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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
MPM
851
MBB Public Markets
Illinois
$332K +$343K +1,689 New
ACM
852
Allred Capital Management
Texas
$331K
SFA
853
Sequoia Financial Advisors
Ohio
$331K +$342K +1,684 New
1SB
854
1ST Source Bank
Indiana
$329K
BONH
855
Bank of New Hampshire
New Hampshire
$325K -$10.2K -50 -3%
GSEP
856
Golden State Equity Partners
California
$325K +$336K +1,652 New
SIA
857
Schechter Investment Advisors
Michigan
$325K +$336K +1,654 New
LCM
858
Leisure Capital Management
California
$324K
IF
859
Insight Folios
North Carolina
$324K +$8.13K +40 +2%
GWSG
860
GPS Wealth Strategies Group
Colorado
$323K +$31.1K +153 +10%
HH
861
Hilltop Holdings
Texas
$320K -$43.5K -214 -12%
Federated Hermes
862
Federated Hermes
Pennsylvania
$320K -$29K -143 -8%
YIA
863
YHB Investment Advisors
Connecticut
$319K
TC
864
Tatro Capital
Kentucky
$319K +$2.03K +10 +0.6%
CFA
865
CWS Financial Advisors
Michigan
$319K +$329K +1,621 New
SSG
866
Summit Securities Group
New York
$319K +$330K +1,624 New
TFS
867
Thoroughbred Financial Services
Tennessee
$318K +$102K +504 +45%
TSS
868
Two Sigma Securities
New York
$318K +$328K +1,617 New
YMRC
869
Yorktown Management & Research Company
Virginia
$317K
CFA
870
Carroll Financial Associates
North Carolina
$316K
FAIM
871
Financial Advocates Investment Management
Washington
$316K +$102K +503 +46%
C
872
Certuity
Florida
$314K -$36.2K -178 -10%
B
873
Bailard
California
$314K -$24.8K -122 -7%
KA
874
Kovack Advisors
Florida
$313K -$365K -1,798 -53%
FAFN
875
First Affirmative Financial Network
Colorado
$311K +$1.63K +8 +0.5%

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.