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T Rowe Price
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Overview Fund Activity

1,047 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, 370 reducing their positions, and 100 closing their positions.

Holders
1,047
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
15.18%
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
370
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 %
OCBCO
801
Oversea-Chinese Banking Corp (OCBC)
Singapore
$255K +$255K +2,092 New
CWG
802
Cornerstone Wealth Group
North Carolina
$254K +$254K +2,086 New
BTWM
803
Baker Tilly Wealth Management
Wisconsin
$254K -$52.3K -429 -17%
IPW
804
Invictus Private Wealth
Colorado
$253K -$26.3K -216 -9%
SC
805
Syon Capital
California
$250K -$223K -1,829 -47%
CCA
806
Checchi Capital Advisers
California
$249K +$249K +2,041 New
SP
807
Symmetry Partners
Connecticut
$248K +$248K +2,037 New
PWM
808
Paulson Wealth Management
Illinois
$247K +$11.6K +95 +5%
SF
809
Summit Financial
New Jersey
$246K -$5.24K -43 -2%
LA
810
Lane & Associates
New Jersey
$245K +$13.2K +108 +6%
MSG
811
Main Street Group
Virginia
$243K – – –
WCM Investment Management
812
WCM Investment Management
California
$242K +$15.7K +129 +7%
PCM
813
Prelude Capital Management
New York
$241K +$241K +1,973 New
AAS
814
Ameritas Advisory Services
Nebraska
$239K +$239K +2,137 New
MC
815
Moors & Cabot
Massachusetts
$238K -$131K -1,073 -35%
MPIA
816
Mountain Pacific Investment Advisers
Idaho
$238K +$238K +1,950 New
WC
817
Weil Company
California
$236K +$2.44K +20 +1%
EFS
818
Essex Financial Services
Connecticut
$236K +$5.73K +47 +2%
JIC
819
Joel Isaacson & Co
New York
$236K – – –
BFA
820
Bill Few Associates
Pennsylvania
$234K +$234K +1,922 New
WMA
821
Wealth Management Associates
New Jersey
$234K -$64.6K -560 -22%
OAM
822
Ostrum Asset Management
France
$233K – – –
PAMG
823
Patton Albertson Miller Group
Tennessee
$233K -$9.14K -75 -4%
MWM
824
Modera Wealth Management
New Jersey
$232K +$232K +1,903 New
IA
825
IAM Advisory
Pennsylvania
$231K +$231K +1,895 New
31 32
33
34 35