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Trimble

408 hedge funds and large institutions have $7.38B invested in Trimble in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.04M

0.56% less ownership

Funds ownership: 92.14%91.58% (-0.56%)

9% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 64

2% less funds holding

Funds holding: 416408 (-8)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

26% less capital invested

Capital invested by funds: $10B → $7.38B (-$2.62B)

Holders
408
Holders Change
-8
Holders Change %
-1.92%
% of All Funds
9.09%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
58
Increased
125
Reduced
144
Closed
64
Calls
$10.1M
Puts
$5.04M
Net Calls
+$5.05M
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$868M +$18M +489,499 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$747M +$26.9M +730,314 +3%
Capital International Investors
3
Capital International Investors
California
$498M +$142M +3,854,622 +34%
Capital Research Global Investors
4
Capital Research Global Investors
California
$459M +$24.9K +677 +0%
Primecap Management
5
Primecap Management
California
$310M -$1.48M -40,200 -0.4%
State Street
6
State Street
Massachusetts
$253M -$9.52M -258,856 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$189M -$120M -3,250,304 -36%
Impax Asset Management Group
8
Impax Asset Management Group
United Kingdom
$183M +$1.72M +46,661 +0.8%
Select Equity Group
9
Select Equity Group
New York
$171M +$56.9M +1,547,443 +42%
ACH
10
ArrowMark Colorado Holdings
Colorado
$155M +$1.38M +37,617 +0.8%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$142M -$4.73M -128,644 -3%
ACM
12
Atlanta Capital Management
Georgia
$121M -$48.9M -1,329,207 -27%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$116M -$9.27M -251,973 -7%
Parnassus Investments
14
Parnassus Investments
California
$108M +$35.5M +964,512 +42%
Franklin Resources
15
Franklin Resources
California
$108M +$415K +11,285 +0.3%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$106M -$2.42M -65,764 -2%
Axa
17
Axa
France
$97.9M +$5.01M +136,228 +5%
CS
18
Credit Suisse
Switzerland
$94.8M +$4.3M +116,921 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$87.5M +$6.31M +171,485 +7%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$87.2M +$51M +1,387,137 +110%
DDC
21
DF Dent & Co
Maryland
$85.9M -$2.13M -57,909 -2%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$77.6M -$934K -25,395 -1%
Northern Trust
23
Northern Trust
Illinois
$77.3M +$2.45M +66,692 +3%
Norges Bank
24
Norges Bank
Norway
$74.5M
UBS AM
25
UBS AM
Illinois
$73M -$6.01M -163,268 -7%

TRMB Hedge Fund Activity: Q4 2018 in Review

408 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q4 2018, worth a combined $7.38B — down 26% from $10B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of TRMB and 58 opened new positions — a net loss of 6 holders — while 144 trimmed existing stakes and 125 added.

The largest buyer was Capital International Investors, adding an estimated $142M. The largest seller was Fidelity Investments, cutting an estimated $120M.

  • 408 institutional investors held Trimble (TRMB) as of Q4 2018, down from 416 in Q3 2018.
  • Funds reported $7.38B of Trimble stock for Q4 2018, down 26% quarter-over-quarter.
  • 58 funds opened new Trimble positions in Q4 2018 and 64 closed out, a net change of -6 holders.
  • The largest Trimble buyer in Q4 2018 was Capital International Investors, an estimated $142M added.
  • The largest Trimble seller in Q4 2018 was Fidelity Investments, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2018.