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TransUnion

435 hedge funds and large institutions have $16.7B invested in TransUnion in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $7.97M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0.69% less ownership

Funds ownership: 98.35%97.66% (-0.69%)

5% less funds holding

Funds holding: 457435 (-22)

10% less capital invested

Capital invested by funds: $18.6B → $16.7B (-$1.89B)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

Holders
435
Holders Change
-22
Holders Change %
-4.81%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
58
Increased
161
Reduced
154
Closed
76
Calls
$22.4M
Puts
$7.97M
Net Calls
+$14.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
276
Brinker Capital Investments
Pennsylvania
$623K -$635K -7,042 -50%
MML Investors Services
277
MML Investors Services
Massachusetts
$622K +$72.8K +807 +13%
KAS
278
Kestra Advisory Services
Texas
$598K +$599K +6,642 New
PCA
279
Pallas Capital Advisors
Massachusetts
$583K +$494K +5,471 New
IRF
280
IBM Retirement Fund
New York
$578K -$56.3K -624 -9%
PIA
281
Pinion Investment Advisors
Kansas
$577K +$123K +1,369 +27%
SP
282
Symmetry Partners
Connecticut
$502K
MC
283
Montag & Caldwell
Georgia
$495K +$496K +5,495 New
S
284
Seeyond
France
$481K
MOACM
285
Mutual of America Capital Management
New York
$469K +$155K +1,717 +49%
MPCG
286
Matrix Private Capital Group
New York
$463K -$8.84K -98 -2%
IMRF
287
Illinois Municipal Retirement Fund
Illinois
$462K
BF
288
BOK Financial
Oklahoma
$459K -$1.42M -15,764 -76%
HB
289
Homrich & Berg
Georgia
$444K +$38.3K +425 +9%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$441K +$85K +942 +24%
PRC
291
Pearl River Capital
Michigan
$440K -$314K -3,480 -42%
UIM
292
USS Investment Management
United Kingdom
$438K
QCM
293
Quantinno Capital Management
New York
$416K
RIM
294
Redpoint Investment Management
Australia
$403K
PAG
295
Private Advisor Group
New Jersey
$397K -$246K -2,727 -38%
KCM
296
Kennedy Capital Management
Missouri
$391K +$131K +1,451 +50%
CMO
297
Covenant Multifamily Offices
Texas
$391K +$392K +4,345 New
IC
298
Intersect Capital
California
$384K +$6.13K +68 +2%
KeyBank National Association
299
KeyBank National Association
Ohio
$383K +$5.59K +62 +1%
GAM
300
Gotham Asset Management
New York
$378K -$719K -7,969 -65%

TRU Hedge Fund Activity: Q1 2021 in Review

435 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2021, worth a combined $16.7B — down 10% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TRU and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 161 added.

The largest buyer was Wellington Management Group, adding an estimated $169M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $347M sold.

  • 435 institutional investors held TransUnion (TRU) as of Q1 2021, down from 457 in Q4 2020.
  • Funds reported $16.7B of TransUnion stock for Q1 2021, down 10% quarter-over-quarter.
  • 58 funds opened new TransUnion positions in Q1 2021 and 76 closed out, a net change of -18 holders.
  • The largest TransUnion buyer in Q1 2021 was Wellington Management Group, an estimated $169M added.
  • The largest TransUnion seller in Q1 2021 was Findlay Park Partners, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2021.