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Trimble
TRMB

Overview Fund Activity

601 hedge funds and large institutions have $14.5B invested in Trimble in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 201 increasing their positions, 201 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+33
Holders Change %
+5.81%
% of All Funds
8.71%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
88
Increased
201
Reduced
201
Closed
48
Calls
$50.4M
Puts
$49.1M
Net Calls
+$1.35M
Net Calls Change
-$21.1M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$568M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$219M
3
CCM
Causeway Capital Management
California
$53.1M
4
Lazard Asset Management
Lazard Asset Management
New York
$164M
5
AAMU
APG Asset Management US
New York
$28.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$546M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$176M
3
GIM
Generation Investment Management
United Kingdom
$736M
4
Ameriprise
Ameriprise
Minnesota
$208M
5
Amundi
Amundi
France
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
426
FSM Wealth Advisors
Ohio
$262K +$1.03K +16 +0.4%
SVCP
427
Silicon Valley Capital Partners
California
$260K – – –
IMCOOI
428
Investment Management Corp of Ontario (IMCO)
Canada
$260K -$116K -1,800 -31%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$259K +$1.67K +26 +0.7%
MGIA
430
Moneta Group Investment Advisors
Missouri
$258K -$4.31K -67 -2%
CIA
431
Cladis Investment Advisory
Montana
$257K – – –
MM
432
MQS Management
New York
$255K -$210K -3,257 -45%
BRWA
433
B. Riley Wealth Advisors
Florida
$254K +$39K +725 +18%
CWM
434
Connecticut Wealth Management
Connecticut
$253K – – –
SIA
435
Schechter Investment Advisors
Michigan
$252K -$5.21K -81 -2%
DFA
436
Davies Financial Advisors
California
$252K +$252K +3,917 New
RZH
437
Relyea Zuckerberg Hanson
Connecticut
$252K +$901 +14 +0.4%
EA
438
Emerald Advisers
Pennsylvania
$251K -$4.06K -63 -2%
SFA
439
Sequoia Financial Advisors
Ohio
$248K +$248K +3,861 New
CTC
440
Cetera Trust Company
Minnesota
$245K – – –
TC
441
Truvestments Capital
Florida
$244K +$244K +3,793 New
CCA
442
Cadent Capital Advisors
Oklahoma
$243K – – –
FFM
443
Forum Financial Management
Illinois
$243K +$644 +10 +0.3%
RJT
444
Raymond James Trust
Florida
$238K +$238K +3,695 New
CC
445
Cadinha & Co
Hawaii
$236K +$236K +3,662 New
BTW
446
Boston Trust Walden
Massachusetts
$232K -$14.5K -225 -6%
NB
447
NBT Bank
New York
$231K +$231K +3,595 New
VI
448
Vestcor Inc
New Brunswick, Canada
$231K -$141K -2,190 -38%
OWA
449
One Wealth Advisors
California
$230K +$230K +3,571 New
VanEck Associates
450
VanEck Associates
New York
$227K – – –
16 17
18
19 20