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TransUnion

411 hedge funds and large institutions have $14B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 163 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-8
Holders Change %
-1.91%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
68
Increased
150
Reduced
163
Closed
72
Calls
$70.3M
Puts
$24.5M
Net Calls
+$45.8M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
301
Tidal Investments
Wisconsin
$253K +$16.8K +245 +7%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$251K -$51.5K -750 -17%
TRCT
303
Tower Research Capital (TRC)
New York
$247K -$527K -7,675 -68%
I
304
InceptionR
California
$246K -$262K -3,815 -52%
KIA
305
KLR Investment Advisors
Rhode Island
$243K +$13K +189 +6%
Lido Advisors
306
Lido Advisors
California
$238K -$25.3K -368 -10%
NYLIM
307
New York Life Investment Management
New York
$232K +$27.8K +404 +14%
YCM
308
Yousif Capital Management
Michigan
$230K +$2.75K +40 +1%
EF
309
Empowered Funds
Pennsylvania
$225K +$33.3K +485 +17%
FFM
310
Forum Financial Management
Illinois
$218K +$15.1K +220 +7%
WP
311
WealthSource Partners
California
$217K -$37.1K -540 -15%
HT
312
Heritage Trust
Oklahoma
$213K
BCV
313
Banque Cantonale Vaudoise
Switzerland
$213K
GCP
314
GSA Capital Partners
United Kingdom
$212K +$212K +3,083 New
QCM
315
Qsemble Capital Management
New York
$210K -$1.15M -16,749 -85%
IWC
316
Integrated Wealth Concepts
Massachusetts
$206K +$9.83K +143 +5%
PTC
317
Petrus Trust Company
Texas
$206K +$206K +2,997 New
MGP
318
Metis Global Partners
California
$203K -$226K -3,292 -53%
DP
319
Dundas Partners
United Kingdom
$194K
VSQM
320
V-Square Quantitative Management
Illinois
$178K +$57.9K +842 +48%
OAM
321
Ostrum Asset Management
France
$170K -$30K -436 -15%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$167K -$195K -2,842 -54%
CWP
323
Concord Wealth Partners
Virginia
$159K +$10.9K +159 +7%
SWM
324
Spire Wealth Management
Virginia
$154K -$3.86K -56 -2%
Federated Hermes
325
Federated Hermes
Pennsylvania
$134K +$134K +1,949 New