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T Rowe Price
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Overview Fund Activity

1,044 hedge funds and large institutions have $17.9B invested in T Rowe Price in 2024 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 400 increasing their positions, 386 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
-17
Holders Change %
-1.6%
% of All Funds
15.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
92
Increased
400
Reduced
386
Closed
93
Calls
$272M
Puts
$277M
Net Calls
-$5.75M
Net Calls Change
-$35.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$130M
2
BlackRock
BlackRock
New York
$2.19B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$48.7M
4
Invesco
Invesco
Georgia
$257M
5
American Century Companies
American Century Companies
Missouri
$313M

Top Sellers

1
State Street
State Street
Massachusetts
$1.56B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
Victory Capital Management
Victory Capital Management
Texas
$343M
5
Citadel Advisors
Citadel Advisors
Florida
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
1001
Goodman Advisory Group
Massachusetts
$4.47K -$10.2K -94 -70%
BGAI
1002
Bruce G. Allen Investments
Colorado
$4.36K -$7.3K -67 -63%
M
1003
MOTCO
Texas
$4.36K – – –
RTL
1004
Red Tortoise LLC
Georgia
$4.36K – – –
AA
1005
Ancora Advisors
Ohio
$4.25K – – –
SWM
1006
Sugarloaf Wealth Management
Georgia
$4.14K – – –
CTWM
1007
Cherry Tree Wealth Management
Minnesota
$4.09K – – –
AS
1008
Altshuler Shaham
Israel
$3.92K +$3.92K +36 New
RCM
1009
Raleigh Capital Management
North Carolina
$3.81K -$1.63K -15 -30%
ME
1010
McIlrath & Eck
Washington
$3.7K -$14.1K -129 -79%
JIP
1011
Jaffetilchin Investment Partners
Florida
$3.61K +$3.61K +33 New
AWM
1012
Abound Wealth Management
Tennessee
$2.95K -$2.07K -19 -41%
VWA
1013
Valued Wealth Advisors
Utah
$2.83K +$872 +8 +44%
DPW
1014
DiNuzzo Private Wealth
Pennsylvania
$2.62K +$109 +1 +4%
SIC
1015
SJS Investment Consulting
Ohio
$2.62K +$109 +1 +4%
BWL
1016
Bogart Wealth LLC
Virginia
$2.61K -$3.53M -32,381 -100%
CJ
1017
Caitlin John
Michigan
$2.54K – – –
WAS
1018
Winch Advisory Services
Wisconsin
$2.43K – – –
CAC
1019
Core Alternative Capital
Georgia
$2.29K – – –
GBT
1020
Grove Bank & Trust
Florida
$2.29K +$2.29K +21 New
DF
1021
Dunhill Financial
United Kingdom
$2.1K – – –
VAMG
1022
Voisard Asset Management Group
Michigan
$2.07K +$2.07K +19 New
AW
1023
Avion Wealth
Texas
$2K -$1.2K -12 -38%
WWP
1024
WR Wealth Planners
Missouri
$1.96K +$218 +2 +13%
CIA
1025
Cape Investment Advisory
Georgia
$1.96K +$1.96K +18 New
39 40
41
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