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T Rowe Price
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Overview Fund Activity

1,047 hedge funds and large institutions have $20B invested in T Rowe Price in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 417 increasing their positions, 370 reducing their positions, and 100 closing their positions.

Holders
1,047
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
15.18%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
104
Increased
417
Reduced
370
Closed
100
Calls
$261M
Puts
$216M
Net Calls
+$44.6M
Net Calls Change
+$18.8M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$793M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$150M
3
Citadel Advisors
3
Citadel Advisors
Florida
$341M
4
KBC Group
4
KBC Group
Belgium
$65.5M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$39M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$347M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$168K
3
State Street
3
State Street
Massachusetts
$1.77B
4
American Century Companies
4
American Century Companies
Missouri
$293M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$75M
Name Market Value Shares Shares
Change 		Shares
Change %
IHWM
976
Iron Horse Wealth Management
Iowa
$14.8K 121 +110 +1,000%
SIS
977
Sound Income Strategies
Florida
$14.3K 117 – –
FMTCOCP
978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K 112 – –
BGAI
979
Bruce G. Allen Investments
Colorado
$13K 107 +90 +529%
PWMG
980
Private Wealth Management Group
New Jersey
$12.9K 106 +5 +5%
MWM
981
Mascoma Wealth Management
New Hampshire
$12.2K 100 – –
EAM
982
Eukles Asset Management
Ohio
$12.2K 100 – –
JFA
983
JNBA Financial Advisors
Minnesota
$12.2K 100 – –
LFG
984
Larson Financial Group
Missouri
$11.9K 97 -89 -48%
AWM
985
Atticus Wealth Management
Florida
$11.5K 94 – –
VWM
986
Venturi Wealth Management
Texas
$11.3K 93 +30 +48%
GWM
987
Guardian Wealth Management
Illinois
$11.2K 92 -8 -8%
FFO
988
Fortitude Family Office
Arizona
$11.2K 92 -215 -70%
VFM
989
Viking Fund Management
North Dakota
$11K 90 – –
MAM
990
Meeder Asset Management
Ohio
$10.9K 89 +89 New
RWM
991
Ruedi Wealth Management
Illinois
$10.6K 87 +87 New
JWA
992
JFS Wealth Advisors
Pennsylvania
$9.39K 77 -7 -8%
FPF
993
First Pacific Financial
Washington
$9.14K 75 – –
PMFA
994
Plante Moran Financial Advisors
Michigan
$9.14K 75 – –
CAM
995
Costello Asset Management
Pennsylvania
$8.53K 70 – –
HFM
996
Harvest Fund Management
China
$8K 65 – –
HWP
997
Highline Wealth Partners
California
$7.97K 65 – –
CA
998
Continuum Advisory
Idaho
$7.57K 68 +68 New
ZB
999
Zions Bancorporation
Utah
$6.71K 55 +4 +8%
SA
1000
Scarborough Advisors
Maryland
$6.58K 54 – –
38 39
40
41 42