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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
276
Mutual of America Capital Management
New York
$436K +$12.2K +177 +3%
Creative Planning
277
Creative Planning
Kansas
$430K +$115K +1,659 +43%
TMAM
278
Tokio Marine Asset Management
Japan
$412K +$16.3K +235 +5%
CCIA
279
Campbell & Co Investment Adviser
Maryland
$406K +$117K +1,684 +48%
HCA
280
Harbor Capital Advisors
Illinois
$405K +$3.04K +44 +0.9%
XT
281
XTX Topco
Cayman Islands
$404K +$357K +5,160 New
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$398K +$249K +3,600 +242%
EI
283
Ellevest Inc
New York
$393K +$38.1K +551 +12%
BAMF
284
BI Asset Management Fondsmaeglerselskab
Denmark
$385K +$170K +2,455 +100%
BTWM
285
Baker Tilly Wealth Management
Wisconsin
$372K +$2.77K +40 +0.8%
VI
286
Vestcor Inc
New Brunswick, Canada
$354K -$154K -2,225 -33%
AT
287
American Trust
Kentucky
$344K +$3.53K +51 +1%
SEC
288
Seven Eight Capital
New York
$341K +$302K +4,358 New
AIMCA
289
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$337K
CIP
290
Cornerstone Investment Partners
Georgia
$336K +$296K +4,284 New
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$332K +$53.1K +768 +22%
TCM
292
Teza Capital Management
Illinois
$320K +$283K +4,090 New
ALAM
293
Asahi Life Asset Management
Japan
$312K +$275K +3,980 New
LC
294
Lindbrook Capital
California
$309K +$7.82K +113 +3%
MIM
295
MetLife Investment Management
New Jersey
$300K -$400K -5,787 -60%
WP
296
WealthSource Partners
California
$288K -$88.8K -1,284 -26%
O
297
Ossiam
France
$277K +$113K +1,632 +85%
Lido Advisors
298
Lido Advisors
California
$270K +$239K +3,447 New
KIA
299
KLR Investment Advisors
Rhode Island
$270K -$5.12K -74 -2%
CAS
300
CTC Alternative Strategies
Illinois
$266K +$235K +3,400 New

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.