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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 %
GWM
951
Guardian Wealth Management
Illinois
$10.6K +$109 +1 +1%
AWM
952
Accurate Wealth Management
Florida
$10.4K +$10.4K +89 New
SC
953
Seldon Capital
California
$10.4K – – –
AWM
954
Atticus Wealth Management
Florida
$10.3K -$1.75K -16 -15%
HFM
955
Harvest Fund Management
China
$10K +$10K +93 New
JWA
956
JFS Wealth Advisors
Pennsylvania
$9.6K -$654 -6 -6%
AAP
957
Arax Advisory Partners
Colorado
$9.49K +$1.31K +12 +16%
RBC
958
Romano Brothers & Co
Illinois
$8.94K +$8.94K +82 New
DWP
959
Destiny Wealth Partners
Florida
$8.73K +$6.76K +62 +344%
USCWA
960
U.S. Capital Wealth Advisors
Texas
$8.62K +$8.62K +79 New
MYAM
961
Meiji Yasuda Asset Management
Japan
$8.08K +$2.7K +24,780 +50%
BAAM
962
Baker Avenue Asset Management
California
$7.96K +$7.96K +73 New
NSB
963
Norway Savings Bank
Maine
$6.65K – – –
PP
964
PrairieView Partners
Minnesota
$6K +$6K +58 New
CAC
965
Core Alternative Capital
Georgia
$6K -$30.2K -277 -83%
Canada Pension Plan Investment Board
966
Canada Pension Plan Investment Board
Ontario, Canada
$5.78K -$1.09K -10 -16%
BWA
967
BDO Wealth Advisors
Florida
$5.78K – – –
OIA
968
Optimum Investment Advisors
Illinois
$5.65K – – –
MLA
969
MB, Levis & Associates
Pennsylvania
$5.63K +$5.63K +52 New
PP
970
Pacifica Partners
Canada
$5.54K – – –
SC
971
Schubert & Co
Texas
$5.45K -$327 -3 -6%
BWM
972
BerganKDV Wealth Management
Minnesota
$5.42K +$108 +1 +2%
MSFP
973
Mark Sheptoff Financial Planning
Connecticut
$5.24K – – –
ARS
974
Adirondack Retirement Specialists
New York
$5.13K – – –
First Manhattan
975
First Manhattan
New York
$5.13K +$5.13K +47 New
37 38
39
40 41