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Trimble
TRMB

573 hedge funds and large institutions have $12.6B invested in Trimble in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 188 increasing their positions, 220 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $45.9M | Put options by funds: $23.5M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4.41% more ownership

Funds ownership: 91.1% → 95.51% (+4.4%)

5% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 63

3% more capital invested

Capital invested by funds: $12.2B → $12.6B (+$420M)

1% less funds holding

Funds holding: 577 → 573 (-4)

15% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 220

Holders
573
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
66
Increased
188
Reduced
220
Closed
63
Calls
$45.9M
Puts
$23.5M
Net Calls
+$22.4M
Net Calls Change
+$12.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$431M
2
GIM
Generation Investment Management
United Kingdom
+$276M
3
JPM
JANA Partners Management
New York
+$179M
4
Select Equity Group
Select Equity Group
New York
+$73.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$51.9M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$253M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$87.6M
4
Capital International Investors
Capital International Investors
California
-$71.4M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B +$13.1M +273,863 +0.9%
BlackRock
2
BlackRock
New York
$1.03B +$10.4M +218,785 +1%
Morgan Stanley
3
Morgan Stanley
New York
$888M +$431M +9,033,756 +118%
Capital International Investors
4
Capital International Investors
California
$683M -$71.4M -1,497,144 -10%
GIM
5
Generation Investment Management
United Kingdom
$653M +$276M +5,796,030 +90%
State Street
6
State Street
Massachusetts
$577M +$33.9M +710,058 +7%
Select Equity Group
7
Select Equity Group
New York
$332M +$73.2M +1,534,308 +33%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$301M +$6.19M +129,855 +2%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$276M +$28.8M +603,020 +13%
Primecap Management
10
Primecap Management
California
$267M +$9M +188,790 +4%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$240M -$4.76M -99,784 -2%
Impax Asset Management Group
12
Impax Asset Management Group
United Kingdom
$232M -$253M -5,314,906 -55%
ACH
13
ArrowMark Colorado Holdings
Colorado
$219M +$32M +670,874 +19%
Invesco
14
Invesco
Georgia
$218M +$27.9M +585,394 +17%
Ameriprise
15
Ameriprise
Minnesota
$211M +$31.1M +652,202 +20%
UBS AM
16
UBS AM
Illinois
$203M +$7.42M +155,644 +4%
JPM
17
JANA Partners Management
New York
$200M +$179M +3,760,371 New
Fidelity International
18
Fidelity International
Bermuda
$191M +$8.51M +178,375 +5%
CAM
19
Contour Asset Management
New York
$185M +$21.1M +442,131 +15%
Amundi
20
Amundi
France
$153M +$4.54M +95,297 +3%
Macquarie Group
21
Macquarie Group
Australia
$149M +$1.77M +37,222 +1%
NAMA
22
Nikko Asset Management Americas
New York
$144M +$2.14M +44,896 +2%
Northern Trust
23
Northern Trust
Illinois
$142M -$1.59M -33,430 -1%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$139M -$8.23M -172,579 -6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$137M -$6.06M -127,051 -5%
1
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TRMB Hedge Fund Activity: Q4 2023 in Review

573 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q4 2023, worth a combined $12.6B — up 3.4% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new TRMB positions and 63 closed out — a net gain of 3 holders — while 188 added to existing stakes and 220 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $431M. The largest seller was Impax Asset Management Group, cutting an estimated $253M.

  • 573 institutional investors held Trimble (TRMB) as of Q4 2023, down from 577 in Q3 2023.
  • Funds reported $12.6B of Trimble stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 66 funds opened new Trimble positions in Q4 2023 and 63 closed out, a net change of +3 holders.
  • The largest Trimble buyer in Q4 2023 was Morgan Stanley, an estimated $431M added.
  • The largest Trimble seller in Q4 2023 was Impax Asset Management Group, an estimated $253M sold.

Based on aggregated 13F filings for Q4 2023.