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T Rowe Price
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Overview Fund Activity

1,017 hedge funds and large institutions have $18.9B invested in T Rowe Price in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+20
Holders Change %
+2.01%
% of All Funds
16.41%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.23%
New
125
Increased
378
Reduced
361
Closed
86
Calls
$194M
Puts
$164M
Net Calls
+$30.4M
Net Calls Change
+$36.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.02B
2
Victory Capital Management
2
Victory Capital Management
Texas
$296M
3
State Street
3
State Street
Massachusetts
$1.63B
4
WP
4
WMS Partners
Maryland
$66M
5
Charles Schwab
5
Charles Schwab
California
$523M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$797M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.4M
3
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$855M
4
Capital World Investors
4
Capital World Investors
California
$70M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
826
Key Financial Inc
Pennsylvania
$144K – – –
CT
827
Cambridge Trust
Massachusetts
$144K -$9.16K -84 -6%
BAM
828
Belpointe Asset Management
Nevada
$144K -$4.91K -45 -3%
SAM
829
S.A. Mason
Michigan
$139K – – –
CSPIA
830
Cary Street Partners Investment Advisory
Virginia
$137K +$137K +1,260 New
CWP
831
Concord Wealth Partners
Virginia
$137K +$137K +1,253 New
CFGS
832
Concourse Financial Group Securities
Alabama
$132K +$25.2K +231 +24%
LC
833
Lindbrook Capital
California
$131K +$6.33K +58 +5%
C
834
Covestor
United Kingdom
$130K -$7.44K -68 -5%
AA
835
Ancora Advisors
Ohio
$130K +$1.42K +13 +1%
Dimensional Fund Advisors
836
Dimensional Fund Advisors
Texas
$121K -$4.95K -45,350 -4%
GBT
837
Grove Bank & Trust
Florida
$116K +$116K +1,060 New
CT
838
Colonial Trust
South Carolina
$109K +$109K +1,000 New
UOTTAIMCU
839
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$109K +$109K +1,000 New
GFWA
840
Grey Fox Wealth Advisors
Delaware
$109K +$109K +995 New
CBT
841
Central Bank & Trust
Kentucky
$108K +$2.84K +26 +3%
FFA
842
Farther Finance Advisors
California
$95.2K +$95.2K +873 New
MPWT
843
MassMutual Private Wealth & Trust
Connecticut
$95K -$10.7K -98 -10%
TPCW
844
TD Private Client Wealth
New York
$94.9K +$3.49K +32 +4%
LWA
845
Lowe Wealth Advisors
Maryland
$93.8K – – –
IAIM
846
Industrial Alliance Investment Management
Quebec, Canada
$93K +$75.7K +692 +438%
SBL
847
Sargent Bickham Lagudis
Colorado
$90.5K – – –
HBW
848
Hazlett, Burt & Watson
West Virginia
$89K – – –
VCM
849
Vigilant Capital Management
Maine
$87K -$32.6K -300 -27%
EA
850
Evolution Advisers
Virginia
$87K +$757 +7 +0.9%
32 33
34
35 36