We are live on ! Find out more
TRMB icon

Trimble

433 hedge funds and large institutions have $9.43B invested in Trimble in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 146 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $7.33M | Put options by funds: $2.95M

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $8.71B → $9.43B (+$725M)

5% more funds holding

Funds holding: 412433 (+21)

2.49% more ownership

Funds ownership: 89.12%91.61% (+2.5%)

1% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 144

Holders
433
Holders Change
+21
Holders Change %
+5.1%
% of All Funds
8.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
65
Increased
146
Reduced
144
Closed
34
Calls
$7.33M
Puts
$2.95M
Net Calls
+$4.38M
Net Calls Change
-$9.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$30K
QCMC
377
Quantum Capital Management (California)
California
$28K -$438K -11,015 -94%
S
378
SignatureFD
Georgia
$28K -$318 -8 -1%
HIA
379
Harbor Investment Advisory
Maryland
$24K +$22.9K +576 New
LJHT
380
Laurie J. Hall Trustee
$23K +$3.58K +90 +19%
LWA
381
Lenox Wealth Advisors
New York
$23K +$21.9K +550 New
GAM
382
Gemmer Asset Management
California
$21K
TCWM
383
Total Clarity Wealth Management
Illinois
$21K +$19.9K +500 New
RE
384
RBC Europe
United Kingdom
$20.6K
ASN
385
Advisory Services Network
Georgia
$20K -$10.5K -265 -35%
LC
386
Lindbrook Capital
California
$20K
BWM
387
BerganKDV Wealth Management
Minnesota
$20K +$2.47K +62 +15%
PMFA
388
Plante Moran Financial Advisors
Michigan
$18K -$10K -252 -38%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$16K
UOTTAIMCU
390
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15K +$14.8K +371 New
IA
391
IFP Advisors
Florida
$14K +$2.19K +55 +20%
SPIA
392
Steward Partners Investment Advisory
New York
$12K
CWP
393
CFM Wealth Partners
Texas
$12K +$11.1K +280 New
HGWM
394
Harvest Group Wealth Management
Massachusetts
$12K +$11.5K +290 New
FPFS
395
First Personal Financial Services
North Carolina
$10K -$10.3K -259 -51%
QCG
396
Quadrant Capital Group
Ohio
$10K
BCA
397
Berman Capital Advisors
Georgia
$10K +$1.31K +33 +14%
FHA
398
Flagship Harbor Advisors
Massachusetts
$9K
WTC
399
WhitTier Trust Company
Nevada
$9K
CTC
400
Central Trust Company
Missouri
$8K -$1.99K -50 -20%