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TransUnion

392 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $28.2M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.07B)

0.14% more ownership

Funds ownership: 97.36%97.5% (+0.14%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 398392 (-6)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
392
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
49
Increased
152
Reduced
135
Closed
51
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
251
Vestcor Inc
New Brunswick, Canada
$419K
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$417K +$439K +6,710 New
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$403K +$6.28K +96 +2%
Mariner
254
Mariner
Kansas
$397K +$49.4K +755 +13%
OTL
255
Oak Thistle LLC
New York
$382K +$117K +1,794 +41%
MGP
256
Metis Global Partners
California
$380K +$400K +6,108 New
BCI
257
Brinker Capital Investments
Pennsylvania
$376K -$1.28M -19,514 -76%
OPS
258
Orion Portfolio Solutions
Nebraska
$376K +$396K +6,049 New
PFO
259
Pathstone Family Office
New Jersey
$374K -$427K -6,522 -52%
SG Americas Securities
260
SG Americas Securities
New York
$371K +$146K +2,237 +60%
OAM
261
Ostrum Asset Management
France
$367K +$386K +5,900 New
KA
262
Kintegral Advisory
New York
$361K -$20.4K -312 -5%
HWAM
263
Hennion & Walsh Asset Management
New Jersey
$344K +$14.2K +217 +4%
MOACM
264
Mutual of America Capital Management
New York
$335K
HWM
265
HB Wealth Management
Georgia
$334K +$25.9K +396 +8%
HCA
266
Harbor Capital Advisors
Illinois
$318K +$335K +5,125 New
TMAM
267
Tokio Marine Asset Management
Japan
$313K +$14K +214 +4%
WP
268
WealthSource Partners
California
$308K -$262 -4 -0.1%
BW
269
Basepoint Wealth
Iowa
$305K +$321K +4,905 New
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$293K -$19.4K -296 -6%
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$287K -$20.7M -315,769 -99%
PFS
272
Prospera Financial Services
Texas
$284K +$9.36K +143 +3%
RWB
273
RMR Wealth Builders
New Jersey
$282K
EI
274
Ellevest Inc
New York
$277K +$81.2K +1,241 +39%
HighTower Advisors
275
HighTower Advisors
Illinois
$276K -$5.04K -77 -2%

TRU Hedge Fund Activity: Q1 2023 in Review

392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2023, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TRU and 49 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 152 added.

The largest buyer was Janus Henderson Group, adding an estimated $135M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 392 institutional investors held TransUnion (TRU) as of Q1 2023, down from 398 in Q4 2022.
  • Funds reported $11.7B of TransUnion stock for Q1 2023, up 10% quarter-over-quarter.
  • 49 funds opened new TransUnion positions in Q1 2023 and 51 closed out, a net change of -2 holders.
  • The largest TransUnion buyer in Q1 2023 was Janus Henderson Group, an estimated $135M added.
  • The largest TransUnion seller in Q1 2023 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.