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TransUnion
TRU

Overview Fund Activity

388 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-7
Holders Change %
-1.77%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
47
Increased
151
Reduced
135
Closed
50
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$128M
2
PIM
Platinum Investment Management
Australia
+$122M
3
Morgan Stanley
Morgan Stanley
New York
+$113M
4
Bessemer Group
Bessemer Group
New Jersey
+$71.1M
5
PCM
Palestra Capital Management
New York
+$70.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$168M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$137M
3
Fidelity International
Fidelity International
Bermuda
-$114M
4
Macquarie Group
Macquarie Group
Australia
-$64.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$57.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$403K +$5.97K +96 +2%
Mariner
252
Mariner
Kansas
$397K +$47K +755 +13%
OTL
253
Oak Thistle LLC
New York
$382K +$111K +1,794 +41%
MGP
254
Metis Global Partners
California
$380K +$380K +6,108 New
BCI
255
Brinker Capital Investments
Pennsylvania
$376K -$1.21M -19,514 -76%
OPS
256
Orion Portfolio Solutions
Nebraska
$376K +$376K +6,049 New
PFO
257
Pathstone Family Office
New Jersey
$374K -$405K -6,522 -52%
SG Americas Securities
258
SG Americas Securities
New York
$371K +$139K +2,237 +60%
OAM
259
Ostrum Asset Management
France
$367K +$367K +5,900 New
KA
260
Kintegral Advisory
New York
$361K -$19.4K -312 -5%
HWAM
261
Hennion & Walsh Asset Management
New Jersey
$344K +$13.5K +217 +4%
MOACM
262
Mutual of America Capital Management
New York
$335K – – –
HWM
263
HB Wealth Management
Georgia
$334K +$24.6K +396 +8%
HCA
264
Harbor Capital Advisors
Illinois
$318K +$318K +5,125 New
TMAM
265
Tokio Marine Asset Management
Japan
$313K +$13.3K +214 +4%
WP
266
WealthSource Partners
California
$308K -$249 -4 -0.1%
BTWM
267
Baker Tilly Wealth Management
Wisconsin
$293K -$18.4K -296 -6%
Bank of Montreal
268
Bank of Montreal
Ontario, Canada
$287K -$19.6M -315,769 -99%
PFS
269
Prospera Financial Services
Texas
$284K +$8.89K +143 +3%
RWB
270
RMR Wealth Builders
New Jersey
$282K – – –
EI
271
Ellevest Inc
New York
$277K +$77.1K +1,241 +39%
HighTower Advisors
272
HighTower Advisors
Illinois
$276K -$4.76K -77 -2%
BC
273
Brookfield Corp
Ontario, Canada
$272K -$2.62M -42,233 -91%
AT
274
American Trust
Kentucky
$270K +$37.5K +604 +16%
AIMCA
275
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$267K +$267K +4,300 New
9 10
11
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