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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
TG
776
TLP Group
Illinois
$24K +$22.4K +230 New
EFSCE
777
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$7.71K -79 -27%
EA
778
Edge Advisors
Georgia
$22K +$21.3K +218 New
BC
779
Bartlett & Co
Ohio
$21K
KPCM
780
Kings Point Capital Management
New York
$21K
EDRH
781
Edmond de Rothschild Holding
Switzerland
$20K
AssetMark Inc
782
AssetMark Inc
California
$20K +$6.92K +71 +61%
FDCDDQ
783
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K +$14.6K +150 +395%
GRP
784
Global Retirement Partners
California
$19K
HWM
785
Holloway Wealth Management
Florida
$17K
JAM
786
Jolley Asset Management
North Carolina
$16K
SMG
787
Spectrum Management Group
Indiana
$16K
TSW
788
Thompson Siegel & Walmsley
Virginia
$15K -$58.8K -603 -81%
GAM
789
Gemmer Asset Management
California
$15K
LNB
790
Ledyard National Bank
$15K
SBL
791
Sargent Bickham Lagudis
Colorado
$14K -$51.7K -530 -80%
BWL
792
Bogart Wealth LLC
Virginia
$14K
FPFS
793
First Personal Financial Services
North Carolina
$14K +$12.7K +130 New
LFA
794
Legacy Financial Advisors
Kentucky
$14K +$13.8K +142 New
BWM
795
Baystate Wealth Management
Massachusetts
$13K
PFBT
796
Parkside Financial Bank & Trust
Missouri
$13K +$1.07K +11 +10%
GT
797
Glenmede Trust
Pennsylvania
$12K
Lazard Asset Management
798
Lazard Asset Management
New York
$12K
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$12K
YWP
800
YorkBridge Wealth Partners
New York
$12K