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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$41.3K -$4.29K -62 -11%
FHA
352
First Horizon Advisors
Tennessee
$37.1K
WBC
353
Westpac Banking Corp
Australia
$35.6K -$1.02M -14,802 -97%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$32.5K +$27.1K +391 +1,629%
NA
355
NewEdge Advisors
Louisiana
$30.1K
WOC
356
West Oak Capital
California
$25.5K
IA
357
IFP Advisors
Florida
$23.6K +$69 +1 +0.3%
LS
358
Livforsakringsbolaget Skandia
Sweden
$23.5K
RI
359
Ridgewood Investments
New Jersey
$22.2K
SPIA
360
Steward Partners Investment Advisory
New York
$21.9K
FFA
361
Farther Finance Advisors
California
$19.4K +$13.9K +201 +428%
Lazard Asset Management
362
Lazard Asset Management
New York
$19K +$554 +8 +3%
BTI
363
Blue Trust Inc
Georgia
$18K -$21.9K -316 -53%
GRP
364
Global Retirement Partners
California
$17.5K
RTC
365
Riverview Trust Company
Washington
$16.6K
CA
366
Centerpoint Advisors
Massachusetts
$16K +$13.8K +200 New
PFBT
367
Parkside Financial Bank & Trust
Missouri
$14.3K +$346 +5 +3%
VWM
368
Venturi Wealth Management
Texas
$12.1K
HNB
369
Huntington National Bank
Ohio
$11.7K +$5.12K +74 +97%
LFG
370
Larson Financial Group
Missouri
$11.2K
C
371
Covestor
United Kingdom
$11K +$277 +4 +3%
CTC
372
Central Trust Company
Missouri
$11K -$969 -14 -9%
AF
373
Advisornet Financial
Minnesota
$10K +$208 +3 +2%
AAP
374
Arax Advisory Partners
Colorado
$9.01K +$208 +3 +3%
PTC
375
Private Trust Company
Ohio
$8.22K

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.