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TransUnion

415 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
6.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
154
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
351
West Oak Capital
California
$25.5K
IA
352
IFP Advisors
Florida
$23.6K +$78 +1 +0.3%
LS
353
Livforsakringsbolaget Skandia
Sweden
$23.5K
RI
354
Ridgewood Investments
New Jersey
$22.2K
SPIA
355
Steward Partners Investment Advisory
New York
$21.9K
FFA
356
Farther Finance Advisors
California
$19.4K +$15.7K +201 +428%
Lazard Asset Management
357
Lazard Asset Management
New York
$19K +$608 +8 +3%
BTI
358
Blue Trust Inc
Georgia
$18K -$20K -316 -53%
GRP
359
Global Retirement Partners
California
$17.5K
RTC
360
Riverview Trust Company
Washington
$16.6K
CA
361
Centerpoint Advisors
Massachusetts
$16K +$16K +200 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$14.3K +$392 +5 +3%
VWM
363
Venturi Wealth Management
Texas
$12.1K
HNB
364
Huntington National Bank
Ohio
$11.7K +$5.8K +74 +97%
LFG
365
Larson Financial Group
Missouri
$11.2K
C
366
Covestor
United Kingdom
$11K +$324 +4 +3%
CTC
367
Central Trust Company
Missouri
$11K -$1.1K -14 -9%
AF
368
Advisornet Financial
Minnesota
$10K +$235 +3 +2%
AAP
369
Arax Advisory Partners
Colorado
$9.01K +$235 +3 +3%
PTC
370
Private Trust Company
Ohio
$8.23K
EARNEST Partners
371
EARNEST Partners
Georgia
$7.76K
SC
372
Stephens Consulting
Michigan
$7.6K
BIA
373
Bell Investment Advisors
California
$6.82K -$627 -8 -8%
GWS
374
Glassman Wealth Services
Virginia
$6.58K +$627 +8 +11%
JWA
375
JFS Wealth Advisors
Pennsylvania
$6.5K