 +94%
WIM
761
Westside Investment Management
California
$33.1K -$3.41K -35 -10%
FHA
762
First Horizon Advisors
Tennessee
$32K
CPIG
763
Chicago Partners Investment Group
Illinois
$31K
DOA
764
D'Orazio & Associates
Virginia
$31K
PO
765
Private Ocean
California
$31K +$28.6K +293 New
VEA
766
Virtus ETF Advisers
New York
$29K +$26.5K +272 New
WWM
767
Willingdon Wealth Management
North Carolina
$27K +$1.27K +13 +5%
RFA
768
Reilly Financial Advisors
California
$27K +$19.5K +200 +333%
EWM
769
Evercore Wealth Management
New York
$26K
WAP
770
Wealthcare Advisory Partners
Pennsylvania
$26K +$98 +1 +0.4%
WCAMG
771
Woodard & Company Asset Management Group
North Carolina
$26K +$24.4K +250 New
KA
772
Kaizen Advisory
Illinois
$25K +$22.8K +234 New
NCM
773
Nelson Capital Management
California
$24K -$11.7K -120 -34%
APSP
774
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K +$98 +1 +0.4%
OSNBOA
775
Old Second National Bank of Aurora
Illinois
$24K +$3.41K +35 +18%