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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$797M
2
CIAS
CFS Investment Advisory Services
New Jersey
$1.4M
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$855M
4
Capital World Investors
Capital World Investors
California
$70M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
851
Matthew Hamilton Rosenberg
$85.3K – – –
NFSG
852
Newbridge Financial Services Group
Florida
$81.7K +$10.9K +100 +15%
WPWM
853
Western Pacific Wealth Management
Illinois
$81.2K – – –
TFM
854
TFC Financial Management
Massachusetts
$77.1K – – –
ANBT
855
American National Bank & Trust
Texas
$77K -$878K -8,007 -92%
KA
856
Kozak & Associates
Colorado
$75K – – –
CA
857
Clearstead Advisors
Ohio
$73.6K +$545 +5 +0.7%
JWM
858
Janiczek Wealth Management
Colorado
$73.3K -$25.3K -212 -26%
NSIM
859
North Star Investment Management
Illinois
$72.3K +$11.8K +108 +19%
RBC
860
Roble Belko & Company
Pennsylvania
$72K – – –
AIC
861
Archer Investment Corporation
Indiana
$69.3K – – –
PFBT
862
Parkside Financial Bank & Trust
Missouri
$67.6K -$16.5K -151 -20%
Loomis, Sayles & Company
863
Loomis, Sayles & Company
Massachusetts
$67K -$7.88K -72 -11%
WBC
864
West Branch Capital
Massachusetts
$66.5K – – –
MFG
865
Mendota Financial Group
Wisconsin
$62.2K +$62.2K +570 New
MCM
866
MV Capital Management
Maryland
$61K -$436 -4 -0.7%
AFS
867
Annapolis Financial Services
Maryland
$60.8K -$67.9K -623 -53%
NHT
868
New Hampshire Trust
New Hampshire
$59.5K +$59.5K +546 New
HPC
869
HM Payson & Co
Maine
$58.2K -$3.6K -33 -6%
AWM
870
Avior Wealth Management
Nebraska
$56.7K – – –
Pacer Advisors
871
Pacer Advisors
Pennsylvania
$56.4K -$7.02M -64,330 -99%
AA
872
Alta Advisers
United Kingdom
$55K – – –
CT
873
Clearstead Trust
Maine
$55K – – –
SC
874
Sawyer & Company
Massachusetts
$55K – – –
LS
875
Leelyn Smith
Illinois
$54.5K -$10.9K -100 -17%
33 34
35
36 37