We are live on ! Find out more
TRU icon

TransUnion

392 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $28.2M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.07B)

0.14% more ownership

Funds ownership: 97.36%97.5% (+0.14%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 398392 (-6)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
392
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
49
Increased
152
Reduced
135
Closed
51
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
301
BI Asset Management Fondsmaeglerselskab
Denmark
$153K +$5.89K +90 +4%
PI
302
PineBridge Investments
New York
$149K
CT
303
Caldwell Trust
Florida
$124K
BLC
304
Brown, Lisle/Cummings
Rhode Island
$120K -$32.7K -500 -21%
O
305
Ossiam
France
$119K -$7.07K -108 -5%
S
306
SignatureFD
Georgia
$111K +$39.6K +605 +51%
CCM
307
Chilton Capital Management
Texas
$98.8K +$104K +1,590 New
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$92.3K +$42.1K +643 +76%
NIMI
309
Natixis Investment Managers International
France
$83.4K -$52.4K -800 -37%
PCM
310
Penserra Capital Management
California
$61K
EBA
311
Eagle Bay Advisors
New York
$55.4K +$58.3K +891 New
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$52K -$4.91K -75 -8%
AA
313
Alta Advisers
United Kingdom
$49.7K
CA
314
Clearstead Advisors
Ohio
$47.8K +$42.8K +654 +564%
QCG
315
Quadrant Capital Group
Ohio
$47.7K +$5.83K +89 +13%
PA
316
Parallel Advisors
California
$45.5K +$6.15K +94 +15%
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$44.2K -$654 -10 -1%
EWA
318
EverSource Wealth Advisors
Alabama
$41.3K +$524 +8 +1%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$36.6K +$29.8K +455 +340%
TRCT
320
Tower Research Capital (TRC)
New York
$35K -$675K -10,318 -95%
CCA
321
Column Capital Advisors
Indiana
$34.5K +$36.3K +555 New
BTI
322
Blue Trust Inc
Georgia
$34K +$21.9K +335 +126%
CFO
323
CVA Family Office
Colorado
$32.9K +$12.8K +195 +58%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$32K -$1.83K -28 -5%
FHA
325
First Horizon Advisors
Tennessee
$29.5K +$19.4K +296 +166%

TRU Hedge Fund Activity: Q1 2023 in Review

392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2023, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TRU and 49 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 152 added.

The largest buyer was Janus Henderson Group, adding an estimated $135M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 392 institutional investors held TransUnion (TRU) as of Q1 2023, down from 398 in Q4 2022.
  • Funds reported $11.7B of TransUnion stock for Q1 2023, up 10% quarter-over-quarter.
  • 49 funds opened new TransUnion positions in Q1 2023 and 51 closed out, a net change of -2 holders.
  • The largest TransUnion buyer in Q1 2023 was Janus Henderson Group, an estimated $135M added.
  • The largest TransUnion seller in Q1 2023 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.