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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
CCA
301
Catalyst Capital Advisors
New York
$9K +$4.04K +70 +88%
PCM
302
Prelude Capital Management
New York
$8K -$98.1K -1,700 -92%
IA
303
IFP Advisors
Florida
$8K
CCM
304
Covington Capital Management
California
$7K
MFBTD
305
MB Financial Bank - Trust Department
Illinois
$7K +$6.87K +119 New
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.81K +$6.92K +120 New
EARNEST Partners
307
EARNEST Partners
Georgia
$6K
PWM
308
Perigon Wealth Management
California
$6K
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$5K +$692 +12 +17%
CFA
310
Carroll Financial Associates
North Carolina
$5K +$865 +15 +19%
VFA
311
Valeo Financial Advisors
Indiana
$4K -$115K -1,988 -96%
SFSIG
312
San Francisco Sentry Investment Group
California
$3K
QI
313
QS Investors
New York
$2K
APP
314
Avantax Planning Partners
Iowa
$2K +$2.08K +36 New
IWM
315
IHT Wealth Management
Illinois
$1K
TWA
316
TCI Wealth Advisors
Arizona
$1K
ML
317
McAdam LLC
Pennsylvania
$1K +$1.5K +26 New
Nomura Holdings
318
Nomura Holdings
Japan
$717 +$729K +12,636 New
Goldman Sachs
319
Goldman Sachs
New York
-$1.09B -19,855,632 Closed
IFP
320
Independent Franchise Partners
United Kingdom
-$106M -1,926,723 Closed
BRC
321
Blue Ridge Capital
New York
-$80.2M -1,460,000 Closed
PCM
322
Penserra Capital Management
California
-$8.28M -150,719 Closed
BIM
323
Bogle Investment Management
Massachusetts
-$5.32M -96,775 Closed
SCM
324
Stevens Capital Management
Pennsylvania
-$2.33M -42,478 Closed
TF
325
TIAA FSB
Florida
-$2.16M -39,352 Closed