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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
251
Dupont Capital Management
Delaware
$588K -$51.4K -743 -9%
LWAM
252
Legacy Wealth Asset Management
Minnesota
$582K +$14.7K +213 +3%
MSFS
253
Main Street Financial Solutions
Pennsylvania
$580K +$8.65K +125 +2%
RC
254
Rovin Capital
Arizona
$579K +$8.65K +125 +2%
FRM
255
Fox Run Management
Connecticut
$576K +$509K +7,358 New
PFO
256
Pathstone Family Office
New Jersey
$571K +$88.2K +1,275 +21%
X
257
Xponance
Pennsylvania
$534K -$989K -14,291 -68%
FHB
258
First Hawaiian Bank
Hawaii
$532K +$470K +6,790 New
EBT
259
Enterprise Bank & Trust
Massachusetts
$513K +$453K +6,550 New
AWM
260
Avior Wealth Management
Nebraska
$512K -$46.7K -675 -9%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$508K +$346 +5 +0.1%
DFCM
262
Dark Forest Capital Management
Puerto Rico
$507K +$448K +6,469 New
SC
263
Sepio Capital
Utah
$498K +$144K +2,078 +49%
BW
264
Basepoint Wealth
Iowa
$494K +$96.6K +1,396 +28%
HWAM
265
Hennion & Walsh Asset Management
New Jersey
$480K +$40.2K +581 +10%
OAM
266
Ostrum Asset Management
France
$462K +$277 +4 +0.1%
RWB
267
RMR Wealth Builders
New Jersey
$462K +$93.8K +1,355 +30%
BCI
268
Brinker Capital Investments
Pennsylvania
$458K -$14.1K -204 -3%
OPS
269
Orion Portfolio Solutions
Nebraska
$458K -$14.1K -204 -3%
KA
270
Kintegral Advisory
New York
$455K
TRCT
271
Tower Research Capital (TRC)
New York
$450K +$359K +5,184 +931%
Assenagon Asset Management
272
Assenagon Asset Management
Luxembourg
$449K -$1.51M -21,859 -79%
HWM
273
HB Wealth Management
Georgia
$448K +$23.9K +345 +6%
MGP
274
Metis Global Partners
California
$448K -$27.2K -393 -6%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$443K +$153K +2,209 +64%

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.