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Trimble

351 hedge funds and large institutions have $8.34B invested in Trimble in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 118 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $2.21M

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more capital invested

Capital invested by funds: $7.1B → $8.34B (+$1.24B)

10% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 118

5% more funds holding

Funds holding: 334351 (+17)

Holders
351
Holders Change
+17
Holders Change %
+5.09%
% of All Funds
10.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
49
Increased
130
Reduced
118
Closed
30
Calls
$4.48M
Puts
$2.21M
Net Calls
+$2.26M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$490M +$18.1M +573,718 +4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$486M +$7.85M +248,980 +2%
Primecap Management
3
Primecap Management
California
$451M +$12.9K +408 +0%
Artisan Partners
4
Artisan Partners
Wisconsin
$396M -$40.9M -1,298,127 -10%
Franklin Resources
5
Franklin Resources
California
$329M +$22.4M +710,445 +8%
Capital Research Global Investors
6
Capital Research Global Investors
California
$296M
State Street
7
State Street
Massachusetts
$285M -$2.7M -85,685 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$259M +$45.1M +1,431,050 +24%
TCM
9
Tran Capital Management
California
$257M +$163M +5,164,276 +229%
BIT
10
BlackRock Institutional Trust
California
$256M +$3.43M +108,830 +1%
BFA
11
BlackRock Fund Advisors
California
$251M +$21.3M +676,013 +10%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$218M +$9.83M +311,797 +5%
CWAM
13
Columbia Wanger Asset Management
Illinois
$180M
DDC
14
DF Dent & Co
Maryland
$178M +$1.95M +61,985 +1%
HL
15
Harding Loevner
New Jersey
$166M +$5.42M +171,925 +4%
DGI
16
Disciplined Growth Investors
Minnesota
$143M +$1.55M +49,006 +1%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$133M +$3.85M +121,976 +3%
WRF
18
Waddell & Reed Financial
Kansas
$123M +$19.1M +606,352 +21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$121M -$2.8M -88,908 -2%
RCG
20
Ruane, Cunniff & Goldfarb
New York
$119M -$1.06M -33,775 -1%
Northern Trust
21
Northern Trust
Illinois
$107M -$316K -10,006 -0.3%
William Blair & Company
22
William Blair & Company
Illinois
$105M -$67.5M -2,139,342 -41%
JHIU
23
Janus Henderson Investors US
Colorado
$89.8M -$1.44M -45,731 -2%
PA
24
Pinnacle Associates
New York
$86.6M -$2.09M -66,223 -3%
UIM
25
USS Investment Management
United Kingdom
$83.4M

TRMB Hedge Fund Activity: Q4 2013 in Review

351 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q4 2013, worth a combined $8.34B — up 17% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRMB positions and 30 closed out — a net gain of 19 holders — while 130 added to existing stakes and 118 trimmed.

The largest buyer was Tran Capital Management, adding an estimated $163M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $82.1M sold.

  • 351 institutional investors held Trimble (TRMB) as of Q4 2013, up from 334 in Q3 2013.
  • Funds reported $8.34B of Trimble stock for Q4 2013, up 17% quarter-over-quarter.
  • 49 funds opened new Trimble positions in Q4 2013 and 30 closed out, a net change of +19 holders.
  • The largest Trimble buyer in Q4 2013 was Tran Capital Management, an estimated $163M added.
  • The largest Trimble seller in Q4 2013 was TimesSquare Capital Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q4 2013.