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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.37B -$11.4M -132,331 -0.5%
BlackRock
2
BlackRock
New York
$1.62B -$40.3M -468,897 -2%
Capital International Investors
3
Capital International Investors
California
$1.4B +$1.93M +22,462 +0.1%
State Street
4
State Street
Massachusetts
$896M +$23.5M +273,407 +3%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$741M +$47.7M +555,983 +7%
Primecap Management
6
Primecap Management
California
$500M -$30M -349,359 -6%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$451M +$8.95M +104,231 +2%
AIM
8
ARK Investment Management
Florida
$418M +$30.8M +358,662 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$414M +$7.64M +88,925 +2%
Invesco
10
Invesco
Georgia
$363M -$6.55M -76,274 -2%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$358M -$1.45M -16,861 -0.4%
Select Equity Group
12
Select Equity Group
New York
$355M +$84.2M +980,979 +32%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$346M -$7.1M -82,663 -2%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$321M +$12.3M +143,792 +4%
NAMA
15
Nikko Asset Management Americas
New York
$318M +$11.3M +132,001 +4%
CS
16
Credit Suisse
Switzerland
$309M +$24.7M +287,717 +9%
Norges Bank
17
Norges Bank
Norway
$301M -$4.18M -48,675 -1%
GIM
18
Generation Investment Management
United Kingdom
$293M +$6.04M +70,346 +2%
Artisan Partners
19
Artisan Partners
Wisconsin
$258M -$2.41M -28,106 -0.9%
UBS AM
20
UBS AM
Illinois
$250M -$20.6M -240,453 -8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$242M -$2.2M -25,643 -0.9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$233M -$5.93M -69,112 -3%
Northern Trust
23
Northern Trust
Illinois
$230M -$6.33M -73,676 -3%
Parnassus Investments
24
Parnassus Investments
California
$209M -$32.9M -382,891 -14%
Legal & General Group
25
Legal & General Group
United Kingdom
$193M -$2.81M -32,764 -1%

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.