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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 %
CTWM
976
Cherry Tree Wealth Management
Minnesota
$3.93K – – –
TAM
977
Tucker Asset Management
Colorado
$3.7K – – –
TWP
978
TFO Wealth Partners
Ohio
$3.7K +$560 +5 +18%
AWM
979
Abound Wealth Management
Tennessee
$3.58K – – –
VCM
980
Versant Capital Management
Arizona
$3.57K -$1.89K -18 -35%
HPC
981
HM Payson & Co
Maine
$3.46K – – –
FMP
982
Financial Management Professionals
Texas
$3K -$1.16K -12 -28%
LJHT
983
Laurie J. Hall Trustee
$3K – – –
HL
984
HeadInvest LLC
Maine
$2.62K +$2.62K +25 New
AAP
985
Arax Advisory Partners
Colorado
$2.52K +$1.26K +12 +100%
SIC
986
SJS Investment Consulting
Ohio
$2.41K +$210 +2 +10%
WAS
987
Winch Advisory Services
Wisconsin
$2K – – –
CAM
988
Close Asset Management
United Kingdom
$2K – – –
T
989
TOBAM
France
$2K +$2K +22 New
DF
990
DecisionPoint Financial
Arizona
$1.99K +$1.99K +19 New
RA
991
Rise Advisors
New York
$1.81K -$14.2K -134 -89%
APW
992
Acima Private Wealth
Virginia
$1.78K – – –
PPC
993
Park Place Capital
Alabama
$1.68K -$31.5K -300 -95%
DFA
994
DHJJ Financial Advisors
Illinois
$1.36K +$1.36K +13 New
APC
995
Aspire Private Capital
North Carolina
$1.26K – – –
SWM
996
Sanctuary Wealth Management
Idaho
$1.15K – – –
IHWM
997
Iron Horse Wealth Management
Iowa
$1.15K +$1.15K +11 New
ACA
998
Atlas Capital Advisors
Wyoming
$1.15K – – –
GA
999
GoalVest Advisory
New York
$1.05K +$1.05K +10 New
TFA
1000
Transamerica Financial Advisors
Florida
$1K – – –
38 39
40
41 42