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TransUnion

435 hedge funds and large institutions have $16.7B invested in TransUnion in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $7.97M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0.69% less ownership

Funds ownership: 98.35%97.66% (-0.69%)

5% less funds holding

Funds holding: 457435 (-22)

10% less capital invested

Capital invested by funds: $18.6B → $16.7B (-$1.89B)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

Holders
435
Holders Change
-22
Holders Change %
-4.81%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
58
Increased
161
Reduced
154
Closed
76
Calls
$22.4M
Puts
$7.97M
Net Calls
+$14.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
251
Quantbot Technologies
New York
$935K +$352K +3,906 +60%
EOJOAM
252
E. Ohman J:or Asset Management
Sweden
$927K +$207K +2,300 +29%
SLI
253
Sumitomo Life Insurance
Japan
$922K -$37.8K -419 -4%
OQS
254
Occudo Quantitative Strategies
Florida
$893K +$895K +9,919 New
OCM
255
Oribel Capital Management
New York
$882K -$10.5M -116,200 -92%
SGA
256
Strategic Global Advisors
California
$873K -$1.44K -16 -0.2%
JMPWA
257
JP Morgan Private Wealth Advisors
California
$857K -$257K -2,846 -23%
LCM
258
Logan Capital Management
Pennsylvania
$855K +$451 +5 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
259
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$845K +$29.8K +330 +4%
AB
260
Amalgamated Bank
New York
$834K -$45.4K -503 -5%
PI
261
PEAK6 Investments
Illinois
$805K +$164K +1,815 +25%
CFGS
262
Concourse Financial Group Securities
Alabama
$792K +$222K +2,466 +39%
TAM
263
Tocqueville Asset Management
New York
$765K
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$760K
AWM
265
Avior Wealth Management
Nebraska
$704K +$108K +1,200 +18%
SXL
266
Summit X LLC
Missouri
$702K +$82.5K +915 +13%
AIC
267
Ameritas Investment Company
Nebraska
$677K +$679K +7,524 New
HC
268
Henshaw Capital
Massachusetts
$672K -$323K -3,575 -32%
LPL Financial
269
LPL Financial
California
$671K +$120K +1,325 +22%
CB
270
Commerce Bank
Missouri
$664K +$14.9K +165 +2%
MF
271
Magnetar Financial
Illinois
$645K +$646K +7,162 New
TC
272
TwinBeech Capital
New York
$639K +$640K +7,100 New
TI
273
Trexquant Investment
Connecticut
$629K +$630K +6,987 New
CCP
274
Corient Capital Partners
California
$625K -$686K -7,610 -52%
SC
275
Sepio Capital
Utah
$625K -$416K -4,606 -40%

TRU Hedge Fund Activity: Q1 2021 in Review

435 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2021, worth a combined $16.7B — down 10% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TRU and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 161 added.

The largest buyer was Wellington Management Group, adding an estimated $169M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $347M sold.

  • 435 institutional investors held TransUnion (TRU) as of Q1 2021, down from 457 in Q4 2020.
  • Funds reported $16.7B of TransUnion stock for Q1 2021, down 10% quarter-over-quarter.
  • 58 funds opened new TransUnion positions in Q1 2021 and 76 closed out, a net change of -18 holders.
  • The largest TransUnion buyer in Q1 2021 was Wellington Management Group, an estimated $169M added.
  • The largest TransUnion seller in Q1 2021 was Findlay Park Partners, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2021.