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T Rowe Price
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Overview Fund Activity

1,006 hedge funds and large institutions have $19.7B invested in T Rowe Price in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 445 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
16.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
95
Increased
445
Reduced
326
Closed
88
Calls
$240M
Puts
$196M
Net Calls
+$43.7M
Net Calls Change
+$13.2M

Top Buyers

1
BlackRock
BlackRock
New York
$2.46B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$112M
3
Capital World Investors
Capital World Investors
California
$176M
4
Victory Capital Management
Victory Capital Management
Texas
$365M
5
Invesco
Invesco
Georgia
$216M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$648M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.01B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$555M
4
State Street
State Street
Massachusetts
$1.64B
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
951
Lee Financial
Texas
$11.3K -$452 -4 -4%
CCA
952
Column Capital Advisors
Indiana
$11.3K – – –
EAM
953
Eukles Asset Management
Ohio
$11.3K – – –
GWM
954
Guardian Wealth Management
Illinois
$11.1K +$113 +1 +1%
CAL
955
Capital Advisors Ltd
Ohio
$11K -$14.8K -136 -57%
AWM
956
Atticus Wealth Management
Florida
$10.6K – – –
AAP
957
Arax Advisory Partners
Colorado
$9.82K – – –
SFG
958
Steward Financial Group
Texas
$9K +$4.73K +42 +111%
SHIM
959
Stone House Investment Management
Pennsylvania
$8.36K +$8.36K +74 New
BIA
960
Bell Investment Advisors
California
$8.13K -$9.15K -81 -53%
SC
961
Schubert & Co
Texas
$8.02K +$2.37K +21 +42%
CMP
962
Coston McIsaac & Partners
Maine
$8K +$8K +73 New
BAAM
963
Baker Avenue Asset Management
California
$7.9K -$339 -3 -4%
WP
964
WealthPLAN Partners
Nebraska
$7.79K +$7.79K +69 New
JWA
965
JFS Wealth Advisors
Pennsylvania
$7.57K -$2.37K -21 -24%
HGERS
966
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7K +64 New
BWA
967
BDO Wealth Advisors
Florida
$5.98K – – –
MLA
968
MB, Levis & Associates
Pennsylvania
$5.89K – – –
OIA
969
Optimum Investment Advisors
Illinois
$5.85K – – –
BWM
970
BerganKDV Wealth Management
Minnesota
$5.66K – – –
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$5.42K – – –
CHA
972
Carmichael Hill & Associates
Maryland
$5.19K +$5.19K +46 New
JMF
973
Johnson Midwest Financial
Iowa
$5.14K +$5.14K +45 New
M
974
MOTCO
Texas
$4.52K – – –
RTL
975
Red Tortoise LLC
Georgia
$4.52K – – –
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