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T Rowe Price
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Overview Fund Activity

1,114 hedge funds and large institutions have $19.6B invested in T Rowe Price in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 392 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,114
Holders Change
+70
Holders Change %
+6.7%
% of All Funds
14.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
165
Increased
392
Reduced
395
Closed
76
Calls
$224M
Puts
$241M
Net Calls
-$17.6M
Net Calls Change
-$11.8M

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$214M
2
UBS Group
UBS Group
Switzerland
$253M
3
Marshall Wace
Marshall Wace
United Kingdom
$63.3M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$684M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.06M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.4M
3
Barclays
Barclays
United Kingdom
$57.8M
4
Millennium Management
Millennium Management
New York
$14.1M
5
Bank of America
Bank of America
North Carolina
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1151
Encompass Wealth Advisors
Oregon
– -$305K -2,800 Closed
OCBCO
1152
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$299K -2,742 Closed
BCM
1153
Becker Capital Management
Oregon
– -$286K -2,623 Closed
BP
1154
Ballentine Partners
Massachusetts
– -$285K -2,619 Closed
MM
1155
MQS Management
New York
– -$283K -2,594 Closed
NL
1156
NWAM LLC
Washington
– -$278K -2,552 Closed
MPM
1157
MBB Public Markets
Illinois
– -$275K -2,520 Closed
AIM
1158
Avity Investment Management
Connecticut
– -$256K -2,350 Closed
Walleye Capital
1159
Walleye Capital
New York
– -$250K -2,297 Closed
LP
1160
LMR Partners
United Kingdom
– -$249K -2,288 Closed
WCF
1161
West Coast Financial
California
– -$243K -2,230 Closed
MIS
1162
Morningstar Investment Services
Illinois
– -$235K -2,146 Closed
DFCM
1163
Dark Forest Capital Management
Puerto Rico
– -$203K -1,859 Closed
DP
1164
Dearborn Partners
Illinois
– -$202K -1,851 Closed
PS
1165
Planned Solutions
California
– -$77.3K -710 Closed
GJWM
1166
Gilliland Jeter Wealth Management
Arkansas
– -$77K -707 Closed
Loomis, Sayles & Company
1167
Loomis, Sayles & Company
Massachusetts
– -$65K -595 Closed
ACM
1168
Aster Capital Management
United Arab Emirates
– -$64.2K -589 Closed
AA
1169
Alta Advisers
United Kingdom
– -$54.5K -500 Closed
CPA
1170
Capital Performance Advisors
California
– -$46.7K -429 Closed
BIC
1171
Beach Investment Counsel
Pennsylvania
– -$44K -400 Closed
NS
1172
NBC Securities
Alabama
– -$37K -346 Closed
QL
1173
Quarry LP
New York
– -$35.1K -322 Closed
ATS
1174
Ashton Thomas Securities
New York
– -$20.8K -191 Closed
CCM
1175
Chilton Capital Management
Texas
– -$12K -110 Closed
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