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TransUnion

344 hedge funds and large institutions have $12.9B invested in TransUnion in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 157 increasing their positions, 89 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 89

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

46% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 39

21% more capital invested

Capital invested by funds: $10.7B → $12.9B (+$2.21B)

5% more funds holding

Funds holding: 328344 (+16)

0.5% more ownership

Funds ownership: 102.41%102.92% (+0.5%)

57% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $3.03M

Holders
344
Holders Change
+16
Holders Change %
+4.88%
% of All Funds
7.45%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.28%
New
57
Increased
157
Reduced
89
Closed
39
Calls
$1.3M
Puts
$3.03M
Net Calls
-$1.73M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
276
Catalyst Capital Advisors
New York
$108K -$583K -9,415 -85%
LS
277
Livforsakringsbolaget Skandia
Sweden
$107K
SQA
278
Simon Quick Advisors
New Jersey
$104K
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$101K +$50.4K +814 +116%
MFW
280
Mosaic Family Wealth
Missouri
$98K
RWA
281
Ropes Wealth Advisors
Massachusetts
$98K
IUHSA
282
Itau Unibanco Holding S.A.
Brazil
$94K
WOC
283
West Oak Capital
California
$90K
FHB
284
First Hawaiian Bank
Hawaii
$85K -$1.49K -24 -2%
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
$80K +$74.3K +1,200 New
DWA
286
Dougherty Wealth Advisers
Minnesota
$65K
IDBONY
287
Israel Discount Bank of New York
New York
$61K
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$59K -$6.95M -112,232 -100%
RA
289
Rational Advisors
New York
$53K -$471K -7,612 -90%
HNB
290
Huntington National Bank
Ohio
$48K +$3.28K +53 +8%
BL
291
Balentine LLC
Georgia
$34K
PCP
292
Proficio Capital Partners
Massachusetts
$27K
FPFS
293
First Personal Financial Services
North Carolina
$26K +$867 +14 +4%
TL
294
TrueWealth LLC
Georgia
$25K
GEA
295
Glen Eagle Advisors
New Jersey
$24.7K
PCG
296
Private Capital Group
Connecticut
$24K +$433 +7 +2%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K +$14.6K +235 +214%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$23K +$12.6K +203 +151%
CAM
299
Cresset Asset Management
Illinois
$23K +$20.9K +338 New
PAM
300
Panagora Asset Management
Massachusetts
$22K

TRU Hedge Fund Activity: Q1 2019 in Review

344 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2019, worth a combined $12.9B — up 21% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new TRU positions and 39 closed out — a net gain of 18 holders — while 157 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock, adding an estimated $195M. The largest seller was Fidelity Investments, cutting an estimated $240M.

  • 344 institutional investors held TransUnion (TRU) as of Q1 2019, up from 328 in Q4 2018.
  • Funds reported $12.9B of TransUnion stock for Q1 2019, up 21% quarter-over-quarter.
  • 57 funds opened new TransUnion positions in Q1 2019 and 39 closed out, a net change of +18 holders.
  • The largest TransUnion buyer in Q1 2019 was BlackRock, an estimated $195M added.
  • The largest TransUnion seller in Q1 2019 was Fidelity Investments, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2019.