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Trimble

585 hedge funds and large institutions have $11.8B invested in Trimble in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 235 increasing their positions, 194 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
-4
Holders Change %
-0.68%
% of All Funds
9.36%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
61
Increased
235
Reduced
194
Closed
54
Calls
$8.69M
Puts
$8.11M
Net Calls
+$582K
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Shares
Change %
PCH
401
Polar Capital Holdings
United Kingdom
$288K -$131K -2,500 -31%
AAS
402
Avantax Advisory Services
Texas
$276K +$3.57K +68 +1%
TMAM
403
Tokio Marine Asset Management
Japan
$275K +$5.14K +98 +2%
SW
404
SVB Wealth
Massachusetts
$275K +$5.24K +100 +2%
Wealthfront Advisers
405
Wealthfront Advisers
California
$268K -$76.4K -1,457 -22%
FRM
406
Fox Run Management
Connecticut
$266K +$266K +5,083 New
AWS
407
Atria Wealth Solutions
New York
$266K +$1.84K +35 +0.7%
BPA
408
Beacon Pointe Advisors
California
$266K +$266K +5,075 New
ATC
409
Argent Trust Co
Tennessee
$263K
AWM
410
Aberdeen Wealth Management
Illinois
$262K -$52.4K -1,000 -17%
ERIM
411
Eagle Ridge Investment Management
Connecticut
$262K -$7.1M -135,398 -96%
V
412
Veritable
Delaware
$259K -$14.2K -270 -5%
FTDI
413
First Trust Direct Indexing
Massachusetts
$259K +$29.6K +564 +13%
AWAU
414
Alliance Wealth Advisors (Utah)
Utah
$257K +$7.08K +135 +3%
NWMG
415
National Wealth Management Group
Ohio
$251K -$11K -235 -4%
EF
416
Empirical Finance
Pennsylvania
$251K +$16.9K +322 +7%
IA
417
Inspire Advisors
Idaho
$249K +$249K +4,752 New
RB
418
Rodgers Brothers
Pennsylvania
$244K
HBT
419
Hills Bank & Trust
Iowa
$242K
LOPW
420
Live Oak Private Wealth
North Carolina
$240K
MGIA
421
Moneta Group Investment Advisors
Missouri
$232K +$20.3K +388 +10%
SIA
422
Schechter Investment Advisors
Michigan
$232K -$11.3K -216 -5%
AIMCA
423
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$231K +$231K +4,400 New
BRWA
424
B. Riley Wealth Advisors
Florida
$228K -$80K -1,526 -26%
SP
425
Symmetry Partners
Connecticut
$226K