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Trimble

652 hedge funds and large institutions have $19.9B invested in Trimble in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 205 increasing their positions, 241 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 65

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more capital invested

Capital invested by funds: $18.7B → $19.9B (+$1.21B)

6% more funds holding

Funds holding: 618652 (+34)

0.47% more ownership

Funds ownership: 90.7%91.18% (+0.47%)

9% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $28.3M

15% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 241

Holders
652
Holders Change
+34
Holders Change %
+5.5%
% of All Funds
10.03%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
105
Increased
205
Reduced
241
Closed
65
Calls
$25.7M
Puts
$28.3M
Net Calls
-$2.62M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
626
Next Financial Group
Texas
$3K -$13.9K -162 -84%
FRA
627
Front Row Advisors
California
$3K
VCM
628
Versant Capital Management
Arizona
$3K
YAL
629
Your Advocates Ltd
Texas
$3K
TWM
630
Tradition Wealth Management
Minnesota
$3K +$2.49K +29 New
CAC
631
Core Alternative Capital
Georgia
$3K +$3.26K +38 New
ADL
632
Asset Dedication LLC
California
$2K
DSC
633
Duncker Streett & Co
Missouri
$2K
TFO
634
Tarbox Family Office
California
$2K
S
635
Surevest
California
$2K +$1.8K +21 New
JWA
636
JFS Wealth Advisors
Pennsylvania
$2K +$1.98K +23 New
PCH
637
Polar Capital Holdings
United Kingdom
$1.06K +$1.04M +12,113 New
CA
638
Clearstead Advisors
Ohio
$1K
FWM
639
Focused Wealth Management
New York
$1K
HCP
640
Hexagon Capital Partners
Arkansas
$1K
CSWM
641
Cassady Schiller Wealth Management
Ohio
$1K +$515 +6 New
HS
642
Horan Securities
United States
$1K +$859 +10 New
CA
643
CoreCap Advisors
Michigan
$1K +$1.12K +13 New
SC
644
Schubert & Co
Texas
$1K +$1.2K +14 New
SWA
645
Sutton Wealth Advisors
Florida
$174
WA
646
WestEnd Advisors
North Carolina
$174 +$172 +2 New
BBHC
647
Brown Brothers Harriman & Co
New York
$35
MPA
648
Marvin & Palmer Associates
Delaware
-$8.93M -108,623 Closed
AIM
649
Achmea Investment Management
Netherlands
-$6.01M -73,095 Closed
ACI
650
AMP Capital Investors
Australia
-$5.2M -63,154 Closed

TRMB Hedge Fund Activity: Q4 2021 in Review

652 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q4 2021, worth a combined $19.9B — up 6.5% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TRMB positions and 65 closed out — a net gain of 40 holders — while 205 added to existing stakes and 241 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $103M. The largest seller was Atlanta Capital Management, cutting an estimated $66.2M.

  • 652 institutional investors held Trimble (TRMB) as of Q4 2021, up from 618 in Q3 2021.
  • Funds reported $19.9B of Trimble stock for Q4 2021, up 6.5% quarter-over-quarter.
  • 105 funds opened new Trimble positions in Q4 2021 and 65 closed out, a net change of +40 holders.
  • The largest Trimble buyer in Q4 2021 was Thrivent Financial for Lutherans, an estimated $103M added.
  • The largest Trimble seller in Q4 2021 was Atlanta Capital Management, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2021.