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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
APG
301
Abacus Planning Group
South Carolina
$375K
CAM
302
Concorde Asset Management
Michigan
$372K +$373K +4,138 New
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$365K -$361 -4 -0.1%
CIP
304
Chartwell Investment Partners
Pennsylvania
$362K -$30.6K -339 -8%
CCA
305
Conestoga Capital Advisors
Pennsylvania
$362K -$5.86K -65 -2%
Manulife (Manufacturers Life Insurance)
306
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351K
EI
307
Ethic Inc
New York
$351K +$44.7K +496 +15%
WCM
308
Weld Capital Management
New York
$347K -$53.4K -592 -13%
SS
309
Simplicity Solutions
Minnesota
$347K +$348K +3,861 New
GT
310
Glenview Trust
Kentucky
$344K +$345K +3,823 New
WAM
311
World Asset Management
Michigan
$342K -$23.3K -258 -7%
HighTower Advisors
312
HighTower Advisors
Illinois
$340K -$40.8K -452 -11%
BG
313
Bellevue Group
Switzerland
$333K -$126K -1,400 -27%
Mirae Asset Global Investments
314
Mirae Asset Global Investments
South Korea
$330K -$78.3K -868 -19%
Lido Advisors
315
Lido Advisors
California
$319K +$722 +8 +0.2%
DADC
316
D.A. Davidson & Co
Montana
$316K +$317K +3,509 New
MAP
317
Moody Aldrich Partners
Massachusetts
$300K +$48.2K +534 +19%
CM
318
Castleark Management
Illinois
$299K -$368K -4,080 -55%
MFS
319
Mirabella Financial Services
United Kingdom
$298K +$299K +3,314 New
YMRC
320
Yorktown Management & Research Company
Virginia
$297K
SFO
321
Standard Family Office
South Dakota
$293K -$361 -4 -0.1%
SFI
322
Susquehanna Fundamental Investments
Pennsylvania
$291K -$1.61M -17,802 -85%
HSA
323
HBK Sorce Advisory
Pennsylvania
$288K +$23.5K +260 +9%
Vontobel Holding
324
Vontobel Holding
Switzerland
$284K
BCV
325
Banque Cantonale Vaudoise
Switzerland
$279K -$99.2K -1,100 -26%

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.