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Trustmark
TRMK

Overview Fund Activity

237 hedge funds and large institutions have $2.81B invested in Trustmark in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+28
Holders Change %
+13.4%
% of All Funds
3.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
76
Reduced
66
Closed
14
Calls
–
Puts
$293K
Net Calls
-$293K
Net Calls Change
-$771K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.51B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$12.2M
3
GWA
3
Gibson Wealth Advisors
Texas
$7.99M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$7.38M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.26M

Top Sellers

1
BlackRock
1
BlackRock
New York
$301M
2
Bank of America
2
Bank of America
North Carolina
$1.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$18.4M
4
State Street
4
State Street
Massachusetts
$90.8M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
201
Macroview Investment Management
Maryland
$10.5K +$10.5K +301 New
MA
202
Montag & Associates
Georgia
$9.32K – – –
CTC
203
Central Trust Company
Missouri
$9.22K – – –
FHA
204
First Horizon Advisors
Tennessee
$7.58K -$30K -859 -80%
ME
205
McIlrath & Eck
Washington
$6.53K – – –
HI
206
Harbour Investments
Wisconsin
$5.44K +$35 +1 +0.6%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$5K -$3.63K -109 -42%
BAAM
208
Baker Avenue Asset Management
California
$4.47K +$4.47K +128 New
ACP
209
Arcus Capital Partners
Georgia
$4.36K +$4.36K +125 New
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.14K +55 +115%
CWC
211
Carolinas Wealth Consulting
North Carolina
$3.77K -$140 -4 -4%
EWA
212
EverSource Wealth Advisors
Alabama
$3.67K – – –
PFBT
213
Parkside Financial Bank & Trust
Missouri
$3.63K – – –
TWP
214
TFO Wealth Partners
Ohio
$3.6K +$3.6K +16 New
BIA
215
Bell Investment Advisors
California
$3.39K – – –
CFGS
216
Concourse Financial Group Securities
Alabama
$3.18K -$7.61K -218 -71%
RCM
217
Raleigh Capital Management
North Carolina
$2.97K +$1.47K +42 +98%
TC
218
Truvestments Capital
Florida
$2.51K +$2.51K +72 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$2.44K +$384 +11 +19%
ZIG
220
Zullo Investment Group
Pennsylvania
$2.34K +$35 +1 +2%
LC
221
Lindbrook Capital
California
$2.13K – – –
GRP
222
Global Retirement Partners
California
$1.75K – – –
SC
223
Schubert & Co
Texas
$1.5K +$105 +3 +8%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
MCM
225
Manchester Capital Management
Vermont
$1.33K – – –
6 7 8
9
10