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T. Rowe Price

1,012 hedge funds and large institutions have $24.4B invested in T. Rowe Price in 2020 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 322 increasing their positions, 362 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 56

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

19% more capital invested

Capital invested by funds: $20.5B → $24.4B (+$3.84B)

9% more funds holding

Funds holding: 9271,012 (+85)

0.48% more ownership

Funds ownership: 70.53%71.01% (+0.48%)

11% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 362

25% less call options, than puts

Call options by funds: $63.3M | Put options by funds: $84.2M

Holders
1,012
Holders Change
+85
Holders Change %
+9.17%
% of All Funds
17.91%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.39%
New
150
Increased
322
Reduced
362
Closed
56
Calls
$63.3M
Puts
$84.2M
Net Calls
-$20.9M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1051
Rational Advisors
New York
-$116K -910 Closed
BBA
1052
Braun-Bostich & Associates
Pennsylvania
-$103K -802 Closed
CHAM
1053
Clear Harbor Asset Management
Connecticut
-$103K -800 Closed
CSPIA
1054
Cary Street Partners Investment Advisory
Virginia
-$101K -788 Closed
NIM
1055
NuWave Investment Management
New Jersey
-$85.5K -598 -100%
JWM
1056
Jeppson Wealth Management
California
-$65K -510 Closed
PCM
1057
Penserra Capital Management
California
-$47K -374 Closed
DA
1058
Denali Advisors
California
-$38K -300 Closed
AA
1059
Advisory Alpha
Michigan
-$38K -273 Closed
CPW
1060
Catalyst Private Wealth
California
-$24K -184 Closed
PCM
1061
Prelude Capital Management
New York
-$16K -126 Closed
NNP
1062
Nachman Norwood & Parrott
South Carolina
-$9K -73 Closed
FFA
1063
Founders Financial Alliance
North Carolina
-$9K -67 Closed
FHA
1064
Flagship Harbor Advisors
Massachusetts
-$7K -55 Closed
PFWA
1065
Paces Ferry Wealth Advisors
Georgia
-$7K -53 Closed
RWA
1066
Ropes Wealth Advisors
Massachusetts
-$5.44K -38 -95%
LWA
1067
Lenox Wealth Advisors
New York
-$4K -29 Closed
PWM
1068
Provident Wealth Management
Tennessee
-$3K -25 Closed
BCM
1069
Bourgeon Capital Management
Connecticut
-$2K -14 Closed

TROW Hedge Fund Activity: Q4 2020 in Review

1,012 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price (TROW) for Q4 2020, worth a combined $24.4B — up 19% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new TROW positions and 56 closed out — a net gain of 94 holders — while 322 added to existing stakes and 362 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $166M.

  • 1,012 institutional investors held T. Rowe Price (TROW) as of Q4 2020, up from 927 in Q3 2020.
  • Funds reported $24.4B of T. Rowe Price stock for Q4 2020, up 19% quarter-over-quarter.
  • 150 funds opened new T. Rowe Price positions in Q4 2020 and 56 closed out, a net change of +94 holders.
  • The largest T. Rowe Price buyer in Q4 2020 was First Trust Advisors, an estimated $121M added.
  • The largest T. Rowe Price seller in Q4 2020 was BlackRock, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2020.