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TransUnion

301 hedge funds and large institutions have $10.1B invested in TransUnion in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 27

152% more call options, than puts

Call options by funds: $5.57M | Put options by funds: $2.21M

49% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 70

33% more funds holding

Funds holding: 227301 (+74)

14% more capital invested

Capital invested by funds: $8.86B → $10.1B (+$1.27B)

1.47% less ownership

Funds ownership: 103.11%101.64% (-1.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
301
Holders Change
+74
Holders Change %
+32.6%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
102
Increased
104
Reduced
70
Closed
27
Calls
$5.57M
Puts
$2.21M
Net Calls
+$3.36M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
276
Huntington National Bank
Ohio
$15K -$53 -1 -0.4%
PMFA
277
Plante Moran Financial Advisors
Michigan
$15K
Group One Trading
278
Group One Trading
Illinois
$15K +$14.8K +279 New
LF
279
Lee Financial
Texas
$14K
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$10K +$9.31K +175 New
IWP
281
Icon Wealth Partners
Texas
$10K +$10.1K +190 New
RFC
282
Regions Financial Corp
Alabama
$9K +$9.05K +170 New
SIM
283
Sonora Investment Management
Arizona
$8.79K +$5.32K +100 +167%
IA
284
IFP Advisors
Florida
$8K -$29.6K -557 -78%
FQ
285
First Quadrant
California
$7K -$3.23M -60,676 -100%
CCM
286
Covington Capital Management
California
$7K +$6.49K +122 New
PWM
287
Perigon Wealth Management
California
$5K
EARNEST Partners
288
EARNEST Partners
Georgia
$5K +$5.27K +99 New
WAP
289
Wealthcare Advisory Partners
Pennsylvania
$5K +$5.32K +100 New
CCA
290
Catalyst Capital Advisors
New York
$4K
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.01K +19 +37%
CFA
292
Carroll Financial Associates
North Carolina
$4K +$4.15K +78 New
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.21K +79 New
SFSIG
294
San Francisco Sentry Investment Group
California
$3K
QI
295
QS Investors
New York
$2K
First Manhattan
296
First Manhattan
New York
$2K +$2.66K +50 New
TWA
297
TCI Wealth Advisors
Arizona
$1K
GWS
298
Glassman Wealth Services
Virginia
$1K +$639 +12 New
IWM
299
IHT Wealth Management
Illinois
$1K +$1.06K +20 New
AWE
300
Avidian Wealth Enterprises
Texas
$309 +$300K +5,627 New

TRU Hedge Fund Activity: Q4 2017 in Review

301 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2017, worth a combined $10.1B — up 14% from $8.86B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new TRU positions and 27 closed out — a net gain of 75 holders — while 104 added to existing stakes and 70 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $135M. The largest seller was Goldman Sachs, cutting an estimated $197M.

  • 301 institutional investors held TransUnion (TRU) as of Q4 2017, up from 227 in Q3 2017.
  • Funds reported $10.1B of TransUnion stock for Q4 2017, up 14% quarter-over-quarter.
  • 102 funds opened new TransUnion positions in Q4 2017 and 27 closed out, a net change of +75 holders.
  • The largest TransUnion buyer in Q4 2017 was Principal Financial Group, an estimated $135M added.
  • The largest TransUnion seller in Q4 2017 was Goldman Sachs, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2017.