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T Rowe Price
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Overview Fund Activity

1,048 hedge funds and large institutions have $20B invested in T Rowe Price in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 417 increasing their positions, 371 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
15.19%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
104
Increased
417
Reduced
371
Closed
100
Calls
$261M
Puts
$216M
Net Calls
+$44.6M
Net Calls Change
+$18.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$793M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$150M
3
Citadel Advisors
Citadel Advisors
Florida
$341M
4
KBC Group
KBC Group
Belgium
$65.5M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$39M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$347M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$168K
3
State Street
State Street
Massachusetts
$1.77B
4
American Century Companies
American Century Companies
Missouri
$293M
5
Marshall Wace
Marshall Wace
United Kingdom
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
751
Insight Folios
North Carolina
$303K -$1.95K -16 -0.6%
PCS
752
Personal CFO Solutions
New Jersey
$302K +$66K +541 +28%
TPW
753
TL Private Wealth
Texas
$299K – – –
JF
754
Jump Financial
Illinois
$297K -$3.23M -26,529 -92%
JCM
755
Jacobi Capital Management
Pennsylvania
$296K +$5.97K +49 +2%
NFSG
756
Newbridge Financial Services Group
Florida
$296K +$296K +2,428 New
MAS
757
Meeder Advisory Services
Ohio
$296K -$12.8K -105 -4%
VFA
758
Valeo Financial Advisors
Indiana
$295K +$8K +72 +3%
Capstone Investment Advisors
759
Capstone Investment Advisors
New York
$295K -$459K -3,765 -61%
PPW
760
Presilium Private Wealth
Pennsylvania
$294K – – –
CIA
761
Concurrent Investment Advisors
Florida
$294K -$158K -1,297 -35%
LC
762
Lincoln Capital
Nebraska
$293K – – –
EH
763
Equitable Holdings
New York
$292K +$51.2K +420 +21%
FMN
764
Financial Management Network
California
$292K +$116 +1 +0%
HGERS
765
Householder Group Estate & Retirement Specialist
Arizona
$291K -$28.7K -235 -9%
MMA
766
Miracle Mile Advisors
California
$291K – – –
DWM
767
Darwin Wealth Management
Florida
$291K -$35.4K -290 -11%
DILIC
768
Dai-ichi Life Insurance Company
Japan
$291K +$291K +2,383 New
PSC
769
Portman Square Capital
United Kingdom
$290K -$1.26M -10,336 -81%
MIM
770
MTM Investment Management
South Carolina
$290K -$18.2K -149 -6%
CAM
771
Cidel Asset Management
Ontario, Canada
$289K +$12.7K +104 +5%
BWM
772
Blossom Wealth Management
California
$288K +$5.49K +45 +2%
SIA
773
Soltis Investment Advisors
Utah
$287K +$2.56K +21 +0.9%
CI
774
Cigna Investments
Connecticut
$287K – – –
CFG
775
Cooper Financial Group
California
$287K +$6.1K +50 +2%
29 30
31
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