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TransUnion

435 hedge funds and large institutions have $16.7B invested in TransUnion in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $7.97M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0.69% less ownership

Funds ownership: 98.35%97.66% (-0.69%)

5% less funds holding

Funds holding: 457435 (-22)

10% less capital invested

Capital invested by funds: $18.6B → $16.7B (-$1.89B)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

Holders
435
Holders Change
-22
Holders Change %
-4.81%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
58
Increased
161
Reduced
154
Closed
76
Calls
$22.4M
Puts
$7.97M
Net Calls
+$14.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
351
Arete Wealth Advisors
Illinois
$201K +$201K +2,228 New
SO
352
STRS Ohio
Ohio
$193K
EI
353
Ellevest Inc
New York
$172K +$9.65K +107 +6%
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$166K +$89.8K +995 +117%
PAM
355
Panagora Asset Management
Massachusetts
$165K -$46.5M -515,926 -100%
SFS
356
Sowell Financial Services
Arkansas
$148K +$115K +1,276 +989%
COCM
357
Charter Oak Capital Management
New Hampshire
$135K
BFEC
358
Benjamin F. Edwards & Company
Missouri
$129K +$16.3K +181 +14%
IA
359
IFP Advisors
Florida
$123K +$1.53K +17 +1%
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$119K +$55.6K +616 +88%
FQ
361
First Quadrant
California
$99K
APA
362
American Portfolios Advisors
New York
$96.1K +$1.53K +17 +2%
WOC
363
West Oak Capital
California
$77K
FC
364
FORA Capital
Florida
$76K +$76.2K +845 New
S
365
SignatureFD
Georgia
$75K -$7.31K -81 -9%
CTC
366
Central Trust Company
Missouri
$72K
NO
367
Ninety One
South Africa
$70K
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.5K -$246K -2,723 -79%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$59K
LS
370
Leelyn Smith
Illinois
$58K
GWM
371
Geneos Wealth Management
Colorado
$54K +$47.1K +522 New
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$53K +$6.77K +75 +14%
ACM
373
Allred Capital Management
Texas
$51K +$51.1K +567 New
PCM
374
Penserra Capital Management
California
$50K +$12.3K +136 +31%
WT
375
Whittier Trust
California
$49K +$10.5K +116 +27%