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TransUnion

398 hedge funds and large institutions have $10.6B invested in TransUnion in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 146 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.06% more ownership

Funds ownership: 96.3%97.36% (+1.1%)

6% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $14.8M

2% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $11.1B → $10.6B (-$424M)

6% less funds holding

Funds holding: 424398 (-26)

20% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 80

Holders
398
Holders Change
-26
Holders Change %
-6.13%
% of All Funds
6.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
64
Increased
149
Reduced
146
Closed
80
Calls
$15.7M
Puts
$14.8M
Net Calls
+$953K
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
326
Desjardins Global Asset Management
Quebec, Canada
$27K +$820 +14 +3%
CTC
327
Central Trust Company
Missouri
$21.8K -$19.9K -340 -47%
AssetMark Inc
328
AssetMark Inc
California
$21.1K -$1.29K -22 -6%
SPIA
329
Steward Partners Investment Advisory
New York
$20.1K -$1.47K -25 -7%
FAM
330
Fred Alger Management
New York
$19.8K
EC
331
Elequin Capital
New York
$19.1K +$19.7K +336 New
CFO
332
CVA Family Office
Colorado
$19K +$11.4K +195 +139%
QL
333
Quarry LP
New York
$18K +$18.6K +317 New
LS
334
Livforsakringsbolaget Skandia
Sweden
$17K
AF
335
Allworth Financial
California
$16.7K -$22.8K -389 -57%
BTI
336
Blue Trust Inc
Georgia
$16K +$293 +5 +2%
CS
337
Comerica Securities
Michigan
$15.8K +$16.3K +279 New
Lazard Asset Management
338
Lazard Asset Management
New York
$13K
LS
339
Leelyn Smith
Illinois
$12.8K +$10.3K +175 +350%
CFGS
340
Concourse Financial Group Securities
Alabama
$12K -$660K -11,266 -98%
RTC
341
Riverview Trust Company
Washington
$12K +$12.4K +212 New
DFCM
342
Dark Forest Capital Management
Puerto Rico
$10.2K +$10.5K +180 New
FHA
343
First Horizon Advisors
Tennessee
$10.1K
PFBT
344
Parkside Financial Bank & Trust
Missouri
$8.97K +$2.81K +48 +44%
LFG
345
Larson Financial Group
Missouri
$8.12K
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$8.06K -$8.03K -137 -49%
C
347
Covestor
United Kingdom
$8K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.85K +134 New
AWM
349
Accurate Wealth Management
Florida
$7.69K +$7.03K +120 New
CA
350
Clearstead Advisors
Ohio
$6.58K

TRU Hedge Fund Activity: Q4 2022 in Review

398 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2022, worth a combined $10.6B — down 3.8% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of TRU and 64 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 149 added.

The largest buyer was Citadel Advisors, adding an estimated $116M. The largest seller was Royal Bank of Canada, cutting an estimated $92.1M.

  • 398 institutional investors held TransUnion (TRU) as of Q4 2022, down from 424 in Q3 2022.
  • Funds reported $10.6B of TransUnion stock for Q4 2022, down 3.8% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q4 2022 and 80 closed out, a net change of -16 holders.
  • The largest TransUnion buyer in Q4 2022 was Citadel Advisors, an estimated $116M added.
  • The largest TransUnion seller in Q4 2022 was Royal Bank of Canada, an estimated $92.1M sold.

Based on aggregated 13F filings for Q4 2022.