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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
OWA
301
One Wealth Advisors
California
$21K +$19.9K +321 New
CBOA
302
Commonwealth Bank of Australia
Australia
$20K
FHA
303
First Horizon Advisors
Tennessee
$20K
FAM
304
Fred Alger Management
New York
$20K
RFC
305
Regions Financial Corp
Alabama
$20K +$1.73K +28 +10%
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$20K +$13.6K +220 +265%
RIA
307
Realta Investment Advisors
Delaware
$20K +$18.6K +300 New
ASN
308
Advisory Services Network
Georgia
$18K -$37.2K -600 -69%
APA
309
American Portfolios Advisors
New York
$17.2K +$14.7K +238 +1,190%
S
310
SignatureFD
Georgia
$17K +$1.3K +21 +9%
MIM
311
MetLife Investment Management
New Jersey
$16.8K +$62 +1 +0.4%
CFB
312
Cullen/Frost Bankers
Texas
$14K +$13K +210 New
IWP
313
Icon Wealth Partners
Texas
$11K +$10.4K +168 New
CFA
314
Carroll Financial Associates
North Carolina
$9K +$619 +10 +8%
HGWM
315
Harvest Group Wealth Management
Massachusetts
$9K +$8.3K +134 New
EARNEST Partners
316
EARNEST Partners
Georgia
$7K
QT
317
Quantamental Technologies
New York
$7K +$6.07K +98 New
CFGS
318
Concourse Financial Group Securities
Alabama
$6K
SSB
319
Sandy Spring Bank
Maryland
$6K +$5.26K +85 New
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$5K
KL
321
KWMG LLC
Kansas
$5K
BAMG
322
Brand Asset Management Group
Missouri
$5K +$5.08K +82 New
RCAG
323
Rehmann Capital Advisory Group
Michigan
$4.41K +$3.28K +53 +408%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$4K
SF
325
Synovus Financial
Georgia
$4K

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.