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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$347M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$168K
3
State Street
3
State Street
Massachusetts
$1.77B
4
American Century Companies
4
American Century Companies
Missouri
$293M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
776
Foster & Motley
Ohio
$286K +$286K +2,344 New
BAM
777
Belpointe Asset Management
Nevada
$286K +$4.63K +38 +2%
AWE
778
Avidian Wealth Enterprises
Texas
$285K +$2.68K +22 +0.9%
LCM
779
Liberty Capital Management
Michigan
$284K – – –
AAS
780
Avantax Advisory Services
Texas
$284K -$4.76K -39 -2%
WCM
781
Whitener Capital Management
North Carolina
$283K +$53.7K +440 +23%
BPFA
782
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
IFU
783
iSAM Funds (UK)
United Kingdom
$280K -$635K -5,209 -69%
CG
784
Caprock Group
Idaho
$277K +$2.2K +18 +0.8%
IW
785
Imprint Wealth
South Carolina
$275K +$3.13K +26 +1%
FMLI
786
Fukoku Mutual Life Insurance
Japan
$275K – – –
CAM
787
Columbia Asset Management
Michigan
$274K – – –
BEI
788
Benjamin Edwards Inc
Missouri
$272K +$5.25K +43 +2%
WCF
789
West Coast Financial
California
$272K +$272K +2,230 New
SW
790
SVB Wealth
Massachusetts
$271K -$79.6K -653 -23%
AIA
791
Affinity Investment Advisors
California
$265K – – –
RGC
792
Roberts, Glore & Co
Illinois
$264K – – –
AIC
793
Archer Investment Corporation
Indiana
$263K +$263K +2,157 New
SN
794
Sittner & Nelson
Oregon
$262K +$12.2K +100 +5%
SAM
795
Strategy Asset Managers
California
$261K +$261K +2,143 New
WDA
796
Wendell David Associates
New Hampshire
$261K -$91.5K -750 -26%
PWA
797
Phoenix Wealth Advisors
North Carolina
$261K -$7.44K -61 -3%
RCM
798
Radnor Capital Management
Pennsylvania
$260K -$31.1K -255 -11%
PGFC
799
Peapack-Gladstone Financial Corp
New Jersey
$260K +$1.59K +13 +0.6%
CWM
800
Cornerstone Wealth Management
Missouri
$259K +$122 +1 +0%
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