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TransUnion

424 hedge funds and large institutions have $11.1B invested in TransUnion in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 164 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $9.69M

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 429424 (-5)

1.7% less ownership

Funds ownership: 98%96.3% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 164

27% less capital invested

Capital invested by funds: $15.1B → $11.1B (-$4.04B)

Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
7.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
136
Reduced
164
Closed
65
Calls
$15.3M
Puts
$9.69M
Net Calls
+$5.59M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
BOK Financial
Oklahoma
$272K -$70.6K -918 -17%
TMAM
302
Tokio Marine Asset Management
Japan
$272K +$102K +1,331 +41%
RWM
303
Ritholtz Wealth Management
New York
$272K +$352K +4,573 New
HighTower Advisors
304
HighTower Advisors
Illinois
$271K -$64.3K -836 -15%
RWB
305
RMR Wealth Builders
New Jersey
$270K +$122K +1,593 +54%
ZCA
306
Zeke Capital Advisors
Pennsylvania
$260K
GCP
307
GSA Capital Partners
United Kingdom
$260K +$336K +4,363 New
ECM
308
Element Capital Management
New York
$256K
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$249K +$3.31K +43 +1%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$244K -$460K -5,979 -59%
BFM
311
Boothbay Fund Management
New York
$240K +$310K +4,029 New
Mariner
312
Mariner
Kansas
$236K +$305K +3,966 New
PP
313
Prudential plc
United Kingdom
$234K +$29.6K +385 +11%
FL
314
Fort LP
Maryland
$231K -$303K -3,946 -50%
NYLIM
315
New York Life Investment Management
New York
$223K -$10.8K -140 -4%
RIM
316
Redpoint Investment Management
Australia
$222K -$57.2K -744 -17%
BMSSC
317
B. Metzler seel. Sohn & Co
Germany
$222K
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$220K -$53.9K -701 -16%
JG
319
Jefferies Group
New York
$217K +$281K +3,650 New
GT
320
Glenview Trust
Kentucky
$214K
Cerity Partners
321
Cerity Partners
New York
$210K -$407K -5,294 -60%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$210K -$5.84K -76 -2%
Lido Advisors
323
Lido Advisors
California
$210K +$77 +1 +0%
MPCG
324
Matrix Private Capital Group
New York
$209K
DP
325
Dundas Partners
United Kingdom
$208K

TRU Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2022, worth a combined $11.1B — down 27% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of TRU and 64 opened new positions — a net loss of 1 holder — while 164 trimmed existing stakes and 136 added.

The largest buyer was Independent Franchise Partners, adding an estimated $96.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.5B.

  • 424 institutional investors held TransUnion (TRU) as of Q3 2022, down from 429 in Q2 2022.
  • Funds reported $11.1B of TransUnion stock for Q3 2022, down 27% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q3 2022 and 65 closed out, a net change of -1 holder.
  • The largest TransUnion buyer in Q3 2022 was Independent Franchise Partners, an estimated $96.4M added.
  • The largest TransUnion seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2022.