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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 %
MSWM
901
McGlone Suttner Wealth Management
Wisconsin
$66.6K +$66.6K +618 New
CI Investments Inc
902
CI Investments Inc
Ontario, Canada
$66K -$583K -5,445 -90%
KFP
903
Keener Financial Planning
Texas
$65K +$65K +600 New
SNB
904
Security National Bank
Nebraska
$64.6K +$64.6K +600 New
RCM
905
Raleigh Capital Management
North Carolina
$63.5K +$5.27K +49 +9%
RIM
906
Rakuten Investment Management
Japan
$60.3K +$60.3K +553 New
CYG
907
Clean Yield Group
Vermont
$59.3K
ITIM
908
Indiana Trust & Investment Management
Indiana
$59.2K
T
909
TOBAM
France
$55K +$52.6K +487 +2,214%
CT
910
Clearstead Trust
Maine
$54.7K
AFS
911
Annapolis Financial Services
Maryland
$54.5K -$42.6K -396 -44%
BTI
912
Blue Trust Inc
Georgia
$54K -$53.3K -514 -50%
SC
913
Sawyer & Company
Massachusetts
$54K
AA
914
Alta Advisers
United Kingdom
$53.8K
PS
915
Principal Securities
Iowa
$52.7K +$52.7K +489 New
WT
916
Washington Trust
Rhode Island
$50.1K -$36.6K -340 -42%
ST
917
Smithfield Trust
Pennsylvania
$46K -$69.8K -645 -60%
PA
918
PSI Advisors
Florida
$45.3K
OP
919
ORG Partners
Indiana
$43.2K
BWP
920
Baldwin Wealth Partners
Massachusetts
$43.1K
CT
921
Cambridge Trust
Massachusetts
$43.1K
DAC
922
Dividend Assets Capital
South Carolina
$43K +$5.44K +50 +14%
ATC
923
Adirondack Trust Company
New York
$42.5K
NS
924
NBC Securities
Alabama
$42K +$2.12K +20 +5%
CFGS
925
Concourse Financial Group Securities
Alabama
$41.2K -$29.1K -270 -41%