We are live on ! Find out more
TRU icon

TransUnion

516 hedge funds and large institutions have $20.4B invested in TransUnion in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 52

100% more call options, than puts

Call options by funds: $109M | Put options by funds: $54.6M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

42% more capital invested

Capital invested by funds: $14.3B → $20.4B (+$6.04B)

26% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 156

10% more funds holding

Funds holding: 468516 (+48)

0.95% more ownership

Funds ownership: 99.73%100.67% (+0.95%)

Holders
516
Holders Change
+48
Holders Change %
+10.26%
% of All Funds
7.41%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
105
Increased
196
Reduced
156
Closed
52
Calls
$109M
Puts
$54.6M
Net Calls
+$54.8M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Procyon Advisors
Connecticut
$573K -$1.62K -18 -0.3%
Bank of Montreal
327
Bank of Montreal
Ontario, Canada
$561K +$9.47K +105 +2%
SAM
328
Shell Asset Management
Netherlands
$558K +$480K +5,328 New
SLAM
329
Swiss Life Asset Management
$556K -$102K -1,134 -18%
PTC
330
Petrus Trust Company
Texas
$553K -$112K -1,245 -19%
HWM
331
HB Wealth Management
Georgia
$551K +$19.1K +212 +4%
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$548K +$201K +2,234 +75%
LJAC
333
L.J. Altfest & Co
New York
$529K +$455K +5,048 New
RJT
334
Raymond James Trust
Florida
$524K +$171K +1,898 +61%
BHCM
335
Brevan Howard Capital Management
Jersey
$521K +$449K +4,976 New
AWM
336
Avior Wealth Management
Nebraska
$513K +$442K +4,901 New
MOACM
337
Mutual of America Capital Management
New York
$509K -$13.5K -150 -3%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$508K +$37.7K +418 +10%
UM
339
UniSuper Management
Australia
$492K
PAS
340
Park Avenue Securities
New York
$490K +$422K +4,684 New
AWS
341
Atria Wealth Solutions
New York
$479K +$412K +4,571 New
Corient Private Wealth
342
Corient Private Wealth
Florida
$478K +$411K +4,564 New
SG Americas Securities
343
SG Americas Securities
New York
$469K +$404K +4,479 New
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
$453K +$631 +7 +0.2%
EF
345
Empowered Funds
Pennsylvania
$450K -$4.51K -50 -1%
DBRC
346
D.B. Root & Company
Pennsylvania
$449K +$386K +4,284 New
CFGS
347
Concourse Financial Group Securities
Alabama
$448K +$385K +4,268 +47,422%
LC
348
Lindbrook Capital
California
$446K +$14.7K +163 +4%
VF
349
Virtu Financial
New York
$444K +$383K +4,245 New
P
350
&Partners
Tennessee
$428K +$369K +4,092 New

TRU Hedge Fund Activity: Q3 2024 in Review

516 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2024, worth a combined $20.4B — up 42% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TRU positions and 52 closed out — a net gain of 53 holders — while 196 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $309M. The largest seller was Capital International Investors, cutting an estimated $305M.

  • 516 institutional investors held TransUnion (TRU) as of Q3 2024, up from 468 in Q2 2024.
  • Funds reported $20.4B of TransUnion stock for Q3 2024, up 42% quarter-over-quarter.
  • 105 funds opened new TransUnion positions in Q3 2024 and 52 closed out, a net change of +53 holders.
  • The largest TransUnion buyer in Q3 2024 was Fidelity Investments, an estimated $309M added.
  • The largest TransUnion seller in Q3 2024 was Capital International Investors, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2024.