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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 %
M
976
MOTCO
Texas
$4.36K – – –
RTL
977
Red Tortoise LLC
Georgia
$4.36K +$4.36K +40 New
SWM
978
Sugarloaf Wealth Management
Georgia
$4.14K – – –
SFG
979
Steward Financial Group
Texas
$4K +$4K +38 New
TAM
980
Tucker Asset Management
Colorado
$3.93K – – –
VCM
981
Versant Capital Management
Arizona
$3.71K +$2.07K +19 +127%
WTA
982
Washington Trust Advisors
Massachusetts
$3.38K – – –
FMP
983
Financial Management Professionals
Texas
$3K – – –
AWM
984
Abound Wealth Management
Tennessee
$2.95K +$1.2K +11 +69%
CSWM
985
Cassady Schiller Wealth Management
Ohio
$2.95K +$2.95K +27 New
CFD
986
Creative Financial Designs
Indiana
$2.84K – – –
EE
987
EWG Elevate
California
$2.84K +$2.84K +26 New
OIS
988
Okabena Investment Services
Minnesota
$2.55K -$280K -1,977 -99%
FCA
989
FinTrust Capital Advisors
South Carolina
$2.29K -$50.2K -460 -96%
SIC
990
SJS Investment Consulting
Ohio
$2.29K +$327 +3 +17%
LCM
991
Logan Capital Management
Pennsylvania
$2.18K – – –
TFA
992
Transamerica Financial Advisors
Florida
$2K -$167 -1 -8%
CCM
993
Copeland Capital Management
Pennsylvania
$2K – – –
WAS
994
Winch Advisory Services
Wisconsin
$2K +$95 +1 +5%
PPC
995
Park Place Capital
Alabama
$2K +$2K +16 New
APW
996
Acima Private Wealth
Virginia
$1.85K – – –
GEA
997
Glen Eagle Advisors
New Jersey
$1.78K – – –
DI
998
Disciplined Investments
Oklahoma
$1.75K -$1.2K -11 -41%
HCM
999
Hollencrest Capital Management
California
$1.53K +$1.53K +14 New
IAA
1000
Independent Advisor Alliance
North Carolina
$1.41K +$20 +182 +1%
38 39
40
41 42