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T Rowe Price

1,034 hedge funds and large institutions have $27.4B invested in T Rowe Price in 2021 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 362 increasing their positions, 360 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,034
Holders Change
+26
Holders Change %
+2.58%
% of All Funds
18.21%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.46%
New
119
Increased
362
Reduced
360
Closed
81
Calls
$88.1M
Puts
$79.6M
Net Calls
+$8.51M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PO
926
Private Ocean
California
$44K
HI
927
Human Investing
Oregon
$42K -$57.1K -336 -58%
NSIM
928
North Star Investment Management
Illinois
$41K
CWP
929
Concord Wealth Partners
Virginia
$41K +$40.1K +236 +4,720%
TFS
930
TrustCore Financial Services
Tennessee
$40K -$17.2K -100 -30%
PP
931
Peconic Partners
New York
$39K
CB
932
CNB Bank
Pennsylvania
$38K
SCA
933
Stonebridge Capital Advisors
Minnesota
$38K +$38K +223 New
BWL
934
Bogart Wealth LLC
Virginia
$37K +$26.7K +156 +260%
FCA
935
FinTrust Capital Advisors
South Carolina
$36K
GWS
936
Glassman Wealth Services
Virginia
$36K +$3.96K +23 +12%
TFO
937
Tarbox Family Office
California
$35K
ATC
938
Adirondack Trust Company
New York
$34K
KPCM
939
Kings Point Capital Management
New York
$34K
PP
940
PrairieView Partners
Minnesota
$34K
MMG
941
Monetary Management Group
Missouri
$34K
MA
942
Montag & Associates
Georgia
$28K
CFO
943
CVA Family Office
Colorado
$27K +$27K +155 New
FPFS
944
First Personal Financial Services
North Carolina
$26K
LWM
945
Liberty Wealth Management
California
$26K
CDIA
946
Capital Directions Investment Advisors
Georgia
$26K +$26K +150 New
PCG
947
Private Capital Group
Connecticut
$25K -$76.2K -448 -75%
KFI
948
Key Financial Inc
Pennsylvania
$25K
TSW
949
Thompson Siegel & Walmsley
Virginia
$25K +$1.19K +7 +5%
APC
950
Aspire Private Capital
North Carolina
$25K +$22.3K +130 +813%