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Trimble
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Overview Fund Activity

568 hedge funds and large institutions have $12.6B invested in Trimble in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 185 increasing their positions, 219 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-3
Holders Change %
-0.53%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
185
Reduced
219
Closed
62
Calls
$45.9M
Puts
$23.5M
Net Calls
+$22.4M
Net Calls Change
+$12.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$888M
2
GIM
Generation Investment Management
United Kingdom
$653M
3
JPM
JANA Partners Management
New York
$200M
4
Select Equity Group
Select Equity Group
New York
$332M
5
Citadel Advisors
Citadel Advisors
Florida
$84.6M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$232M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$18.1M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$7.19M
4
Capital International Investors
Capital International Investors
California
$683M
5
Allianz Asset Management
Allianz Asset Management
Germany
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
526
JFS Wealth Advisors
Pennsylvania
$5.59K +$3.99K +75 +250%
PWMG
527
Private Wealth Management Group
New Jersey
$5.59K +$5.59K +105 New
SC
528
Steph & Co
Wisconsin
$5.32K – – –
PGAM
529
Princeton Global Asset Management
New Jersey
$5.32K – – –
IGWM
530
ICA Group Wealth Management
Colorado
$5.32K +$5.32K +100 New
Canada Pension Plan Investment Board
531
Canada Pension Plan Investment Board
Ontario, Canada
$4.74K – – –
LC
532
Lindbrook Capital
California
$4.47K +$53 +1 +1%
AF
533
Allworth Financial
California
$3.57K -$8.94K -168 -71%
BF
534
BOK Financial
Oklahoma
$3.51K -$266 -5 -7%
TIM
535
Thompson Investment Management
Wisconsin
$3.19K – – –
TCWA
536
Turtle Creek Wealth Advisors
Texas
$3.14K +$3.14K +59 New
RIL
537
Rothschild Investment LLC
Illinois
$2.93K +$2.93K +55 New
LFA
538
LGT Financial Advisors
Texas
$2.55K – – –
VAMG
539
Voisard Asset Management Group
Michigan
$2.02K +$2.02K +38 New
IHWM
540
Iron Horse Wealth Management
Iowa
$1.86K – – –
YAL
541
Your Advocates Ltd
Texas
$1.81K – – –
SWA
542
SOA Wealth Advisors
New York
$1.49K – – –
UB
543
UMB Bank
Missouri
$1.44K – – –
CAS
544
Coppell Advisory Solutions
Texas
$1.38K +$1.38K +26 New
FSWA
545
Financial Synergies Wealth Advisors
Texas
$1.32K +$1.32K +26 New
NMM
546
Naples Money Management
Florida
$1.22K +$1.22K +23 New
PIM
547
Plato Investment Management
Australia
$1.17K +$1.17K +22 New
GI
548
Gradient Investments
Minnesota
$1.12K – – –
DSC
549
Duncker Streett & Co
Missouri
$1.01K – – –
GKIM
550
GW&K Investment Management
Massachusetts
$1K +$792 +19 +380%
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