TROW icon

T Rowe Price

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
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
801
Blossom Wealth Management
California
$249K +$2.69K +25 +1%
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$249K -$70.9K -658 -22%
BAM
803
Belpointe Asset Management
Nevada
$248K +$39.5K +367 +19%
CFG
804
Cooper Financial Group
California
$248K -$12K -111 -5%
BPFA
805
Barnes Pettey Financial Advisors
Mississippi
$248K
IPW
806
Invictus Private Wealth
Colorado
$247K -$3.45K -32 -1%
CAM
807
Cidel Asset Management
Ontario, Canada
$244K +$244K +2,269 New
BIM
808
Bridges Investment Management
Nebraska
$244K -$192K -1,780 -44%
IW
809
Imprint Wealth
South Carolina
$244K +$31.8K +295 +15%
PE
810
Point72 Europe
United Kingdom
$243K +$243K +2,261 New
FMLI
811
Fukoku Mutual Life Insurance
Japan
$243K
CG
812
Caprock Group
Idaho
$242K +$10.9K +101 +5%
PWA
813
Phoenix Wealth Advisors
North Carolina
$237K +$216 +2 +0.1%
VI
814
Versor Investments
New York
$237K -$657K -6,098 -73%
BEI
815
Benjamin Edwards Inc
Missouri
$236K -$432 -4 -0.2%
AT
816
Arden Trust
Delaware
$235K -$222K -2,065 -49%
AIA
817
Affinity Investment Advisors
California
$234K +$234K +2,174 New
RGC
818
Roberts, Glore & Co
Illinois
$233K -$93.5K -868 -29%
PI
819
PGGM Investments
Netherlands
$233K
CC
820
Corton Capital
Ontario, Canada
$232K +$232K +2,156 New
RWM
821
Revisor Wealth Management
Ohio
$229K -$89.7K -833 -28%
TFS
822
Thoroughbred Financial Services
Tennessee
$229K -$277K -2,576 -55%
CWM
823
Cornerstone Wealth Management
Missouri
$228K -$19.4K -180 -8%
C
824
Certuity
Florida
$228K +$228K +2,121 New
PGFC
825
Peapack-Gladstone Financial Corp
New Jersey
$228K -$2.47K -23 -1%