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T Rowe Price
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Overview Fund Activity

1,010 hedge funds and large institutions have $17.7B invested in T Rowe Price in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 386 increasing their positions, 381 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
16.1%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
83
Increased
386
Reduced
381
Closed
74
Calls
$202M
Puts
$169M
Net Calls
+$32.9M
Net Calls Change
-$17.8M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$118M
2
Fisher Asset Management
Fisher Asset Management
Washington
$172M
3
State Street
State Street
Massachusetts
$1.57B
4
VRS
Virginia Retirement Systems
Virginia
$31M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$43M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$286M
2
Capital World Investors
Capital World Investors
California
$96.7M
3
BlackRock
BlackRock
New York
$2.08B
4
Norges Bank
Norges Bank
Norway
$167M
5
Citadel Advisors
Citadel Advisors
Florida
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
SR
951
Syntax Research
Florida
$10.5K +$10.5K +101 New
GWM
952
Guardian Wealth Management
Illinois
$10.5K +$105 +1 +1%
CCA
953
Column Capital Advisors
Indiana
$10.5K – – –
JFA
954
JNBA Financial Advisors
Minnesota
$10.5K – – –
EAM
955
Eukles Asset Management
Ohio
$10.5K – – –
MWM
956
Mascoma Wealth Management
New Hampshire
$10.5K – – –
PWMG
957
Prestige Wealth Management Group
New Jersey
$10.1K – – –
AWM
958
Atticus Wealth Management
Florida
$9.86K – – –
EWA
959
EverSource Wealth Advisors
Alabama
$9.75K -$419 -4 -4%
JWA
960
JFS Wealth Advisors
Pennsylvania
$9.65K +$2.62K +25 +37%
VFM
961
Viking Fund Management
North Dakota
$9.44K – – –
VWM
962
Venturi Wealth Management
Texas
$8.92K +$8.5K +81 +2,025%
FPF
963
First Pacific Financial
Washington
$7.87K – – –
PMFA
964
Plante Moran Financial Advisors
Michigan
$7.87K -$7.97K -76 -50%
NCM
965
Northwest Capital Management
Oregon
$7.76K – – –
BIA
966
Bell Investment Advisors
California
$7.24K -$839 -8 -10%
CMP
967
Coston McIsaac & Partners
Maine
$7K +$93 +1 +1%
AF
968
Advisornet Financial
Minnesota
$6.71K -$4.2K -40 -38%
OIA
969
Optimum Investment Advisors
Illinois
$5.43K – – –
MSFP
970
Mark Sheptoff Financial Planning
Connecticut
$5.03K – – –
CAL
971
Capital Analysts LLC
Pennsylvania
$5K +$5K +46 New
JMF
972
Johnson Midwest Financial
Iowa
$4.88K +$104 +1 +2%
M
973
MOTCO
Texas
$4.2K -$3.36K -32 -44%
RTL
974
Red Tortoise LLC
Georgia
$4.2K – – –
SWM
975
Sugarloaf Wealth Management
Georgia
$3.99K – – –
37 38
39
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