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Trimble
TRMB

Overview Fund Activity

600 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, 200 increasing their positions, 201 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+33
Holders Change %
+5.82%
% of All Funds
8.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
88
Increased
200
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
1
Select Equity Group
New York
$568M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$219M
3
CCM
3
Causeway Capital Management
California
$53.1M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$164M
5
AAMU
5
APG Asset Management US
New York
$28.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$546M
2
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$176M
3
GIM
3
Generation Investment Management
United Kingdom
$736M
4
Ameriprise
4
Ameriprise
Minnesota
$208M
5
Amundi
5
Amundi
France
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
576
West Paces Advisors
Georgia
$1.8K +$1.8K +28 New
RCM
577
Raleigh Capital Management
North Carolina
$1.61K +$1.29K +20 +400%
NMM
578
Naples Money Management
Florida
$1.48K – – –
HCP
579
Hexagon Capital Partners
Arkansas
$1.48K +$386 +6 +35%
DF
580
Dunhill Financial
United Kingdom
$1.42K +$194 +3 +16%
SIC
581
SJS Investment Consulting
Ohio
$1.35K +$579 +9 +75%
GRP
582
Global Retirement Partners
California
$1.22K -$12.7K -197 -91%
DSC
583
Duncker Streett & Co
Missouri
$1.22K – – –
A
584
AlphaQuest
New York
$1.16K +$1.16K +18 New
DPW
585
DiNuzzo Private Wealth
Pennsylvania
$1.1K – – –
SWS
586
SYSTM Wealth Solutions
Illinois
$1.03K – – –
VNA
587
Valley National Advisers
Pennsylvania
$1K – – –
CAL
588
Capital Advisors Ltd
Ohio
$1K +$1K +8 New
CMBA
589
C.M. Bidwell & Associates
Hawaii
$965 – – –
SWM
590
Sanctuary Wealth Management
Idaho
$901 – – –
WWP
591
WR Wealth Planners
Missouri
$772 +$772 +12 New
CSC
592
Caldwell Sutter Capital
California
$579 – – –
ECM
593
Everence Capital Management
Indiana
$579 – – –
CA
594
Clearstead Advisors
Ohio
$571 – – –
TWD
595
True Wealth Design
Ohio
$515 +$258 +4 +100%
CFGS
596
Concourse Financial Group Securities
Alabama
$514 – – –
PIM
597
Plato Investment Management
Australia
$451 -$966 -15 -68%
WWM
598
Wolff Wiese Magana
California
$322 – – –
TFM
599
TFC Financial Management
Massachusetts
$65 +$65 +1 New
WA
600
WestEnd Advisors
North Carolina
$64 – – –
22 23
24
25 26