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TransUnion
TRU

Overview Fund Activity

395 hedge funds and large institutions have $10.6B invested in TransUnion in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 144 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-26
Holders Change %
-6.18%
% of All Funds
6.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
64
Increased
149
Reduced
144
Closed
80
Calls
$15.7M
Puts
$14.8M
Net Calls
+$953K
Net Calls Change
-$4.64M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$157M
2
Bessemer Group
Bessemer Group
New Jersey
$99.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$719M
4
Millennium Management
Millennium Management
New York
$125M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.31B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.9M
2
Marshall Wace
Marshall Wace
United Kingdom
$76.3M
3
Amundi
Amundi
France
$103M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$0
5
Select Equity Group
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
351
Stephens Consulting
Michigan
$5.51K – – –
BIA
352
Bell Investment Advisors
California
$5.51K +$3.52K +62 +177%
BCWM
353
Bartlett & Co Wealth Management
Ohio
$5.11K -$1.42K -25 -22%
PTC
354
Private Trust Company
Ohio
$5K -$6.88K -110 -58%
BC
355
Bartlett & Co
Ohio
$5K -$1.39K -25 -22%
GWS
356
Glassman Wealth Services
Virginia
$4.94K +$2.04K +36 +71%
ZIG
357
Zullo Investment Group
Pennsylvania
$4.88K – – –
HCP
358
Hexagon Capital Partners
Arkansas
$4.6K +$4.6K +81 New
WT
359
Whittier Trust
California
$4.6K -$27.7K -489 -86%
UCB
360
United Community Bank
South Carolina
$4.54K – – –
WOC
361
West Oak Capital
California
$4K -$40K -750 -91%
AAP
362
Arax Advisory Partners
Colorado
$3.92K +$3.41K +60 +667%
JWA
363
JFS Wealth Advisors
Pennsylvania
$3.86K +$3.8K +67 +6,700%
AWM
364
Atticus Wealth Management
Florida
$3.46K – – –
BAM
365
Belpointe Asset Management
Nevada
$3.18K +$3.18K +56 New
BC
366
Barrett & Company
Rhode Island
$2.84K – – –
BWA
367
BDO Wealth Advisors
Florida
$2.73K – – –
GWSA
368
Global Wealth Strategies & Associates
Colorado
$2.21K +$2.21K +39 New
SC
369
Schubert & Co
Texas
$2.04K +$1.59K +28 +350%
CAL
370
Capital Advisors Ltd
Ohio
$2K -$429 -6 -18%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$2K +$2K +34 New
RTL
372
Red Tortoise LLC
Georgia
$1.82K +$1.82K +32 New
CA
373
Crewe Advisors
Utah
$1.48K -$4.03K -71 -73%
ZB
374
Zions Bancorporation
Utah
$1.42K +$1.42K +25 New
TWA
375
TCI Wealth Advisors
Arizona
$1.31K -$57 -1 -4%
13 14
15
16 17