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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
DP
326
Dundas Partners
United Kingdom
$196K
PI
327
PineBridge Investments
New York
$190K +$1.31K +19 +0.8%
SWM
328
Spire Wealth Management
Virginia
$187K -$4.98K -72 -3%
CT
329
Caldwell Trust
Florida
$157K
S
330
SignatureFD
Georgia
$143K +$2.01K +29 +2%
AIG
331
American International Group
New York
$135K -$61.9K -895 -34%
VSQM
332
V-Square Quantitative Management
Illinois
$129K +$114K +1,646 New
BLC
333
Brown, Lisle/Cummings
Rhode Island
$112K -$34.6K -500 -26%
UM
334
UniSuper Management
Australia
$110K +$96.9K +1,400 New
NIMI
335
Natixis Investment Managers International
France
$99K -$5.4K -78 -6%
CA
336
Clearstead Advisors
Ohio
$94.4K +$30.1K +435 +56%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$85K +$16.4K +237 +28%
SAG
338
Spotlight Asset Group
Illinois
$78.3K +$69.2K +1,000 New
PCM
339
Penserra Capital Management
California
$74K -$2.49K -36 -4%
EBA
340
Eagle Bay Advisors
New York
$69.8K
AA
341
Alta Advisers
United Kingdom
$62.7K
T
342
TOBAM
France
$62K +$54.9K +793 New
QCG
343
Quadrant Capital Group
Ohio
$59.6K -$415 -6 -0.8%
PA
344
Parallel Advisors
California
$59.4K +$1.87K +27 +4%
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$55.8K
AssetMark Inc
346
AssetMark Inc
California
$53.3K +$20.4K +295 +77%
CFO
347
CVA Family Office
Colorado
$49K +$6.57K +95 +18%
EWA
348
EverSource Wealth Advisors
Alabama
$44.2K -$6.99K -101 -15%
CCA
349
Column Capital Advisors
Indiana
$43.5K
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$42K +$1.87K +27 +5%

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.