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T Rowe Price

1,006 hedge funds and large institutions have $19.7B invested in T Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 445 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
445
Reduced
326
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DG
751
DMC Group
Alabama
$286K +$286K +2,542 New
HPM
752
Hoxton Planning & Management
West Virginia
$285K -$27K -239 -9%
CA
753
Clearstead Advisors
Ohio
$285K +$209K +1,849 +274%
IWC
754
Integrated Wealth Concepts
Massachusetts
$284K +$40K +355 +16%
SSW
755
Smith Shellnut Wilson
Mississippi
$283K
EWA
756
Etesian Wealth Advisors
Oregon
$282K -$185K -1,637 -40%
TPW
757
TL Private Wealth
Texas
$282K
SN
758
Sittner & Nelson
Oregon
$282K
TRCT
759
Tower Research Capital (TRC)
New York
$280K -$312K -2,775 -53%
PCS
760
Personal CFO Solutions
New Jersey
$276K +$35.3K +313 +15%
PPW
761
Presilium Private Wealth
Pennsylvania
$272K
CWS
762
Confluence Wealth Services
Pennsylvania
$272K +$272K +2,412 New
LC
763
Lincoln Capital
Nebraska
$272K
DCM
764
Dupont Capital Management
Delaware
$267K +$91K +806 +52%
SFS
765
Sowell Financial Services
Arkansas
$266K +$266K +2,359 New
STA
766
Summit Trail Advisors
New York
$266K +$4.97K +44 +2%
TCOT
767
Trust Company of Toledo
Ohio
$264K -$5.65K -50 -2%
LCM
768
Liberty Capital Management
Michigan
$263K
IPW
769
Invictus Private Wealth
Colorado
$263K -$11.3K -100 -4%
Koshinski Asset Management
770
Koshinski Asset Management
Illinois
$262K +$262K +2,325 New
AAS
771
Ameritas Advisory Services
Nebraska
$262K -$277K -2,450 -51%
BPFA
772
Barnes Pettey Financial Advisors
Mississippi
$260K
TSWM
773
Triangle Securities Wealth Management
North Carolina
$259K -$6.77K -60 -3%
APA
774
Astoria Portfolio Advisors
New York
$259K -$39.5K -357 -13%
PWA
775
Phoenix Wealth Advisors
North Carolina
$258K +$6.1K +54 +2%