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TransUnion
TRU

Overview Fund Activity

415 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
6.54%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
154
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$578M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$925M
3
MG
3
Meritage Group
California
$255M
4
Victory Capital Management
4
Victory Capital Management
Texas
$208M
5
Parnassus Investments
5
Parnassus Investments
California
$161M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$566M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$82.5M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$9.58M
5
BlackRock
5
BlackRock
New York
$714M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
251
Main Street Financial Solutions
Pennsylvania
$580K +$9.79K +125 +2%
RC
252
Rovin Capital
Arizona
$579K +$9.79K +125 +2%
FRM
253
Fox Run Management
Connecticut
$576K +$576K +7,358 New
PFO
254
Pathstone Family Office
New Jersey
$571K +$99.9K +1,275 +21%
X
255
Xponance
Pennsylvania
$534K -$1.12M -14,291 -68%
FHB
256
First Hawaiian Bank
Hawaii
$532K +$532K +6,790 New
EBT
257
Enterprise Bank & Trust
Massachusetts
$513K +$513K +6,550 New
AWM
258
Avior Wealth Management
Nebraska
$512K -$52.9K -675 -9%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$508K +$392 +5 +0.1%
DFCM
260
Dark Forest Capital Management
Puerto Rico
$507K +$507K +6,469 New
SC
261
Sepio Capital
Utah
$498K +$163K +2,078 +49%
HWAM
262
Hennion & Walsh Asset Management
New Jersey
$480K +$45.5K +581 +10%
OAM
263
Ostrum Asset Management
France
$462K +$313 +4 +0.1%
RWB
264
RMR Wealth Builders
New Jersey
$462K +$106K +1,355 +30%
OPS
265
Orion Portfolio Solutions
Nebraska
$458K -$16K -204 -3%
BCI
266
Brinker Capital Investments
Pennsylvania
$458K -$16K -204 -3%
KA
267
Kintegral Advisory
New York
$455K – – –
TRCT
268
Tower Research Capital (TRC)
New York
$450K +$406K +5,184 +931%
Assenagon Asset Management
269
Assenagon Asset Management
Luxembourg
$449K -$1.71M -21,859 -79%
HWM
270
HB Wealth Management
Georgia
$448K +$27K +345 +6%
MGP
271
Metis Global Partners
California
$448K -$30.8K -393 -6%
Bank of Nova Scotia
272
Bank of Nova Scotia
Ontario, Canada
$443K +$173K +2,209 +64%
MOACM
273
Mutual of America Capital Management
New York
$436K +$13.9K +177 +3%
Creative Planning
274
Creative Planning
Kansas
$430K +$130K +1,659 +43%
TMAM
275
Tokio Marine Asset Management
Japan
$412K +$18.4K +235 +5%
9 10
11
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