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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
MOS
801
MGO One Seven
Ohio
$12K +$10.7K +110 New
EARNEST Partners
802
EARNEST Partners
Georgia
$12K +$11.5K +118 New
TL
803
TrueWealth LLC
Georgia
$12K +$11.6K +119 New
ADL
804
Asset Dedication LLC
California
$11K
BWA
805
Burt Wealth Advisors
Maryland
$11K
First Manhattan
806
First Manhattan
New York
$11K
AWA
807
Acorn Wealth Advisors
Michigan
$11K +$9.75K +100 New
CB
808
CNB Bank
Pennsylvania
$11K +$18.7K +192 New
WA
809
WealthTrust-Arizona
Arizona
$10K
VCM
810
Vigilant Capital Management
Maine
$10K +$8.88K +91 New
THWM
811
Taylor Hoffman Wealth Management
Virginia
$10K +$9.75K +100 New
CP
812
Corbenic Partners
Pennsylvania
$9K
Canada Pension Plan Investment Board
813
Canada Pension Plan Investment Board
Ontario, Canada
$8K -$224K -2,300 -97%
AWMS
814
Advocacy Wealth Management Services
Georgia
$8K
MFBTD
815
MB Financial Bank - Trust Department
Illinois
$8K
PMFA
816
Plante Moran Financial Advisors
Michigan
$8K
GFP
817
Gryphon Financial Partners
Ohio
$8K +$7.22K +74 New
FMA
818
FNY Managed Accounts
New York
$8K +$7.51K +77 New
FFG
819
Ford Financial Group
California
$8K +$7.61K +78 New
PW
820
Price Wealth
Texas
$8K +$7.61K +78 New
MCM
821
MV Capital Management
Maryland
$7K
VCM
822
Versant Capital Management
Arizona
$7K
AC
823
Avestar Capital
New York
$7K +$6.92K +71 New
AGA
824
Accuvest Global Advisors
Utah
$6K +$5.27K +54 New
APA
825
American Portfolios Advisors
New York
$5.35K +$4.97K +51 New