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T Rowe Price
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Overview Fund Activity

1,013 hedge funds and large institutions have $19.2B invested in T Rowe Price in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 375 increasing their positions, 418 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+7
Holders Change %
+0.7%
% of All Funds
15.98%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
80
Increased
375
Reduced
418
Closed
65
Calls
$195M
Puts
$144M
Net Calls
+$50.7M
Net Calls Change
+$7.01M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$167M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$699M
3
Corient Private Wealth
Corient Private Wealth
Florida
$47.4M
4
Barclays
Barclays
United Kingdom
$63.6M
5
Charles Schwab
Charles Schwab
California
$534M

Top Sellers

1
BlackRock
BlackRock
New York
$2.27B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$249M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$633K
4
Invesco
Invesco
Georgia
$175M
5
Bank of America
Bank of America
North Carolina
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
976
Optimum Investment Advisors
Illinois
$5.8K – – –
BWM
977
BerganKDV Wealth Management
Minnesota
$5.67K +$111 +1 +2%
MSFP
978
Mark Sheptoff Financial Planning
Connecticut
$5.38K – – –
ARS
979
Adirondack Retirement Specialists
New York
$5.27K -$16.8K -150 -76%
JMF
980
Johnson Midwest Financial
Iowa
$5.15K +$112 +1 +2%
FMP
981
Financial Management Professionals
Texas
$5K +$814 +7 +19%
RTL
982
Red Tortoise LLC
Georgia
$4.48K – – –
FCAG
983
First Capital Advisors Group
New Jersey
$4.37K +$4.37K +39 New
SWM
984
Sugarloaf Wealth Management
Georgia
$4.26K – – –
CTWM
985
Cherry Tree Wealth Management
Minnesota
$4.2K +$4.2K +38 New
GI
986
Gradient Investments
Minnesota
$4.03K +$3.36K +30 +500%
LJHT
987
Laurie J. Hall Trustee
$4K – – –
TAM
988
Tucker Asset Management
Colorado
$3.95K – – –
AWM
989
Abound Wealth Management
Tennessee
$3.82K +$786 +7 +26%
HPC
990
HM Payson & Co
Maine
$3.7K -$22.4K -200 -86%
TWP
991
TFO Wealth Partners
Ohio
$3.14K – – –
SIC
992
SJS Investment Consulting
Ohio
$2.35K +$336 +3 +17%
FCA
993
FinTrust Capital Advisors
South Carolina
$2.29K – – –
DI
994
Disciplined Investments
Oklahoma
$2.24K -$336 -3 -13%
WAS
995
Winch Advisory Services
Wisconsin
$2K – – –
CAM
996
Close Asset Management
United Kingdom
$2K +$2K +20 New
APW
997
Acima Private Wealth
Virginia
$1.9K – – –
AAP
998
Arax Advisory Partners
Colorado
$1.34K -$8.4K -75 -86%
APC
999
Aspire Private Capital
North Carolina
$1.34K – – –
ACA
1000
Atlas Capital Advisors
Wyoming
$1.23K – – –
38 39
40
41 42