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TransUnion
TRU

Overview Fund Activity

425 hedge funds and large institutions have $15.7B invested in TransUnion in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 169 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+14
Holders Change %
+3.41%
% of All Funds
6.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
60
Increased
153
Reduced
169
Closed
43
Calls
$48.9M
Puts
$21.1M
Net Calls
+$27.8M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$987M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$539M
3
Millennium Management
Millennium Management
New York
$158M
4
CIM
CCLA Investment Management
United Kingdom
$153M
5
TP
Theleme Partners
United Kingdom
$111M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$579M
2
FCM
Farallon Capital Management
California
$507M
3
BI
BlueSpruce Investments
Illinois
$296M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$424M
5
Parnassus Investments
Parnassus Investments
California
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
CIBC World Markets
New York
$633K +$203K +2,545 +47%
HighTower Advisors
252
HighTower Advisors
Illinois
$603K +$35K +438 +6%
LWAM
253
Legacy Wealth Asset Management
Minnesota
$594K +$2K +25 +0.3%
DA
254
Duality Advisers
Florida
$580K +$580K +7,269 New
Aviva
255
Aviva
United Kingdom
$574K -$2.76M -34,606 -83%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$565K +$46.6K +584 +9%
Vontobel Holding
257
Vontobel Holding
Switzerland
$560K -$63.2K -792 -10%
Creative Planning
258
Creative Planning
Kansas
$548K +$224K +2,813 +69%
IIM
259
INTECH Investment Management
Florida
$547K -$9.58K -120 -2%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$538K -$27.9K -350 -5%
MSFS
261
Main Street Financial Solutions
Pennsylvania
$538K -$19.4K -243 -3%
TMAM
262
Tokio Marine Asset Management
Japan
$536K -$25.6K -321 -5%
VIM
263
Vinva Investment Management
Australia
$521K +$521K +6,526 New
EBT
264
Enterprise Bank & Trust
Massachusetts
$511K – – –
TRCT
265
Tower Research Capital (TRC)
New York
$509K +$222K +2,786 +78%
ECU
266
Eisler Capital (UK)
United Kingdom
$506K -$728K -9,120 -59%
BIP
267
Brandes Investment Partners
California
$489K +$187K +2,343 +62%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$488K +$1.04K +13 +0.2%
CPBTD
269
Central Pacific Bank - Trust Division
Hawaii
$484K +$484K +6,115 New
Assenagon Asset Management
270
Assenagon Asset Management
Luxembourg
$472K -$30.4K -381 -6%
RWB
271
RMR Wealth Builders
New Jersey
$470K -$1.76K -22 -0.4%
KA
272
Kintegral Advisory
New York
$459K -$1.44K -18 -0.3%
HWAM
273
Hennion & Walsh Asset Management
New Jersey
$459K -$14.4K -181 -3%
O
274
Ossiam
France
$459K +$47.6K +596 +12%
CAM
275
Cresset Asset Management
Illinois
$458K +$458K +5,739 New
9 10
11
12 13