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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 %
HSA
751
HBK Sorce Advisory
Pennsylvania
$309K -$30.4K -282 -9%
GT
752
Greenleaf Trust
Michigan
$309K -$271K -2,512 -47%
EWM
753
Elevatus Welath Management
New York
$308K +$308K +2,858 New
RIA
754
Regal Investment Advisors
Michigan
$305K -$212K -1,970 -41%
EWA
755
Encompass Wealth Advisors
Oregon
$302K
MSA
756
Marino Stram & Associates
Massachusetts
$301K -$31.6K -293 -9%
AF
757
Arrow Financial
New York
$295K -$25.7K -239 -8%
TWA
758
TCI Wealth Advisors
Arizona
$294K -$1.62K -15 -0.5%
GAM
759
Guinness Asset Management
United Kingdom
$293K +$10.4K +97 +4%
HCM
760
Hollencrest Capital Management
California
$291K
DWM
761
Darwin Wealth Management
Florida
$288K -$14.8K -137 -5%
SWM
762
Spire Wealth Management
Virginia
$287K -$4.27K -39 -1%
BMC
763
Benin Management Corp
Connecticut
$286K +$286K +2,660 New
TA
764
TFG Advisers
Michigan
$285K -$10K -93 -3%
IIA
765
ICW Investment Advisors
Arizona
$285K +$28.1K +261 +11%
HGERS
766
Householder Group Estate & Retirement Specialist
Arizona
$282K +$30.1K +280 +12%
TAM
767
Trust Asset Management
Texas
$281K
UFF
768
USA Financial Formulas
Michigan
$280K +$280K +2,604 New
SSB
769
Sandy Spring Bank
Maryland
$279K -$19.4K -180 -6%
WMA
770
Wealth Management Associates
New Jersey
$279K +$279K +2,590 New
VFA
771
Valeo Financial Advisors
Indiana
$279K +$279K +2,587 New
CAM
772
Cypress Asset Management
Texas
$277K -$10.8K -100 -4%
IGWM
773
ICA Group Wealth Management
Colorado
$277K +$66.4K +617 +32%
EWA
774
Etesian Wealth Advisors
Oregon
$276K -$3.05K -28 -1%
CAM
775
Columbia Asset Management
Michigan
$274K +$274K +2,545 New