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TransUnion

424 hedge funds and large institutions have $11.1B invested in TransUnion in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 164 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $9.69M

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 429424 (-5)

1.7% less ownership

Funds ownership: 98%96.3% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 164

27% less capital invested

Capital invested by funds: $15.1B → $11.1B (-$4.04B)

Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
7.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
136
Reduced
164
Closed
65
Calls
$15.3M
Puts
$9.69M
Net Calls
+$5.59M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$43K +$5.61K +73 +11%
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$41K -$1.3M -16,900 -96%
AF
353
Allworth Financial
California
$41K -$9.92K -129 -16%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5K
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$36K +$1.85K +24 +4%
KFP
356
KB Financial Partners
New Jersey
$35K -$3.69K -48 -8%
WT
357
Whittier Trust
California
$34K -$6.92K -90 -14%
PA
358
Parallel Advisors
California
$33K -$16.5K -215 -28%
SIM
359
Sentry Investment Management
Wisconsin
$33K +$42.4K +551 New
GRP
360
Global Retirement Partners
California
$28K -$1.31K -17 -3%
DGAM
361
Desjardins Global Asset Management
Quebec, Canada
$28K
JGIA
362
Jackson Grant Investment Advisers
Connecticut
$27K
SPIA
363
Steward Partners Investment Advisory
New York
$23K +$154 +2 +0.5%
AssetMark Inc
364
AssetMark Inc
California
$23K +$2.54K +33 +9%
BTI
365
Blue Trust Inc
Georgia
$21K -$384 -5 -2%
FAM
366
Fred Alger Management
New York
$21K
QCG
367
Quadrant Capital Group
Ohio
$20K -$20.1K -261 -43%
LS
368
Livforsakringsbolaget Skandia
Sweden
$18K -$61.5K -800 -73%
VNA
369
Valley National Advisers
Pennsylvania
$18K
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$17K +$11K +143 +105%
PB
371
Pinnacle Bancorp
Nebraska
$15K +$8.3K +108 +73%
Lazard Asset Management
372
Lazard Asset Management
New York
$14K +$16.5K +214 +764%
WTA
373
Washington Trust Advisors
Massachusetts
$13K
AF
374
Advisornet Financial
Minnesota
$12K -$2.69K -35 -15%
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$11.6K +$14.7M +191,775 New

TRU Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2022, worth a combined $11.1B — down 27% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of TRU and 64 opened new positions — a net loss of 1 holder — while 164 trimmed existing stakes and 136 added.

The largest buyer was Independent Franchise Partners, adding an estimated $96.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.5B.

  • 424 institutional investors held TransUnion (TRU) as of Q3 2022, down from 429 in Q2 2022.
  • Funds reported $11.1B of TransUnion stock for Q3 2022, down 27% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q3 2022 and 65 closed out, a net change of -1 holder.
  • The largest TransUnion buyer in Q3 2022 was Independent Franchise Partners, an estimated $96.4M added.
  • The largest TransUnion seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2022.