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T Rowe Price

1,006 hedge funds and large institutions have $19.7B invested in T Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 445 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
445
Reduced
326
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
851
Geneos Wealth Management
Colorado
$125K -$4.8M -42,541 -97%
MPWT
852
MassMutual Private Wealth & Trust
Connecticut
$121K +$22.7K +201 +23%
NSIM
853
North Star Investment Management
Illinois
$120K +$45.2K +400 +60%
GFWA
854
Grey Fox Wealth Advisors
Delaware
$113K +$1.13K +10 +1%
JWM
855
Janiczek Wealth Management
Colorado
$113K +$43.8K +387 +63%
CT
856
Colonial Trust
South Carolina
$113K
TIM
857
Thompson Investment Management
Wisconsin
$113K +$113K +1,000 New
HCP
858
Hexagon Capital Partners
Arkansas
$111K +$74.4K +659 +201%
CSPIA
859
Cary Street Partners Investment Advisory
Virginia
$107K -$35K -310 -25%
C
860
Covestor
United Kingdom
$107K -$27.4K -242 -20%
AWM
861
Avior Wealth Management
Nebraska
$104K +$45.6K +404 +78%
CWP
862
Concord Wealth Partners
Virginia
$102K -$39K -346 -28%
AFS
863
Annapolis Financial Services
Maryland
$102K +$38.8K +344 +62%
FFA
864
Fairfield Financial Advisors
Massachusetts
$98.6K -$60K -543 -38%
FFA
865
Farther Finance Advisors
California
$97.9K -$677 -6 -0.7%
TPCW
866
TD Private Client Wealth
New York
$97.3K -$903 -8 -0.9%
TWM
867
Tradition Wealth Management
Minnesota
$94K +$94K +831 New
MIA
868
Milestone Investment Advisors
Wisconsin
$93.1K +$93.1K +825 New
EA
869
Evolution Advisers
Virginia
$91K +$895 +8 +1%
VCM
870
Vigilant Capital Management
Maine
$90K
MHR
871
Matthew Hamilton Rosenberg
$88.3K
WPWM
872
Western Pacific Wealth Management
Illinois
$84.1K
IGWM
873
ICA Group Wealth Management
Colorado
$83.7K +$36.6K +324 +78%
KA
874
Kozak & Associates
Colorado
$77.8K
BWP
875
Baldwin Wealth Partners
Massachusetts
$75.3K -$231K -2,045 -75%