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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 %
SWM
976
Sugarloaf Wealth Management
Georgia
$4.29K – – –
FMP
977
Financial Management Professionals
Texas
$4K +$889 +8 +29%
LJHT
978
Laurie J. Hall Trustee
$4K +$4K +33 New
TAM
979
Tucker Asset Management
Colorado
$3.98K – – –
VCM
980
Versant Capital Management
Arizona
$3.83K – – –
WTA
981
Washington Trust Advisors
Massachusetts
$3.5K – – –
TWP
982
TFO Wealth Partners
Ohio
$3.16K +$3.16K +28 New
AWM
983
Abound Wealth Management
Tennessee
$3.05K – – –
CFD
984
Creative Financial Designs
Indiana
$2.94K – – –
DI
985
Disciplined Investments
Oklahoma
$2.6K +$790 +7 +44%
FCA
986
FinTrust Capital Advisors
South Carolina
$2.29K – – –
OIS
987
Okabena Investment Services
Minnesota
$2.15K +$113 +1 +6%
SIC
988
SJS Investment Consulting
Ohio
$2.03K -$339 -3 -14%
WPA
989
West Paces Advisors
Georgia
$2.03K +$1.02K +9 +100%
TFA
990
Transamerica Financial Advisors
Florida
$2K -$400 -2 -17%
WAS
991
Winch Advisory Services
Wisconsin
$2K – – –
APW
992
Acima Private Wealth
Virginia
$1.92K – – –
PPC
993
Park Place Capital
Alabama
$1.81K – – –
APC
994
Aspire Private Capital
North Carolina
$1.36K – – –
ACA
995
Atlas Capital Advisors
Wyoming
$1.24K – – –
IFAM
996
Institutional & Family Asset Management
Colorado
$1.13K +$1.13K +10 New
WIM
997
WealthPlan Investment Management
Nebraska
$1.04K +$1.04K +9 New
Lazard Asset Management
998
Lazard Asset Management
New York
$1K – – –
TAIM
999
TD Ameritrade Investment Management
Nebraska
$1K – – –
TFGT
1000
TS Financial Group (TSFG)
Illinois
$1K – – –
38 39
40
41 42