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TransUnion
TRU

Overview Fund Activity

419 hedge funds and large institutions have $13.8B invested in TransUnion in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
48
Increased
157
Reduced
149
Closed
39
Calls
$31.8M
Puts
$15.5M
Net Calls
+$16.3M
Net Calls Change
-$4.23M

Top Buyers

1
BI
BlueSpruce Investments
Illinois
$594M
2
Bessemer Group
Bessemer Group
New Jersey
$288M
3
Morgan Stanley
Morgan Stanley
New York
$353M
4
Citadel Advisors
Citadel Advisors
Florida
$168M
5
Amundi
Amundi
France
$114M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$949M
2
Principal Financial Group
Principal Financial Group
Iowa
$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$436M
4
Millennium Management
Millennium Management
New York
$31.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
326
Dorsey & Whitney Trust
South Dakota
$214K +$1.22K +17 +0.6%
NYLIM
327
New York Life Investment Management
New York
$213K -$27.6K -385 -11%
FFM
328
Forum Financial Management
Illinois
$212K – – –
DC
329
Davenport & Co
Virginia
$212K -$9.62K -134 -4%
OAM
330
Ostrum Asset Management
France
$209K -$215K -2,998 -51%
KIA
331
KLR Investment Advisors
Rhode Island
$208K -$6.09K -98 -3%
IWC
332
Integrated Wealth Concepts
Massachusetts
$205K – – –
DP
333
Dundas Partners
United Kingdom
$203K +$23K +319 +13%
AIM
334
Aigen Investment Management
New York
$203K +$203K +2,822 New
JF
335
Jump Financial
Illinois
$202K +$202K +2,807 New
MPCG
336
Matrix Private Capital Group
New York
$201K -$359 -5 -0.2%
EF
337
Empowered Funds
Pennsylvania
$201K +$201K +2,794 New
SWM
338
Spire Wealth Management
Virginia
$164K -$7.25K -101 -4%
CWP
339
Concord Wealth Partners
Virginia
$154K +$153K +2,129 +9,257%
S
340
SignatureFD
Georgia
$140K +$8.9K +124 +7%
Point72 Asset Management
341
Point72 Asset Management
Connecticut
$135K +$135K +1,879 New
EBA
342
Eagle Bay Advisors
New York
$128K +$64K +891 +100%
VSQM
343
V-Square Quantitative Management
Illinois
$126K +$7.83K +109 +7%
NS
344
NBC Securities
Alabama
$120K +$120K +1,675 New
AIG
345
American International Group
New York
$117K -$6.61K -92 -5%
CA
346
Clearstead Advisors
Ohio
$114K +$27.6K +385 +32%
BLC
347
Brown, Lisle/Cummings
Rhode Island
$102K – – –
UM
348
UniSuper Management
Australia
$101K – – –
DGAM
349
Desjardins Global Asset Management
Quebec, Canada
$88.7K +$88.7K +1,236 New
NIMI
350
Natixis Investment Managers International
France
$85.2K -$5.53K -77 -6%
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