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TransUnion

388 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-7
Holders Change %
-1.77%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
47
Increased
151
Reduced
135
Closed
50
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
326
Fred Alger Management
New York
$21.7K
IA
327
IFP Advisors
Florida
$20.7K -$351K -5,076 -94%
WOC
328
West Oak Capital
California
$20.2K +$15.5K +250 +333%
LS
329
Livforsakringsbolaget Skandia
Sweden
$18.6K
RI
330
Ridgewood Investments
New Jersey
$17.6K +$17.6K +284 New
SPIA
331
Steward Partners Investment Advisory
New York
$17.4K -$4.66K -75 -21%
Lazard Asset Management
332
Lazard Asset Management
New York
$15K
GRP
333
Global Retirement Partners
California
$14.7K -$19.1K -292 -57%
RTC
334
Riverview Trust Company
Washington
$13.2K
PFBT
335
Parkside Financial Bank & Trust
Missouri
$11K +$1.18K +19 +12%
VWM
336
Venturi Wealth Management
Texas
$9.63K +$9.63K +155 New
CTC
337
Central Trust Company
Missouri
$9.57K -$14.3K -230 -60%
LFG
338
Larson Financial Group
Missouri
$8.89K
C
339
Covestor
United Kingdom
$8K
AF
340
Advisornet Financial
Minnesota
$7.77K +$1.49K +24 +24%
AAP
341
Arax Advisory Partners
Colorado
$6.97K +$2.67K +43 +62%
PTC
342
Private Trust Company
Ohio
$6.53K +$1.55K +25 +31%
EARNEST Partners
343
EARNEST Partners
Georgia
$6.15K
SC
344
Stephens Consulting
Michigan
$6.03K
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$5.97K +$181 +2,921 +3%
BIA
346
Bell Investment Advisors
California
$5.9K -$124 -2 -2%
IAIM
347
International Assets Investment Management
Florida
$5.22K +$5.22K +84 New
JWA
348
JFS Wealth Advisors
Pennsylvania
$5.16K +$932 +15 +22%
HCP
349
Hexagon Capital Partners
Arkansas
$5.03K
HT
350
Headlands Technologies
Illinois
$5.03K +$5.03K +81 New