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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 %
RS
1001
Rakuten Securities
Japan
$6.1K 50 -48 -49%
MSFP
1002
Mark Sheptoff Financial Planning
Connecticut
$5.85K 48 – –
RCM
1003
Raleigh Capital Management
North Carolina
$5.49K 45 -545 -92%
VCM
1004
Versant Capital Management
Arizona
$5.24K 43 – –
PWMG
1005
Prestige Wealth Management Group
New Jersey
$5.12K 42 – –
AWM
1006
Abound Wealth Management
Tennessee
$4.91K 40 +10 +33%
RTL
1007
Red Tortoise LLC
Georgia
$4.88K 40 – –
M
1008
MOTCO
Texas
$4.88K 40 – –
AA
1009
Ancora Advisors
Ohio
$4.76K 39 +39 New
SWM
1010
Sugarloaf Wealth Management
Georgia
$4.63K 38 – –
CTWM
1011
Cherry Tree Wealth Management
Minnesota
$4.57K 38 – –
TAM
1012
Tucker Asset Management
Colorado
$4.3K 35 – –
HPC
1013
HM Payson & Co
Maine
$4.02K 33 – –
GI
1014
Gradient Investments
Minnesota
$3.78K 31 -28 -47%
GC
1015
Globeflex Capital
California
$3.66K 30 – –
TWP
1016
TFO Wealth Partners
Ohio
$3.41K 28 -3 -10%
AF
1017
Advisornet Financial
Minnesota
$2.93K 24 +4 +20%
SIC
1018
SJS Investment Consulting
Ohio
$2.81K 23 – –
WAS
1019
Winch Advisory Services
Wisconsin
$2.66K 22 – –
CAC
1020
Core Alternative Capital
Georgia
$2.56K 21 -70 -77%
CJ
1021
Caitlin John
Michigan
$2.56K 21 -1 -5%
DPW
1022
DiNuzzo Private Wealth
Pennsylvania
$2.44K 20 +1 +5%
DF
1023
Dunhill Financial
United Kingdom
$2.25K 18 +2 +13%
NCM
1024
Northwest Capital Management
Oregon
$2.07K 17 – –
APW
1025
Acima Private Wealth
Virginia
$2.07K 17 – –
39 40
41
42 43