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TransUnion
TRU

Overview Fund Activity

415 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
6.54%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
154
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$578M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$925M
3
MG
3
Meritage Group
California
$255M
4
Victory Capital Management
4
Victory Capital Management
Texas
$208M
5
Parnassus Investments
5
Parnassus Investments
California
$161M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$566M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$82.5M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$9.58M
5
BlackRock
5
BlackRock
New York
$714M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
301
Glenview Trust
Kentucky
$248K -$67.5K -862 -21%
Vontobel Holding
302
Vontobel Holding
Switzerland
$246K +$246K +3,136 New
YCM
303
Yousif Capital Management
Michigan
$245K +$245K +3,127 New
CAM
304
Cresset Asset Management
Illinois
$244K +$244K +3,114 New
BCV
305
Banque Cantonale Vaudoise
Switzerland
$243K – – –
HT
306
Heritage Trust
Oklahoma
$243K +$243K +3,100 New
DC
307
Davenport & Co
Virginia
$242K +$242K +3,090 New
CC
308
Cipher Capital
New York
$241K +$241K +3,074 New
DWT
309
Dorsey & Whitney Trust
South Dakota
$232K +$232K +2,961 New
FFM
310
Forum Financial Management
Illinois
$232K +$232K +2,959 New
PA
311
Procyon Advisors
Connecticut
$230K +$230K +2,936 New
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$229K +$229K +2,925 New
TI
313
Tidal Investments
Wisconsin
$228K +$228K +2,905 New
IWC
314
Integrated Wealth Concepts
Massachusetts
$224K +$224K +2,858 New
E
315
Ergoteles
New York
$221K +$221K +2,824 New
MML Investors Services
316
MML Investors Services
Massachusetts
$221K +$221K +2,822 New
MPCG
317
Matrix Private Capital Group
New York
$220K +$220K +2,805 New
GC
318
Gilbert & Cook
Iowa
$217K +$217K +2,774 New
ASN
319
Advisory Services Network
Georgia
$214K -$13.4K -171 -6%
KeyBank National Association
320
KeyBank National Association
Ohio
$211K +$211K +2,688 New
RJT
321
Raymond James Trust
Florida
$203K +$203K +2,596 New
DP
322
Dundas Partners
United Kingdom
$196K – – –
PI
323
PineBridge Investments
New York
$190K +$1.49K +19 +0.8%
SWM
324
Spire Wealth Management
Virginia
$187K -$5.64K -72 -3%
S
325
SignatureFD
Georgia
$143K +$2.27K +29 +2%
11 12
13
14 15