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T Rowe Price
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$284M
2
UBS Group
UBS Group
Switzerland
+$86.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$80.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$73.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$60.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$226M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$120M
3
SC
SRB Corp
Massachusetts
-$101M
4
Norges Bank
Norges Bank
Norway
-$91M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
776
Meeder Advisory Services
Ohio
$273K -$54.9K -510 -17%
MIM
777
MTM Investment Management
South Carolina
$272K -$21.5K -200 -7%
BTWM
778
Baker Tilly Wealth Management
Wisconsin
$271K -$29K -269 -10%
SSWM
779
Sheets Smith Wealth Management
North Carolina
$270K -$55.8K -518 -17%
IF
780
Insight Folios
North Carolina
$270K +$3.77K +35 +1%
TPW
781
TL Private Wealth
Texas
$269K – – –
OHWA
782
Oak Hill Wealth Advisors
Virginia
$269K – – –
FMN
783
Financial Management Network
California
$266K +$6.58K +62 +3%
GHA
784
GW Henssler & Associates
Georgia
$266K -$19.5K -181 -7%
MFG
785
Merit Financial Group
Georgia
$266K +$266K +2,467 New
PPW
786
Presilium Private Wealth
Pennsylvania
$260K – – –
LC
787
Lincoln Capital
Nebraska
$259K – – –
MFS
788
Mirabella Financial Services
United Kingdom
$259K +$259K +2,404 New
MMA
789
Miracle Mile Advisors
California
$257K -$754 -7 -0.3%
RCM
790
Radnor Capital Management
Pennsylvania
$257K – – –
JCM
791
Jacobi Capital Management
Pennsylvania
$256K +$20.4K +189 +9%
AAS
792
Avantax Advisory Services
Texas
$255K -$105K -978 -29%
LAM
793
L2 Asset Management
Massachusetts
$255K +$93K +864 +58%
CI
794
Cigna Investments
Connecticut
$254K – – –
OAM
795
Oppenheimer Asset Management
New York
$252K -$86.9K -807 -26%
SIA
796
Soltis Investment Advisors
Utah
$251K -$215 -2 -0.1%
SRL
797
Scientech Research LLC
New Jersey
$251K +$251K +2,331 New
LCM
798
Liberty Capital Management
Michigan
$251K – – –
PCA
799
Pallas Capital Advisors
Massachusetts
$250K -$15.6K -145 -6%
AWE
800
Avidian Wealth Enterprises
Texas
$249K +$215 +2 +0.1%
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