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Trimble

556 hedge funds and large institutions have $12B invested in Trimble in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 217 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

49% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $6.84M

2% more capital invested

Capital invested by funds: $11.8B → $12B (+$181M)

0.26% more ownership

Funds ownership: 91.47%91.74% (+0.26%)

6% less funds holding

Funds holding: 590556 (-34)

12% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 217

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 81

Holders
556
Holders Change
-34
Holders Change %
-5.76%
% of All Funds
8.73%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
50
Increased
191
Reduced
217
Closed
81
Calls
$10.2M
Puts
$6.84M
Net Calls
+$3.39M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
401
Fluent Financial
Texas
$248K +$229K +4,685 New
PA
402
Profund Advisors
Maryland
$245K +$226K +4,622 New
LOPW
403
Live Oak Private Wealth
North Carolina
$242K
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$236K -$67K -1,369 -23%
KC
405
Kepos Capital
New York
$235K +$217K +4,441 New
AIMCA
406
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$233K
SP
407
Symmetry Partners
Connecticut
$229K
PRS
408
Pinkerton Retirement Specialists
Idaho
$222K -$4.6K -94 -2%
BRWA
409
B. Riley Wealth Advisors
Florida
$221K -$8.95K -183 -4%
HBT
410
Hills Bank & Trust
Iowa
$218K -$24.5K -500 -11%
HI
411
Horizon Investments
North Carolina
$218K +$13.5K +277 +7%
OCBCO
412
Oversea-Chinese Banking Corp (OCBC)
Singapore
$218K -$2.79K -57 -1%
BFO
413
Boston Family Office
Massachusetts
$216K
SVCP
414
Silicon Valley Capital Partners
California
$214K
PA
415
Procyon Advisors
Connecticut
$213K -$196 -4 -0.1%
MGIA
416
Moneta Group Investment Advisors
Missouri
$212K -$20.2K -414 -9%
PGFC
417
Peapack-Gladstone Financial Corp
New Jersey
$212K
CIA
418
Cladis Investment Advisory
Montana
$212K
GIA
419
Gateway Investment Advisers
Ohio
$211K -$4.65K -95 -2%
CWM
420
Connecticut Wealth Management
Connecticut
$208K -$6.07K -124 -3%
RZH
421
Relyea Zuckerberg Hanson
Connecticut
$207K +$192K +3,916 New
CIP
422
Capital Insight Partners
Arizona
$206K +$191K +3,900 New
MSFS
423
Main Street Financial Solutions
Pennsylvania
$205K +$189K +3,865 New
JMPWA
424
JP Morgan Private Wealth Advisors
California
$202K -$93K -1,902 -33%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$191K -$11.7K -240 -6%