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T Rowe Price
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Overview Fund Activity

1,143 hedge funds and large institutions have $32B invested in T Rowe Price in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 412 increasing their positions, 394 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
+30
Holders Change %
+2.7%
% of All Funds
17.65%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.36%
New
139
Increased
412
Reduced
394
Closed
90
Calls
$140M
Puts
$182M
Net Calls
-$42.3M
Net Calls Change
-$37.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
2
Goldman Sachs
Goldman Sachs
New York
+$131M
3
Ameriprise
Ameriprise
Minnesota
+$101M
4
State Street
State Street
Massachusetts
+$54M
5
N
Natixis
France
+$42.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$166M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$141M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
4
Bank of America
Bank of America
North Carolina
-$80.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
801
Intercontinental Wealth Advisors
Texas
$377K – – –
IAA
802
Independent Advisor Alliance
North Carolina
$377K +$377K +1,918 New
LSPW
803
Lake Street Private Wealth
Illinois
$374K +$374K +1,903 New
IA
804
IFP Advisors
Florida
$372K +$13.2K +67 +4%
IWC
805
Integrated Wealth Concepts
Massachusetts
$369K -$1.38K -7 -0.4%
PHS
806
Pekin Hardy Strauss
Illinois
$369K – – –
FA
807
FDx Advisors
Illinois
$369K +$65.3K +332 +21%
CG
808
Caprock Group
Idaho
$365K +$10.8K +55 +3%
TCM
809
Teza Capital Management
Illinois
$365K +$365K +1,855 New
GT
810
Glenview Trust
Kentucky
$363K +$363K +1,846 New
MA
811
MUFG Americas
New York
$362K -$59K -300 -14%
EP
812
Edgestream Partners
New Jersey
$361K -$3.55M -18,069 -91%
FHB
813
First Hawaiian Bank
Hawaii
$361K -$137K -696 -28%
KFA
814
Krane Funds Advisors
New York
$361K -$14K -71 -4%
PWA
815
Phoenix Wealth Advisors
North Carolina
$354K -$78.6K -399 -18%
FC
816
Financial Consulate
Maryland
$354K +$197 +1 +0.1%
TSWM
817
Triangle Securities Wealth Management
North Carolina
$354K +$42.3K +215 +14%
PAM
818
Paradigm Asset Management
New York
$354K -$59K -300 -14%
SIA
819
Soltis Investment Advisors
Utah
$353K +$590 +3 +0.2%
CFAM
820
Center For Asset Management
Florida
$352K +$131K +667 +59%
SSWM
821
Smith Salley Wealth Management
North Carolina
$350K – – –
SHFA
822
SC&H Financial Advisors
Maryland
$350K +$350K +1,779 New
LWCFA
823
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K -$58.7K -299 -14%
ACM
824
Ashford Capital Management
Delaware
$349K – – –
CFG
825
Citizens Financial Group
Rhode Island
$348K -$96.4K -503 -22%
31 32
33
34 35