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T Rowe Price

1,013 hedge funds and large institutions have $19.2B invested in T Rowe Price in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 375 increasing their positions, 418 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+7
Holders Change %
+0.7%
% of All Funds
15.98%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
80
Increased
375
Reduced
418
Closed
65
Calls
$195M
Puts
$144M
Net Calls
+$50.7M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
801
FineMark National Bank & Trust
Florida
$218K +$2.13K +19 +1%
JIC
802
Joel Isaacson & Co
New York
$217K
MWM
803
Modera Wealth Management
New Jersey
$215K +$215K +1,922 New
VFA
804
Valeo Financial Advisors
Indiana
$214K -$159K -1,423 -43%
FT
805
Fiduciary Trust
Massachusetts
$214K -$199K -1,778 -48%
KFS
806
Kurt F. Somerville
$213K
EFS
807
Essex Financial Services
Connecticut
$211K +$1.9K +17 +0.9%
DCM
808
Dupont Capital Management
Delaware
$211K -$53.9K -481 -20%
CI
809
Conning Inc
Connecticut
$211K -$22.4K -200 -10%
AG
810
Ascent Group
Virginia
$210K -$29.4K -256 -12%
WC
811
Weil Company
California
$210K +$2.35K +21 +1%
SWA
812
Sutton Wealth Advisors
Florida
$208K +$560 +5 +0.3%
PCG
813
Prosperity Consulting Group
Maryland
$208K -$20.3K -181 -9%
HVIA
814
Hudson Valley Investment Advisors
New York
$207K -$126K -1,125 -38%
BW
815
Bison Wealth
Georgia
$207K +$207K +1,850 New
FAFN
816
First Affirmative Financial Network
Colorado
$207K +$6.16K +55 +3%
CF
817
Copperwynd Financial
Arizona
$206K -$7.17K -64 -3%
GL
818
Graypoint LLC
New York
$204K -$152K -1,359 -43%
WCM
819
Whitener Capital Management
North Carolina
$203K +$112 +1 +0.1%
SM
820
Sweeney & Michel
California
$203K +$203K +1,768 New
KA
821
KLCM Advisors
Wisconsin
$203K +$203K +1,809 New
DWM
822
Dakota Wealth Management
Florida
$201K
LWCFA
823
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K -$28K -250 -12%
HS
824
Horan Securities
United States
$199K -$2.46K -22 -1%
FCFS
825
First Command Financial Services
Texas
$195K +$195K +1,740 New