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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 %
PCM
1026
Penserra Capital Management
California
$2K 18 -1,017 -98%
CMP
1027
Coston McIsaac & Partners
Maine
$2K 17 – –
FMP
1028
Financial Management Professionals
Texas
$2K 16 +5 +45%
AW
1029
Avion Wealth
Texas
$2K 15 +5 +50%
CSB
1030
City State Bank
Iowa
$2K 16 +16 New
AAP
1031
Arax Advisory Partners
Colorado
$1.95K 16 – –
DFA
1032
DHJJ Financial Advisors
Illinois
$1.59K 13 – –
RFG
1033
RFP Financial Group
Georgia
$1.59K 13 +13 New
LWANC
1034
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.59K 13 +13 New
APC
1035
Aspire Private Capital
North Carolina
$1.46K 12 – –
SWM
1036
Sanctuary Wealth Management
Idaho
$1.34K 11 – –
WWP
1037
WR Wealth Planners
Missouri
$1.34K 11 +11 New
VWA
1038
Valued Wealth Advisors
Utah
$1.22K 10 -24 -71%
GJIA
1039
Glass Jacobson Investment Advisors
Maryland
$1.22K 10 – –
WPA
1040
West Paces Advisors
Georgia
$1.1K 9 – –
TFA
1041
Transamerica Financial Advisors
Florida
$1K 1 – –
FRA
1042
Frank Rimerman Advisors
California
$975 8 +8 New
FGAM
1043
Financial Gravity Asset Management
Texas
$776 6 +6 New
PCMC
1044
Planning Capital Management Corporation
Pennsylvania
$732 6 -64 -91%
ECM
1045
Everence Capital Management
Indiana
$711 5,830 – –
TC
1046
Trust Company
Kansas
$488 4 – –
CWP
1047
Concord Wealth Partners
Virginia
$344 3 -833 -100%
WA
1048
WestEnd Advisors
North Carolina
$122 1 +1 New
DWM
1049
Dogwood Wealth Management
Kansas
– – – –
Two Sigma Investments
1050
Two Sigma Investments
New York
– – -183,991 Closed
40 41
42
43 44