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TransUnion

319 hedge funds and large institutions have $10.5B invested in TransUnion in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 63

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

6% more funds holding

Funds holding: 301319 (+18)

3% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$317M)

1.48% less ownership

Funds ownership: 101.64%100.16% (-1.5%)

70% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $7.52M

Holders
319
Holders Change
+18
Holders Change %
+5.98%
% of All Funds
7.31%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
55
Increased
168
Reduced
63
Closed
35
Calls
$2.27M
Puts
$7.52M
Net Calls
-$5.24M
Net Calls Change
-$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
276
West Oak Capital
California
$96.5K -$17.3K -300 -15%
AG
277
Advisor Group
Arizona
$85K +$8.65K +150 +11%
IIC
278
Integrated Investment Consultants
Michigan
$84K +$85.5K +1,482 New
MFW
279
Mosaic Family Wealth
Missouri
$83K -$27.7K -480 -25%
AIL
280
AGF Investments LLC
Ontario, Canada
$79K +$7.56K +131 +12%
National Pension Service
281
National Pension Service
South Korea
$79K +$80.1K +1,388 New
FAM
282
Fred Alger Management
New York
$73K +$33.2K +576 +81%
FPFS
283
First Personal Financial Services
North Carolina
$50K -$34.5K -598 -40%
IDBONY
284
Israel Discount Bank of New York
New York
$50K
PHK
285
Point72 Hong Kong
Hong Kong
$43K +$43.8K +759 New
OWA
286
One Wealth Advisors
California
$39K -$2.71K -47 -6%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$34K +$9.17K +159 +36%
BWA
288
BDO Wealth Advisors
Florida
$34K +$34.6K +600 New
RWA
289
Ropes Wealth Advisors
Massachusetts
$28K
LF
290
Lee Financial
Texas
$28K +$14.4K +250 +100%
FHA
291
First Horizon Advisors
Tennessee
$24K -$4.44K -77 -16%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$24K +$1.61K +28 +7%
GEA
293
Glen Eagle Advisors
New Jersey
$21K
TL
294
TrueWealth LLC
Georgia
$21K -$10.7K -186 -33%
PCP
295
Proficio Capital Partners
Massachusetts
$21K +$635 +11 +3%
PCG
296
Private Capital Group
Connecticut
$20K +$20.7K +358 New
HNB
297
Huntington National Bank
Ohio
$16K
PMFA
298
Plante Moran Financial Advisors
Michigan
$16K
RFC
299
Regions Financial Corp
Alabama
$12K +$3K +52 +31%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$10K