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Trimble

618 hedge funds and large institutions have $14.2B invested in Trimble in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 233 increasing their positions, 213 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

44% more call options, than puts

Call options by funds: $35.4M | Put options by funds: $24.6M

12% more capital invested

Capital invested by funds: $12.7B → $14.2B (+$1.51B)

9% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 213

0.78% more ownership

Funds ownership: 92.94%93.72% (+0.78%)

2% less funds holding

Funds holding: 632618 (-14)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

Holders
618
Holders Change
-14
Holders Change %
-2.22%
% of All Funds
8.87%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
69
Increased
233
Reduced
213
Closed
77
Calls
$35.4M
Puts
$24.6M
Net Calls
+$10.8M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Aberdeen Wealth Management
Illinois
$310K
NERM
427
New England Research & Management
Illinois
$310K -$286K -5,125 -51%
RJT
428
Raymond James Trust
Florida
$310K +$38.5K +690 +16%
NA
429
NewEdge Advisors
Louisiana
$307K +$202K +3,615 +271%
BMCM
430
Bryn Mawr Capital Management
Pennsylvania
$304K
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$300K -$75.5K -1,352 -22%
LOPW
432
Live Oak Private Wealth
North Carolina
$284K
PTC
433
Petrus Trust Company
Texas
$282K -$610K -10,926 -71%
CIC
434
Chilton Investment Company
Connecticut
$281K
KC
435
Kepos Capital
New York
$275K -$19.9K -357 -7%
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$265K +$15.1K +270 +7%
SWA
437
Sax Wealth Advisors
New Jersey
$265K +$33.3K +597 +16%
PRS
438
Pinkerton Retirement Specialists
Idaho
$260K
HBT
439
Hills Bank & Trust
Iowa
$255K
BFO
440
Boston Family Office
Massachusetts
$253K
FWA
441
FSM Wealth Advisors
Ohio
$252K +$391 +7 +0.2%
SVCP
442
Silicon Valley Capital Partners
California
$251K
BCM
443
Brookstone Capital Management
Illinois
$250K -$6.31K -113 -3%
AA
444
Auxano Advisors
Washington
$249K +$224K +4,011 New
BRWA
445
B. Riley Wealth Advisors
Florida
$249K +$6.87K +123 +3%
PCH
446
Polar Capital Holdings
United Kingdom
$248K -$55.9K -1,000 -20%
CIA
447
Cladis Investment Advisory
Montana
$248K
MYIA
448
Mount Yale Investment Advisors
Colorado
$248K +$223K +3,998 New
SFA
449
Sequoia Financial Advisors
Ohio
$247K +$12.2K +219 +6%
SI
450
Seeds Investor
New York
$247K -$85K -1,522 -28%