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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 %
MYAM
451
Meiji Yasuda Asset Management
Japan
$225K +$225K +3,502 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$225K +$76.5K +1,189 +51%
SP
453
Symmetry Partners
Connecticut
$225K +$225K +3,494 New
IWC
454
Integrated Wealth Concepts
Massachusetts
$223K +$223K +3,466 New
BFA
455
Beaumont Financial Advisors
Massachusetts
$219K +$219K +3,403 New
FNFDCM
456
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$219K +$219K +3,400 New
CAG
457
Csenge Advisory Group
Florida
$217K +$217K +3,371 New
Envestnet Portfolio Solutions
458
Envestnet Portfolio Solutions
Illinois
$215K +$215K +3,348 New
ISL
459
Ingalls & Snyder LLC
New York
$211K +$211K +3,275 New
PWMAG
460
Pinnacle Wealth Management Advisory Group
New Jersey
$211K +$211K +3,272 New
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$209K -$25.4K -394 -11%
CSIC
462
Clifford Swan Investment Counsel
California
$206K +$206K +3,200 New
ATC
463
Argent Trust Co
Tennessee
$205K -$133K -2,060 -39%
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K +$140K +2,281 +218%
First Eagle Investment Management
465
First Eagle Investment Management
New York
$202K – – –
FC
466
Forte Capital
New York
$202K +$202K +3,142 New
EWA
467
EverSource Wealth Advisors
Alabama
$197K +$102K +1,691 +106%
WTC
468
WhitTier Trust Company
Nevada
$190K +$2.25K +35 +1%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$189K -$31K -481 -14%
AIP
470
Ameritas Investment Partners
Nebraska
$184K – – –
SPIA
471
Steward Partners Investment Advisory
New York
$165K – – –
S
472
SignatureFD
Georgia
$165K +$10.7K +166 +7%
HI
473
Harbour Investments
Wisconsin
$157K -$451 -7 -0.3%
OAM
474
Ostrum Asset Management
France
$153K – – –
CM
475
Castleark Management
Illinois
$139K – – –
17 18
19
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