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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 %
PG
826
Prostatis Group
Maryland
$227K -$646 -6 -0.3%
SF
827
Summit Financial
New Jersey
$222K -$198K -1,841 -47%
SN
828
Sittner & Nelson
Oregon
$221K +$44.2K +410 +25%
FNBT
829
FineMark National Bank & Trust
Florida
$221K +$11.3K +105 +5%
MSG
830
Main Street Group
Virginia
$218K +$218K +2,020 New
BP
831
Ballentine Partners
Massachusetts
$216K -$5M -46,463 -96%
CF
832
Copperwynd Financial
Arizona
$216K +$216K +2,004 New
ESB
833
Essex Savings Bank
Connecticut
$215K -$274K -2,549 -56%
PAMG
834
Patton Albertson Miller Group
Tennessee
$214K -$37.7K -350 -15%
EH
835
Equitable Holdings
New York
$213K +$213K +1,978 New
HWM
836
HB Wealth Management
Georgia
$212K -$381K -3,535 -64%
DCM
837
DGS Capital Management
New Jersey
$212K -$95K -882 -31%
JIC
838
Joel Isaacson & Co
New York
$208K
PCS
839
Personal CFO Solutions
New Jersey
$208K +$3.02K +28 +1%
PWM
840
Paulson Wealth Management
Illinois
$208K +$208K +1,933 New
BC
841
Bridgefront Capital
Texas
$207K +$207K +1,924 New
WC
842
Weil Company
California
$207K +$207K +1,918 New
OAM
843
Ostrum Asset Management
France
$206K -$341K -3,162 -62%
LA
844
Lane & Associates
New Jersey
$205K -$103K -960 -34%
WC
845
Woodstock Corp
Massachusetts
$204K -$59.2K -550 -22%
EFS
846
Essex Financial Services
Connecticut
$204K +$204K +1,890 New
TSWM
847
Triangle Securities Wealth Management
North Carolina
$203K -$27.5K -255 -12%
WCM Investment Management
848
WCM Investment Management
California
$203K +$203K +1,859 New
WCM
849
Whitener Capital Management
North Carolina
$202K +$202K +1,880 New
FCFC
850
First Commonwealth Financial Corp
Pennsylvania
$202K -$8.4K -78 -4%