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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
CBT
401
Central Bank & Trust
Kentucky
$8K
GWM
402
Geneos Wealth Management
Colorado
$8K
HFM
403
Hartford Financial Management
Connecticut
$7K
RIA
404
Realta Investment Advisors
Delaware
$7K
1832 Asset Management
405
1832 Asset Management
Ontario, Canada
$7K +$7.16K +180 New
SFS
406
Sowell Financial Services
Arkansas
$6K +$676 +17 +15%
WT
407
Whittier Trust
California
$6K +$2.11K +53 +55%
TPCW
408
TD Private Client Wealth
New York
$5.38K +$5.13K +129 New
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.25K
EARNEST Partners
410
EARNEST Partners
Georgia
$5K
ETC
411
Exchange Traded Concepts
Oklahoma
$5K +$4.3K +108 New
CFA
412
Carroll Financial Associates
North Carolina
$4K
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$4K +$3.98K +100 New
SC
414
Steph & Co
Wisconsin
$4K +$3.98K +100 New
TPWA
415
TRUE Private Wealth Advisors
Oregon
$4K +$3.98K +100 New
AssetMark Inc
416
AssetMark Inc
California
$3K -$1.71K -43 -36%
Canada Pension Plan Investment Board
417
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$1.07K -27 -27%
AF
418
Allworth Financial
California
$3K
BL
419
Balentine LLC
Georgia
$3K
ZB
420
Zions Bancorporation
Utah
$3K
LFG
421
LifePlan Financial Group
Ohio
$3K +$2.43K +61 New
SFSIG
422
San Francisco Sentry Investment Group
California
$2K
MAM
423
Meeder Asset Management
Ohio
$2K +$358 +9 +30%
OPS
424
Orion Portfolio Solutions
Nebraska
$2K +$1.55K +39 New
TAIM
425
TD Ameritrade Investment Management
Nebraska
$2K +$1.63K +41 +586%