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TransUnion

435 hedge funds and large institutions have $16.7B invested in TransUnion in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $7.97M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0.69% less ownership

Funds ownership: 98.35%97.66% (-0.69%)

5% less funds holding

Funds holding: 457435 (-22)

10% less capital invested

Capital invested by funds: $18.6B → $16.7B (-$1.89B)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

Holders
435
Holders Change
-22
Holders Change %
-4.81%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
58
Increased
161
Reduced
154
Closed
76
Calls
$22.4M
Puts
$7.97M
Net Calls
+$14.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
326
Fosun International
China
$278K
GF
327
Gabelli Funds
New York
$270K
RWB
328
RMR Wealth Builders
New Jersey
$265K
DA
329
Duality Advisers
Florida
$263K -$1.72M -19,118 -87%
LS
330
Livforsakringsbolaget Skandia
Sweden
$261K
IA
331
IndexIQ Advisors
New York
$261K +$27.3K +303 +12%
SWM
332
Spire Wealth Management
Virginia
$259K +$259K +2,867 New
CT
333
Caldwell Trust
Florida
$259K
BFM
334
Boothbay Fund Management
New York
$254K -$1.84M -20,373 -88%
KPCM
335
Kings Point Capital Management
New York
$239K +$135K +1,500 +130%
NIMI
336
Natixis Investment Managers International
France
$235K -$9.74K -108 -4%
OAM
337
Oppenheimer Asset Management
New York
$227K -$16.3K -181 -7%
AP
338
Americana Partners
Texas
$227K
Two Sigma Advisers
339
Two Sigma Advisers
New York
$225K +$226K +2,500 New
LFAS
340
Level Four Advisory Services
Texas
$218K
TI
341
Tidal Investments
Wisconsin
$217K +$218K +2,413 New
Group One Trading
342
Group One Trading
Illinois
$215K +$215K +2,388 New
QSS
343
Quantitative Systematic Strategies
Florida
$214K -$1.57M -17,409 -88%
VAS
344
Vestmark Advisory Solutions
Massachusetts
$213K -$8.03K -89 -4%
EVM
345
Eaton Vance Management
Massachusetts
$212K +$213K +2,356 New
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$209K +$209K +2,318 New
TWI
347
Thomas White International
Illinois
$206K
V
348
Veritable
Delaware
$204K +$205K +2,271 New
Verition Fund Management
349
Verition Fund Management
Connecticut
$203K +$11.7K +130 +6%
AC
350
Apogem Capital
New York
$202K -$43.4K -481 -18%