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T Rowe Price
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Overview Fund Activity

1,034 hedge funds and large institutions have $27.4B invested in T Rowe Price in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 360 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+26
Holders Change %
+2.58%
% of All Funds
18.21%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.46%
New
119
Increased
362
Reduced
360
Closed
81
Calls
$88.1M
Puts
$79.6M
Net Calls
+$8.51M
Net Calls Change
+$29.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$147M
2
BlackRock
BlackRock
New York
+$102M
3
State Street
State Street
Massachusetts
+$70M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$50.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$48.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$240M
2
First Trust Advisors
First Trust Advisors
Illinois
-$152M
3
Charles Schwab
Charles Schwab
California
-$36.2M
4
SSA
Schonfeld Strategic Advisors
New York
-$36.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
826
Seven Eight Capital
New York
$253K – – –
AWM
827
Accel Wealth Management
Iowa
$250K +$1.03K +6 +0.4%
SIM
828
Sonora Investment Management
Arizona
$246K – – –
BRM
829
Boston Research & Management
Massachusetts
$243K – – –
TMAM
830
Tokio Marine Asset Management
Japan
$241K +$241K +1,405 New
BAIA
831
Bel Air Investment Advisors
California
$240K +$240K +1,396 New
CMBA
832
C.M. Bidwell & Associates
Hawaii
$239K -$139K -811 -37%
ACM
833
Advisors Capital Management
New Jersey
$239K +$239K +1,393 New
MSWMA
834
Market Street Wealth Management Advisors
Indiana
$237K – – –
D
835
Diversified
Delaware
$235K +$2.74K +16 +1%
VFA
836
Valeo Financial Advisors
Indiana
$234K +$1.89K +11 +0.8%
JAG
837
Journey Advisory Group
Kentucky
$233K +$233K +1,357 New
GD
838
Grandfield & Dodd
New York
$230K – – –
DWM
839
Destination Wealth Management
California
$229K -$45.6K -266 -17%
AA
840
Argent Advisors
Louisiana
$228K – – –
STC
841
Sarah T. Connolly
$227K -$698K -4,070 -75%
ZB
842
Zions Bancorporation
Utah
$226K +$52K +303 +30%
VHAM
843
Van Hulzen Asset Management
California
$225K -$2.74K -16 -1%
CA
844
Clearstead Advisors
Ohio
$225K – – –
LWCFA
845
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K +$5.14K +30 +2%
IIA
846
ICW Investment Advisors
Arizona
$224K +$224K +1,308 New
ACM
847
Azimuth Capital Management
Michigan
$223K +$223K +1,300 New
GAM
848
Guinness Asset Management
United Kingdom
$221K +$3.43K +20 +2%
FWM
849
Frontier Wealth Management
Missouri
$221K +$221K +1,285 New
P
850
Pitcairn
Pennsylvania
$221K +$221K +1,289 New
32 33
34
35 36