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TransUnion

301 hedge funds and large institutions have $10.1B invested in TransUnion in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

152% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $2.21M

49% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 70

33% more funds holding

Funds holding: 227301 (+74)

14% more capital invested

Capital invested by funds: $8.86B → $10.1B (+$1.27B)

1.47% less ownership

Funds ownership: 103.11%101.64% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+74
Holders Change %
+32.6%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
102
Increased
104
Reduced
70
Closed
27
Calls
$5.57M
Puts
$2.21M
Net Calls
+$3.36M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
251
Summit Trail Advisors
New York
$108K +$99K +1,859 New
MFW
252
Mosaic Family Wealth
Missouri
$107K
SO
253
STRS Ohio
Ohio
$107K +$104K +1,952 New
PCM
254
Prelude Capital Management
New York
$101K +$23.7K +445 +32%
AIM
255
ARK Investment Management
Florida
$99K +$96K +1,803 New
BL
256
Balentine LLC
Georgia
$92K
C
257
Cerebellum
California
$88K +$85K +1,596 New
FPFS
258
First Personal Financial Services
North Carolina
$81K -$24.3K -456 -24%
AG
259
Advisor Group
Arizona
$74K -$9.05K -170 -11%
PG
260
Pendal Group
Australia
$70.5K +$68.2K +1,282 New
AIL
261
AGF Investments LLC
Ontario, Canada
$58K +$8.73K +164 +18%
IUHSA
262
Itau Unibanco Holding S.A.
Brazil
$56K -$17.4K -326 -24%
CTA
263
Carillon Tower Advisers
Florida
$48.3K +$46.8M +878,564 New
IDBONY
264
Israel Discount Bank of New York
New York
$48K +$46.6K +875 New
QT
265
Quantbot Technologies
New York
$48K +$47.1K +885 New
OWA
266
One Wealth Advisors
California
$40K +$39.1K +735 New
FAM
267
Fred Alger Management
New York
$39K +$38K +713 New
TL
268
TrueWealth LLC
Georgia
$31K +$29.9K +562 New
RWA
269
Ropes Wealth Advisors
Massachusetts
$27K -$27.3K -512 -51%
FHA
270
First Horizon Advisors
Tennessee
$27K
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$24K
EWM
272
Evercore Wealth Management
New York
$23K
PFBT
273
Parkside Financial Bank & Trust
Missouri
$22K
GEA
274
Glen Eagle Advisors
New Jersey
$20.3K
PCP
275
Proficio Capital Partners
Massachusetts
$20K +$2.87K +54 +18%

TRU Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2017, worth a combined $10.1B — up 14% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new TRU positions and 27 closed out — a net gain of 75 holders — while 104 added to existing stakes and 70 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $135M. The largest seller was Goldman Sachs, cutting an estimated $197M.

  • 301 institutional investors held TransUnion (TRU) as of Q4 2017, up from 227 in Q3 2017.
  • Funds reported $10.1B of TransUnion stock for Q4 2017, up 14% quarter-over-quarter.
  • 102 funds opened new TransUnion positions in Q4 2017 and 27 closed out, a net change of +75 holders.
  • The largest TransUnion buyer in Q4 2017 was Principal Financial Group, an estimated $135M added.
  • The largest TransUnion seller in Q4 2017 was Goldman Sachs, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2017.