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T. Rowe Price

840 hedge funds and large institutions have $16.7B invested in T. Rowe Price in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 274 increasing their positions, 309 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $62M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.7B (+$892M)

9% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 76

0% more funds holding

Funds holding: 840840 (0)

1.35% less ownership

Funds ownership: 71.85%70.5% (-1.3%)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 309

Holders
840
Holders Change
Holders Change %
0%
% of All Funds
18.18%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
83
Increased
274
Reduced
309
Closed
76
Calls
$83.4M
Puts
$62M
Net Calls
+$21.4M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
776
Requisite Capital Management
Texas
$16K +$15.8K +164 New
AIA
777
Alera Investment Advisors
Illinois
$15K -$193 -2 -1%
KTC
778
Kistler-Tiffany Companies
Pennsylvania
$15K
NFG
779
Next Financial Group
Texas
$15K
NFH
780
NEXT Financial Holdings
Texas
$15K +$14.5K +150 New
WWM
781
Willingdon Wealth Management
North Carolina
$14K -$11.6K -120 -46%
FCA
782
FinTrust Capital Advisors
South Carolina
$14K
TSW
783
Thompson Siegel & Walmsley
Virginia
$14K
SIAS
784
Shine Investment Advisory Services
Colorado
$14K +$13.8K +143 New
HWA
785
Heritage Wealth Advisors
Virginia
$13.6K
AF
786
Advisornet Financial
Minnesota
$13K
BWL
787
Bogart Wealth LLC
Virginia
$13K
CIA
788
CSat Investment Advisory
Michigan
$13K +$771 +8 +7%
GAM
789
Gemmer Asset Management
California
$12K -$2.6K -27 -19%
EARNEST Partners
790
EARNEST Partners
Georgia
$12K
CFG
791
Citizens Financial Group
Rhode Island
$12K +$9.16K +95 +380%
KPW
792
Kore Private Wealth
New York
$12K +$11.6K +120 New
CLOS
793
Compagnie Lombard Odier SCmA
Switzerland
$11K -$15.2K -158 -60%
ADL
794
Asset Dedication LLC
California
$11K
BWA
795
Burt Wealth Advisors
Maryland
$11K
MWM
796
Mascoma Wealth Management
New Hampshire
$10K
OAM
797
Oppenheimer Asset Management
New York
$10K
THWM
798
Taylor Hoffman Wealth Management
Virginia
$10K
FAM
799
Fred Alger Management
New York
$10K +$10K +104 New
HR
800
Howe & Rusling
New York
$9K -$1.54K -16 -15%