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T Rowe Price

1,049 hedge funds and large institutions have $18.1B invested in T Rowe Price in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 301 increasing their positions, 487 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+39
Holders Change %
+3.86%
% of All Funds
15.38%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
131
Increased
301
Reduced
487
Closed
79
Calls
$199M
Puts
$173M
Net Calls
+$25.8M
Net Calls Change
-$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
976
Westside Investment Management
California
$14K
WTG
977
West Tower Group
Virginia
$13.2K +$13.2K +123 New
SIS
978
Sound Income Strategies
Florida
$12.6K -$8.72K -81 -41%
BWM
979
BKM Wealth Management
Wisconsin
$12.4K +$12.4K +115 New
FMTCOCP
980
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
PFA
981
Pathway Financial Advisers
Indiana
$11.4K -$59.1K -549 -84%
SSG
982
Summit Securities Group
New York
$11K +$11K +101 New
PWMG
983
Private Wealth Management Group
New Jersey
$10.9K +$10.9K +101 New
GWM
984
Guardian Wealth Management
Illinois
$10.8K
LF
985
Lee Financial
Texas
$10.8K -$5.28K -49 -33%
JFA
986
JNBA Financial Advisors
Minnesota
$10.8K
EAM
987
Eukles Asset Management
Ohio
$10.8K
MWM
988
Mascoma Wealth Management
New Hampshire
$10.8K
RS
989
Rakuten Securities
Japan
$10.6K +$10.6K +98 New
AWM
990
Atticus Wealth Management
Florida
$10.1K
CAC
991
Core Alternative Capital
Georgia
$9.84K -$1.51K -14 -13%
VFM
992
Viking Fund Management
North Dakota
$9.69K
NFA
993
Northwest Financial Advisors
Virginia
$9.55K +$9.55K +89 New
JWA
994
JFS Wealth Advisors
Pennsylvania
$9.05K -$862 -8 -9%
TCWA
995
Turtle Creek Wealth Advisors
Texas
$8.83K +$8.83K +82 New
PMFA
996
Plante Moran Financial Advisors
Michigan
$8.08K
FPF
997
First Pacific Financial
Washington
$8.08K
PCMC
998
Planning Capital Management Corporation
Pennsylvania
$7.54K +$7.54K +70 New
CAM
999
Costello Asset Management
Pennsylvania
$7.54K -$16.2K -150 -68%
BIA
1000
Bell Investment Advisors
California
$7.32K -$108 -1 -1%