We are live on ! Find out more
TRMB icon

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
MGIA
451
Moneta Group Investment Advisors
Missouri
$246K -$3.02K -54 -1%
SFC
452
SYM Financial Corp
Indiana
$244K +$14.7K +264 +7%
STA
453
Summit Trail Advisors
New York
$241K -$26.8K -480 -11%
RZH
454
Relyea Zuckerberg Hanson
Connecticut
$237K -$4.3K -77 -2%
CA
455
Claro Advisors
Massachusetts
$237K +$213K +3,817 New
GSIS
456
Global Strategic Investment Solutions
Arizona
$237K +$213K +3,812 New
CTC
457
Cetera Trust Company
Minnesota
$236K
FFM
458
Forum Financial Management
Illinois
$235K +$223 +4 +0.1%
MYAM
459
Meiji Yasuda Asset Management
Japan
$232K +$209K +3,742 New
First Eagle Investment Management
460
First Eagle Investment Management
New York
$229K
IFG
461
Independent Financial Group
California
$229K +$2.96K +53 +1%
CC
462
Cadinha & Co
Hawaii
$227K
EFM
463
E Fund Management
China
$224K +$201K +3,601 New
BTW
464
Boston Trust Walden
Massachusetts
$224K
CWM
465
Connecticut Wealth Management
Connecticut
$220K -$21.2K -380 -10%
BPA
466
Beacon Pointe Advisors
California
$220K +$198K +3,546 New
CAM
467
Claret Asset Management
Quebec, Canada
$219K +$197K +3,527 New
CAG
468
Csenge Advisory Group
Florida
$218K +$193K +3,459 New
GF
469
Gries Financial
Ohio
$217K +$195K +3,491 New
AI
470
Atria Investments
North Carolina
$216K -$32.8K -587 -14%
BFA
471
Beaumont Financial Advisors
Massachusetts
$212K +$190K +3,409 New
FNFDCM
472
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$211K +$190K +3,400 New
AWM
473
Apollon Wealth Management
South Carolina
$210K +$189K +3,389 New
Envestnet Portfolio Solutions
474
Envestnet Portfolio Solutions
Illinois
$209K +$188K +3,369 New
HI
475
Horizon Investments
North Carolina
$206K -$50K -896 -21%