TROW icon

T Rowe Price
TROW

Overview Fund Activity

923 hedge funds and large institutions have $20.5B invested in T Rowe Price in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 326 increasing their positions, 333 reducing their positions, and 72 closing their positions.

Holders
923
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.68%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.36%
New
84
Increased
326
Reduced
333
Closed
72
Calls
$66.8M
Puts
$138M
Net Calls
-$70.9M
Net Calls Change
-$36.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.45B
2
EIP
2
Epoch Investment Partners
New York
$66.4M
3
DZ Bank
3
DZ Bank
Germany
$47.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$75.7M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$99.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.09B
2
State Street
2
State Street
Massachusetts
$1.49B
3
Franklin Resources
3
Franklin Resources
California
$82.8M
4
JCM
4
Junto Capital Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.48B
Name Market Value Shares Shares
Change 		Shares
Change %
SL
901
Savior LLC
Massachusetts
$4K 35 – –
LWA
902
Lenox Wealth Advisors
New York
$4K 29 +29 New
LAS
903
Lloyd Advisory Services
Georgia
$3K 21 -19 -48%
CCM
904
Copeland Capital Management
Pennsylvania
$3K 20 – –
CAM
905
Close Asset Management
United Kingdom
$3K 20 – –
HI
906
Hudock Inc
Pennsylvania
$3K 26 – –
BWM
907
Baystate Wealth Management
Massachusetts
$3K 21 – –
WAS
908
Winch Advisory Services
Wisconsin
$3K 20 – –
PCA
909
Providence Capital Advisors
North Carolina
$3K 21 +21 New
PWM
910
Provident Wealth Management
Tennessee
$3K 25 +25 New
F
911
F3Logic
Minnesota
$2.24K 17,434 -1,322 -7%
APC
912
Aspire Private Capital
North Carolina
$2K 16 -135 -89%
APW
913
Acima Private Wealth
Virginia
$2K 17 – –
AF
914
Advisornet Financial
Minnesota
$2K 14 – –
BCM
915
Bourgeon Capital Management
Connecticut
$2K 14 +14 New
AWM
916
Avior Wealth Management
Nebraska
$2K 23 +23 New
BWM
917
BerganKDV Wealth Management
Minnesota
$1K 8 – –
VCM
918
Versant Capital Management
Arizona
$1K 13 – –
Fidelity International
919
Fidelity International
Bermuda
$1K 9 +6 +200%
IAS
920
IMA Advisory Services
Colorado
$1K 10 +10 New
SSW
921
Smith Shellnut Wilson
Mississippi
$318 2,479 – –
FCA
922
FinTrust Capital Advisors
South Carolina
$27 207 – –
WIM
923
Westside Investment Management
California
$16 130 – –
JCM
924
Junto Capital Management
New York
– – -397,154 Closed
Lord, Abbett & Co
925
Lord, Abbett & Co
New Jersey
– – -317,100 Closed
35 36
37
38 39