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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
1
Vanguard Group
Pennsylvania
$3.02B
2
Victory Capital Management
2
Victory Capital Management
Texas
$296M
3
State Street
3
State Street
Massachusetts
$1.63B
4
WP
4
WMS Partners
Maryland
$66M
5
Charles Schwab
5
Charles Schwab
California
$523M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$797M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.4M
3
Fayez Sarofim & Co
3
Fayez Sarofim & Co
Texas
$855M
4
Capital World Investors
4
Capital World Investors
California
$70M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
926
Resurgent Financial Advisors
Georgia
$21.2K +$21.2K +194 New
ZB
927
Zions Bancorporation
Utah
$19.4K +$5.67K +52 +41%
TC
928
Trust Company
Kansas
$18K -$4.06K -37 -18%
MA
929
Montag & Associates
Georgia
$18K – – –
Jones Financial Companies
930
Jones Financial Companies
Missouri
$17K – – –
BIA
931
Bell Investment Advisors
California
$16.7K -$2.62K -24 -14%
ETC
932
Exchange Traded Concepts
Oklahoma
$16.6K +$16.6K +152 New
BC
933
Barrett & Company
Rhode Island
$16.4K – – –
CDIA
934
Capital Directions Investment Advisors
Georgia
$16.4K +$16.4K +150 New
TSW
935
Thompson Siegel & Walmsley
Virginia
$15K – – –
SIS
936
Sound Income Strategies
Florida
$15K -$438 -4 -3%
JFA
937
JNBA Financial Advisors
Minnesota
$14.8K -$12.9K -118 -46%
KTC
938
Kistler-Tiffany Companies
Pennsylvania
$13.1K – – –
SWA
939
Sutton Wealth Advisors
Florida
$13.1K +$872 +8 +7%
BWM
940
Baystate Wealth Management
Massachusetts
$13K +$107 +1 +0.8%
EARNEST Partners
941
EARNEST Partners
Georgia
$12.9K – – –
OCM
942
Osterweis Capital Management
California
$12.7K – – –
PWMG
943
Prestige Wealth Management Group
New Jersey
$12.5K +$8.07K +74 +180%
MPCL
944
My Personal CFO LLC
Washington
$12.4K +$12.4K +114 New
FMTCOCP
945
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
LF
946
Lee Financial
Texas
$11.3K – – –
EAM
947
Eukles Asset Management
Ohio
$11K +$11K +100 New
CAL
948
Capital Advisors Ltd
Ohio
$11K +$7.19K +155 +189%
CCA
949
Column Capital Advisors
Indiana
$10.9K – – –
FPFS
950
First Personal Financial Services
North Carolina
$10.9K – – –
36 37
38
39 40