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TransUnion

398 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, 146 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.06% more ownership

Funds ownership: 96.3%97.36% (+1.1%)

6% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $14.8M

2% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $11.1B → $10.6B (-$424M)

6% less funds holding

Funds holding: 424398 (-26)

20% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 80

Holders
398
Holders Change
-26
Holders Change %
-6.13%
% of All Funds
6.4%
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
146
Closed
80
Calls
$15.7M
Puts
$14.8M
Net Calls
+$953K
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
351
Heritage Wealth Management (Arizona)
Arizona
$6.58K +$3.4K +58 +100%
AF
352
Advisornet Financial
Minnesota
$5.73K -$5.8K -99 -50%
EARNEST Partners
353
EARNEST Partners
Georgia
$5.62K
SC
354
Stephens Consulting
Michigan
$5.5K
BIA
355
Bell Investment Advisors
California
$5.5K +$3.63K +62 +177%
BCWM
356
Bartlett & Co Wealth Management
Ohio
$5.11K -$1.47K -25 -22%
PTC
357
Private Trust Company
Ohio
$5K -$6.45K -110 -58%
BC
358
Bartlett & Co
Ohio
$5K -$1.47K -25 -22%
GWS
359
Glassman Wealth Services
Virginia
$4.94K +$2.11K +36 +71%
ZIG
360
Zullo Investment Group
Pennsylvania
$4.88K
HCP
361
Hexagon Capital Partners
Arkansas
$4.6K +$4.75K +81 New
WT
362
Whittier Trust
California
$4.6K -$28.7K -489 -86%
UCB
363
United Community Bank
South Carolina
$4.54K
WOC
364
West Oak Capital
California
$4K -$44K -750 -91%
AAP
365
Arax Advisory Partners
Colorado
$3.92K +$3.52K +60 +667%
JWA
366
JFS Wealth Advisors
Pennsylvania
$3.86K +$3.93K +67 +6,700%
AWM
367
Atticus Wealth Management
Florida
$3.46K
BAM
368
Belpointe Asset Management
Nevada
$3.18K +$3.28K +56 New
BC
369
Barrett & Company
Rhode Island
$2.84K
BWA
370
BDO Wealth Advisors
Florida
$2.73K
GWSA
371
Global Wealth Strategies & Associates
Colorado
$2.21K +$2.29K +39 New
SC
372
Schubert & Co
Texas
$2.04K +$1.64K +28 +350%
CAL
373
Capital Advisors Ltd
Ohio
$2K -$352 -6 -18%
Jones Financial Companies
374
Jones Financial Companies
Missouri
$2K +$1.99K +34 New
RTL
375
Red Tortoise LLC
Georgia
$1.82K +$1.88K +32 New

TRU Hedge Fund Activity: Q4 2022 in Review

398 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2022, worth a combined $10.6B — down 3.8% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of TRU and 64 opened new positions — a net loss of 16 holders — while 146 trimmed existing stakes and 149 added.

The largest buyer was Citadel Advisors, adding an estimated $116M. The largest seller was Royal Bank of Canada, cutting an estimated $92.1M.

  • 398 institutional investors held TransUnion (TRU) as of Q4 2022, down from 424 in Q3 2022.
  • Funds reported $10.6B of TransUnion stock for Q4 2022, down 3.8% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q4 2022 and 80 closed out, a net change of -16 holders.
  • The largest TransUnion buyer in Q4 2022 was Citadel Advisors, an estimated $116M added.
  • The largest TransUnion seller in Q4 2022 was Royal Bank of Canada, an estimated $92.1M sold.

Based on aggregated 13F filings for Q4 2022.