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Trustmark
TRMK

Overview Fund Activity

243 hedge funds and large institutions have $1.56B invested in Trustmark in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
85
Reduced
71
Closed
22
Calls
$3.66M
Puts
$123K
Net Calls
+$3.54M
Net Calls Change
-$4.95M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.5M
2
State Street
2
State Street
Massachusetts
$119M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$10.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$14.2M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$13.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$18.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$3.77M
4
BCM
4
Bridgeway Capital Management
Texas
$4.17M
5
American Century Companies
5
American Century Companies
Missouri
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$25K +$536 +15 +2%
SAM
202
Smartleaf Asset Management
Massachusetts
$22.7K +$4.35K +122 +24%
SSB
203
Sandy Spring Bank
Maryland
$22.4K – – –
OC
204
Oakworth Capital
Alabama
$21.3K – – –
Nomura Asset Management
205
Nomura Asset Management
Japan
$20.9K – – –
CAS
206
Coppell Advisory Solutions
Texas
$17.3K – – –
MCM
207
MAI Capital Management
Ohio
$16.9K +$16.9K +478 New
AAP
208
Arax Advisory Partners
Colorado
$16K – – –
OP
209
ORG Partners
Indiana
$14.2K +$35 +1 +0.3%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$11.4K – – –
FHA
211
First Horizon Advisors
Tennessee
$11.4K -$177 -5 -2%
RFS
212
Richardson Financial Services
Massachusetts
$11.2K +$1.43K +40 +15%
GRP
213
Global Retirement Partners
California
$8.31K +$3.64K +103 +78%
HNB
214
Huntington National Bank
Ohio
$7.14K – – –
HWA
215
HHM Wealth Advisors
Tennessee
$5.8K – – –
QCG
216
Quadrant Capital Group
Ohio
$5.77K – – –
HI
217
Harbour Investments
Wisconsin
$5.51K – – –
UB
218
UMB Bank
Missouri
$5.45K – – –
EWA
219
EverSource Wealth Advisors
Alabama
$5.24K +$4.42K +125 +543%
HNW
220
High Note Wealth
Minnesota
$4.53K +$4.53K +128 New
MA
221
Montag & Associates
Georgia
$4.21K – – –
LDB
222
Lee, Danner & Bass
Tennessee
$3.57K +$3.57K +101 New
S
223
SignatureFD
Georgia
$3.47K – – –
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$3.25K – – –
CWC
225
Carolinas Wealth Consulting
North Carolina
$3.15K -$354 -10 -10%
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