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TransUnion

411 hedge funds and large institutions have $14B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 163 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-8
Holders Change %
-1.91%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
68
Increased
150
Reduced
163
Closed
72
Calls
$70.3M
Puts
$24.5M
Net Calls
+$45.8M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
276
RMR Wealth Builders
New Jersey
$407K +$1.51K +22 +0.4%
HCA
277
Harbor Capital Advisors
Illinois
$399K +$67.8K +987 +20%
KA
278
Kintegral Advisory
New York
$396K -$2.47K -36 -0.6%
OTL
279
Oak Thistle LLC
New York
$379K -$690K -10,047 -65%
PA
280
Procyon Advisors
Connecticut
$376K -$18.8K -274 -5%
CWM
281
CIBC World Markets
New York
$370K +$370K +5,385 New
OPS
282
Orion Portfolio Solutions
Nebraska
$365K -$16.5K -244 -4%
BCI
283
Brinker Capital Investments
Pennsylvania
$365K -$16.5K -244 -4%
O
284
Ossiam
France
$354K
MC
285
Montag & Caldwell
Georgia
$352K -$460K -6,694 -57%
HWM
286
HB Wealth Management
Georgia
$347K -$47.8K -696 -12%
MOACM
287
Mutual of America Capital Management
New York
$344K -$38.2K -556 -10%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$330K -$43.6K -635 -12%
MIS
289
Morningstar Investment Services
Illinois
$328K +$328K +4,739 New
EA
290
Everpar Advisors
Oklahoma
$326K +$326K +4,738 New
IMCOOI
291
Investment Management Corp of Ontario (IMCO)
Canada
$311K +$311K +4,532 New
AIMCA
292
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$295K
AWM
293
Avior Wealth Management
Nebraska
$285K -$177K -2,577 -38%
Creative Planning
294
Creative Planning
Kansas
$279K -$1.38M -20,114 -83%
LC
295
Lindbrook Capital
California
$278K +$6.25K +91 +2%
VI
296
Vestcor Inc
New Brunswick, Canada
$262K -$2.75K -40 -1%
ONB
297
Old National Bancorp
Indiana
$262K +$262K +3,809 New
BIP
298
Brandes Investment Partners
California
$260K +$260K +3,783 New
MIM
299
MetLife Investment Management
New Jersey
$258K -$4.95K -72 -2%
RJT
300
Raymond James Trust
Florida
$257K +$257K +3,742 New