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TransUnion

392 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $28.2M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.07B)

0.14% more ownership

Funds ownership: 97.36%97.5% (+0.14%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 398392 (-6)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
392
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
49
Increased
152
Reduced
135
Closed
51
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DGAM
326
Desjardins Global Asset Management
Quebec, Canada
$28K -$2.75K -42 -9%
AF
327
Allworth Financial
California
$24.1K +$6.09K +93 +32%
AssetMark Inc
328
AssetMark Inc
California
$23.9K +$916 +14 +4%
NA
329
NewEdge Advisors
Louisiana
$23.8K -$54.1K -827 -68%
FAM
330
Fred Alger Management
New York
$21.7K
IA
331
IFP Advisors
Florida
$20.7K -$332K -5,076 -94%
WOC
332
West Oak Capital
California
$20.2K +$16.4K +250 +333%
LS
333
Livforsakringsbolaget Skandia
Sweden
$18.6K
RI
334
Ridgewood Investments
New Jersey
$17.6K +$18.6K +284 New
SPIA
335
Steward Partners Investment Advisory
New York
$17.4K -$4.91K -75 -21%
Lazard Asset Management
336
Lazard Asset Management
New York
$15K
GRP
337
Global Retirement Partners
California
$14.7K -$19.1K -292 -57%
RTC
338
Riverview Trust Company
Washington
$13.2K
PFBT
339
Parkside Financial Bank & Trust
Missouri
$11K +$1.24K +19 +12%
VWM
340
Venturi Wealth Management
Texas
$9.63K +$10.1K +155 New
CTC
341
Central Trust Company
Missouri
$9.57K -$15.1K -230 -60%
LFG
342
Larson Financial Group
Missouri
$8.89K
C
343
Covestor
United Kingdom
$8K
AF
344
Advisornet Financial
Minnesota
$7.77K +$1.57K +24 +24%
AAP
345
Arax Advisory Partners
Colorado
$6.96K +$2.81K +43 +62%
PTC
346
Private Trust Company
Ohio
$6.53K +$1.64K +25 +31%
EARNEST Partners
347
EARNEST Partners
Georgia
$6.15K
SC
348
Stephens Consulting
Michigan
$6.03K
Commonwealth Equity Services
349
Commonwealth Equity Services
Massachusetts
$5.97K +$191K +2,921 +3%
BIA
350
Bell Investment Advisors
California
$5.9K -$131 -2 -2%

TRU Hedge Fund Activity: Q1 2023 in Review

392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2023, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TRU and 49 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 152 added.

The largest buyer was Janus Henderson Group, adding an estimated $135M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 392 institutional investors held TransUnion (TRU) as of Q1 2023, down from 398 in Q4 2022.
  • Funds reported $11.7B of TransUnion stock for Q1 2023, up 10% quarter-over-quarter.
  • 49 funds opened new TransUnion positions in Q1 2023 and 51 closed out, a net change of -2 holders.
  • The largest TransUnion buyer in Q1 2023 was Janus Henderson Group, an estimated $135M added.
  • The largest TransUnion seller in Q1 2023 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.