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Trimble

416 hedge funds and large institutions have $10B invested in Trimble in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 145 increasing their positions, 149 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $2.71M

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

33% more capital invested

Capital invested by funds: $7.51B → $10B (+$2.49B)

27% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 41

1% more funds holding

Funds holding: 412416 (+4)

0.29% more ownership

Funds ownership: 91.85%92.14% (+0.29%)

3% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 149

Holders
416
Holders Change
+4
Holders Change %
+0.97%
% of All Funds
9.51%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
52
Increased
145
Reduced
149
Closed
41
Calls
$7.89M
Puts
$2.71M
Net Calls
+$5.17M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.13B +$41.1M +1,051,053 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$955M +$2.9M +74,221 +0.3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$606M -$79.3M -2,029,529 -13%
Capital International Investors
4
Capital International Investors
California
$490M +$122M +3,121,423 +38%
Primecap Management
5
Primecap Management
California
$411M -$7.76M -198,620 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$390M +$18.9M +484,134 +6%
State Street
7
State Street
Massachusetts
$346M +$5.74M +146,931 +2%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$239M +$215M +5,512,648 New
ACM
9
Atlanta Capital Management
Georgia
$217M -$1.06M -27,209 -0.5%
ACH
10
ArrowMark Colorado Holdings
Colorado
$203M +$3.04M +77,911 +2%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$193M +$12M +307,796 +7%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$173M +$18M +461,206 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$165M -$69.8M -1,785,875 -32%
Select Equity Group
14
Select Equity Group
New York
$158M +$69.4M +1,776,477 +95%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$143M -$19.6M -501,640 -13%
Franklin Resources
16
Franklin Resources
California
$142M +$12.2M +313,190 +11%
Axa
17
Axa
France
$123M -$5.21M -133,360 -4%
CS
18
Credit Suisse
Switzerland
$120M -$9.99M -255,605 -8%
DDC
19
DF Dent & Co
Maryland
$116M -$635K -16,260 -0.6%
Fidelity International
20
Fidelity International
Bermuda
$115M -$11.6M -296,820 -10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$108M +$3.41M +87,202 +4%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$104M +$43.8M +1,121,373 +89%
UBS AM
23
UBS AM
Illinois
$103M +$7.05M +180,504 +8%
Parnassus Investments
24
Parnassus Investments
California
$101M +$90.7M +2,321,040 New
Northern Trust
25
Northern Trust
Illinois
$99.2M -$920K -23,541 -1%

TRMB Hedge Fund Activity: Q3 2018 in Review

416 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q3 2018, worth a combined $10B — up 33% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new TRMB positions and 41 closed out — a net gain of 11 holders — while 145 added to existing stakes and 149 trimmed.

The largest buyer was Capital International Investors, adding an estimated $122M. The largest seller was Capital Research Global Investors, cutting an estimated $79.3M.

  • 416 institutional investors held Trimble (TRMB) as of Q3 2018, up from 412 in Q2 2018.
  • Funds reported $10B of Trimble stock for Q3 2018, up 33% quarter-over-quarter.
  • 52 funds opened new Trimble positions in Q3 2018 and 41 closed out, a net change of +11 holders.
  • The largest Trimble buyer in Q3 2018 was Capital International Investors, an estimated $122M added.
  • The largest Trimble seller in Q3 2018 was Capital Research Global Investors, an estimated $79.3M sold.

Based on aggregated 13F filings for Q3 2018.