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Trimble

595 hedge funds and large institutions have $16.2B invested in Trimble in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 231 increasing their positions, 207 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $9.41M

12% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 207

0.68% less ownership

Funds ownership: 91.18%90.5% (-0.68%)

9% less funds holding

Funds holding: 652595 (-57)

18% less capital invested

Capital invested by funds: $19.9B → $16.2B (-$3.68B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

44% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 112

Holders
595
Holders Change
-57
Holders Change %
-8.74%
% of All Funds
9.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
63
Increased
231
Reduced
207
Closed
112
Calls
$29.6M
Puts
$9.41M
Net Calls
+$20.2M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B +$24.4M +342,426 +1%
BlackRock
2
BlackRock
New York
$1.36B +$22.5M +315,596 +2%
Capital International Investors
3
Capital International Investors
California
$1.15B -$6.45M -90,547 -0.6%
State Street
4
State Street
Massachusetts
$732M -$9.26M -129,953 -1%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$681M +$66.8M +937,472 +11%
Select Equity Group
6
Select Equity Group
New York
$591M +$293M +4,118,552 +101%
Primecap Management
7
Primecap Management
California
$416M +$2.37M +33,290 +0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$357M +$14.2M +199,308 +4%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$313M -$59.2M -830,652 -16%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$297M +$835K +11,718 +0.3%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$263M -$22.9M -321,756 -8%
CS
12
Credit Suisse
Switzerland
$250M -$5.34M -74,929 -2%
Norges Bank
13
Norges Bank
Norway
$242M -$6.77M -94,994 -3%
GIM
14
Generation Investment Management
United Kingdom
$242M -$727K -10,202 -0.3%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$234M -$31.8M -446,136 -12%
Invesco
16
Invesco
Georgia
$234M -$66.1M -928,343 -22%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$233M +$39.5M +554,794 +21%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$201M +$664K +9,326 +0.3%
NAMA
19
Nikko Asset Management Americas
New York
$193M -$59.5M -834,772 -23%
Northern Trust
20
Northern Trust
Illinois
$191M +$905K +12,701 +0.5%
Fidelity International
21
Fidelity International
Bermuda
$187M +$33.5M +469,798 +22%
Artisan Partners
22
Artisan Partners
Wisconsin
$186M -$27.1M -380,443 -13%
Legal & General Group
23
Legal & General Group
United Kingdom
$168M +$7.92M +111,249 +5%
AIM
24
ARK Investment Management
Florida
$162M -$181M -2,547,326 -53%
Parnassus Investments
25
Parnassus Investments
California
$157M -$16M -224,359 -9%

TRMB Hedge Fund Activity: Q1 2022 in Review

595 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q1 2022, worth a combined $16.2B — down 18% from $19.9B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of TRMB and 63 opened new positions — a net loss of 49 holders — while 207 trimmed existing stakes and 231 added.

The largest buyer was Select Equity Group, adding an estimated $293M. The largest seller was ARK Investment Management, cutting an estimated $181M.

  • 595 institutional investors held Trimble (TRMB) as of Q1 2022, down from 652 in Q4 2021.
  • Funds reported $16.2B of Trimble stock for Q1 2022, down 18% quarter-over-quarter.
  • 63 funds opened new Trimble positions in Q1 2022 and 112 closed out, a net change of -49 holders.
  • The largest Trimble buyer in Q1 2022 was Select Equity Group, an estimated $293M added.
  • The largest Trimble seller in Q1 2022 was ARK Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q1 2022.