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Trustmark
TRMK

Overview Fund Activity

205 hedge funds and large institutions have $1.01B invested in Trustmark in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-32
Holders Change %
-13.5%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
68
Reduced
73
Closed
50
Calls
$214K
Puts
$1.4M
Net Calls
-$1.19M
Net Calls Change
-$897K

Top Buyers

1
State Street
State Street
Massachusetts
+$11.4M
2
BlackRock
BlackRock
New York
+$9.76M
3
GC
Gillson Capital
Illinois
+$6.47M
4
EARNEST Partners
EARNEST Partners
Georgia
+$4.01M
5
SSA
Schonfeld Strategic Advisors
New York
+$2.99M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.38M
2
Millennium Management
Millennium Management
New York
-$7.01M
3
Goldman Sachs
Goldman Sachs
New York
-$5.74M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.98M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Montag & Associates
Georgia
$6.6K – – –
CTC
177
Central Trust Company
Missouri
$6.52K – – –
PFBT
178
Parkside Financial Bank & Trust
Missouri
$5.51K +$2.94K +119 +114%
ME
179
McIlrath & Eck
Washington
$4.62K – – –
HWA
180
HHM Wealth Advisors
Tennessee
$4.05K +$4.05K +164 New
HI
181
Harbour Investments
Wisconsin
$3.85K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$3.36K +$815 +33 +32%
CFGS
183
Concourse Financial Group Securities
Alabama
$3.33K +$1.09K +44 +48%
BAAM
184
Baker Avenue Asset Management
California
$3.16K – – –
CWC
185
Carolinas Wealth Consulting
North Carolina
$3.06K +$395 +16 +15%
PVH
186
Psagot Value Holdings
Israel
$3K +$3K +121 New
VCM
187
Versant Capital Management
Arizona
$2.26K -$6.29K -256 -74%
LC
188
Lindbrook Capital
California
$1.51K – – –
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$1.24K +$222 +9 +22%
BIA
190
Bell Investment Advisors
California
$1.04K -$1.36K -55 -57%
MCM
191
Manchester Capital Management
Vermont
$939 – – –
US Bancorp
192
US Bancorp
Minnesota
$741 – – –
JWA
193
JFS Wealth Advisors
Pennsylvania
$593 -$1.14K -46 -66%
FFA
194
Farther Finance Advisors
California
$494 – – –
SC
195
Schubert & Co
Texas
$371 -$693 -28 -65%
ECM
196
Everence Capital Management
Indiana
$298 – – –
DI
197
Disciplined Investments
Oklahoma
$272 -$173 -7 -39%
GWS
198
Glassman Wealth Services
Virginia
$272 – – –
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$202 +$5 +215 +3%
TWP
200
TFO Wealth Partners
Ohio
$99 -$297 -12 -75%
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