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T. Rowe Price

1,148 hedge funds and large institutions have $32.1B invested in T. Rowe Price in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 413 increasing their positions, 397 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 90

3% more funds holding

Funds holding: 1,1181,148 (+30)

4% more repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 397

0.92% more ownership

Funds ownership: 72.23%73.14% (+0.92%)

1% less capital invested

Capital invested by funds: $32.2B → $32.1B (-$164M)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

28% less funds holding in top 10

Funds holding in top 10: 3223 (-9)

Holders
1,148
Holders Change
+30
Holders Change %
+2.68%
% of All Funds
17.66%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.35%
New
139
Increased
413
Reduced
397
Closed
90
Calls
$140M
Puts
$182M
Net Calls
-$42.3M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
826
SC&H Financial Advisors
Maryland
$350K +$361K +1,779 New
LWCFA
827
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K -$60.7K -299 -14%
ACM
828
Ashford Capital Management
Delaware
$349K
CFG
829
Citizens Financial Group
Rhode Island
$348K -$102K -503 -22%
BWP
830
BSW Wealth Partners
Colorado
$348K
BIA
831
BHK Investment Advisors
Alabama
$345K -$5.89K -29 -2%
TC
832
TownSquare Capital
Utah
$344K -$9.55K -47 -3%
IP
833
Innovative Portfolios
Indiana
$344K
MPIA
834
Mountain Pacific Investment Advisers
Idaho
$344K
ONB
835
Old National Bancorp
Indiana
$343K -$28.6K -141 -7%
SICM
836
Sustainable Insight Capital Management
New York
$342K +$4.47K +22 +1%
CPIA
837
Cornell Pochily Investment Advisors
New York
$341K -$9.95K -49 -3%
MYLI
838
Meiji Yasuda Life Insurance
Japan
$341K +$1.02K +5 +0.3%
ECM
839
Evergreen Capital Management
Washington
$340K -$4.88K -24 -1%
OPS
840
Orion Portfolio Solutions
Nebraska
$339K +$35.8K +176 +11%
FFM
841
Forum Financial Management
Illinois
$339K +$350K +1,723 New
BG
842
Bahl & Gaynor
Ohio
$337K
CFG
843
Cooper Financial Group
California
$336K +$13.2K +65 +4%
LS
844
Livforsakringsbolaget Skandia
Sweden
$334K -$284K -1,400 -45%
SPC
845
Stewart & Patten Company
California
$334K
ABLA
846
Alan B. Lancz & Associates
Ohio
$334K +$345K +1,700 New
EIP
847
Ellis Investment Partners
Pennsylvania
$333K -$1.83K -9 -0.5%
P
848
Pitcairn
Pennsylvania
$333K -$406 -2 -0.1%
WF
849
Welch & Forbes
Massachusetts
$333K
SAM
850
Security Asset Management
New York
$332K -$112K -550 -25%

TROW Hedge Fund Activity: Q4 2021 in Review

1,148 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2021, worth a combined $32.1B — down 0.51% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new TROW positions and 90 closed out — a net gain of 49 holders — while 413 added to existing stakes and 397 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $271M. The largest seller was First Trust Advisors, cutting an estimated $171M.

  • 1,148 institutional investors held T. Rowe Price (TROW) as of Q4 2021, up from 1,118 in Q3 2021.
  • Funds reported $32.1B of T. Rowe Price stock for Q4 2021, down 0.51% quarter-over-quarter.
  • 139 funds opened new T. Rowe Price positions in Q4 2021 and 90 closed out, a net change of +49 holders.
  • The largest T. Rowe Price buyer in Q4 2021 was Fidelity Investments, an estimated $271M added.
  • The largest T. Rowe Price seller in Q4 2021 was First Trust Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2021.