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Trustmark
TRMK

Overview Fund Activity

211 hedge funds and large institutions have $1.19B invested in Trustmark in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
63
Reduced
73
Closed
15
Calls
$1.03M
Puts
$126K
Net Calls
+$899K
Net Calls Change
+$259K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.4M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$11.3M
3
American Century Companies
American Century Companies
Missouri
+$6.93M
4
SCA
Stieven Capital Advisors
Missouri
+$5.15M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.39M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.1M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.28M
3
HDIM
Hanson & Doremus Investment Management
Vermont
-$3.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.42M
5
EARNEST Partners
EARNEST Partners
Georgia
-$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$928 +$928 +33 New
VCM
202
Versant Capital Management
Arizona
$843 – – –
AWM
203
Abound Wealth Management
Tennessee
$563 – – –
SIC
204
SJS Investment Consulting
Ohio
$478 +$309 +11 +183%
AWM
205
Avior Wealth Management
Nebraska
$365 +$365 +13 New
DPW
206
DiNuzzo Private Wealth
Pennsylvania
$310 – – –
ECM
207
Everence Capital Management
Indiana
$259 +$259 +9,210 New
PFBT
208
Parkside Financial Bank & Trust
Missouri
$253 – – –
PA
209
Parallel Advisors
California
$185 -$740 -28 -80%
RIL
210
Rothschild Investment LLC
Illinois
$141 +$141 +5 New
TWP
211
TFO Wealth Partners
Ohio
$112 – – –
HDIM
212
Hanson & Doremus Investment Management
Vermont
– -$3.9M -139,788 Closed
EPCA
213
Elizabeth Park Capital Advisors
Ohio
– -$1.59M -57,092 Closed
ECM
214
ExodusPoint Capital Management
New York
– -$1.13M -40,616 Closed
TI
215
Trexquant Investment
Connecticut
– -$698K -25,051 Closed
TFS
216
Thoroughbred Financial Services
Tennessee
– -$659K -23,644 Closed
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
– -$502K -18,002 Closed
AWM
218
AE Wealth Management
Kansas
– -$436K -15,496 Closed
N
219
Numerai
California
– -$317K -11,384 Closed
CC
220
Cipher Capital
New York
– -$285K -10,238 Closed
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
– -$266K -9,553 Closed
EW
222
Element Wealth
Mississippi
– -$246K -8,814 Closed
ARC
223
Advisor Resource Council
Texas
– -$230K -8,262 Closed
ACM
224
Aquatic Capital Management
Illinois
– -$148K -5,300 Closed
OP
225
ORG Partners
Indiana
– -$11.2K -400 Closed
6 7 8
9
10