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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
301
Symmetry Partners
Connecticut
$264K
NYLIM
302
New York Life Investment Management
New York
$263K -$12K -174 -5%
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$255K +$226K +3,261 New
GT
304
Glenview Trust
Kentucky
$248K -$59.6K -862 -21%
Vontobel Holding
305
Vontobel Holding
Switzerland
$246K +$217K +3,136 New
YCM
306
Yousif Capital Management
Michigan
$245K +$216K +3,127 New
CAM
307
Cresset Asset Management
Illinois
$244K +$215K +3,114 New
BCV
308
Banque Cantonale Vaudoise
Switzerland
$243K
HT
309
Heritage Trust
Oklahoma
$243K +$215K +3,100 New
DC
310
Davenport & Co
Virginia
$242K +$214K +3,090 New
CC
311
Cipher Capital
New York
$241K +$213K +3,074 New
SLAM
312
Swiss Life Asset Management
$238K +$210K +3,030 New
DWT
313
Dorsey & Whitney Trust
South Dakota
$232K +$205K +2,961 New
FFM
314
Forum Financial Management
Illinois
$232K +$205K +2,959 New
PA
315
Procyon Advisors
Connecticut
$230K +$203K +2,936 New
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
$229K +$202K +2,925 New
TI
317
Tidal Investments
Wisconsin
$228K +$201K +2,905 New
IWC
318
Integrated Wealth Concepts
Massachusetts
$224K +$198K +2,858 New
E
319
Ergoteles
New York
$221K +$195K +2,824 New
MML Investors Services
320
MML Investors Services
Massachusetts
$221K +$195K +2,822 New
MPCG
321
Matrix Private Capital Group
New York
$220K +$194K +2,805 New
GC
322
Gilbert & Cook
Iowa
$217K +$192K +2,774 New
ASN
323
Advisory Services Network
Georgia
$214K -$11.8K -171 -6%
KeyBank National Association
324
KeyBank National Association
Ohio
$211K +$186K +2,688 New
RJT
325
Raymond James Trust
Florida
$203K +$180K +2,596 New

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.