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TransUnion
TRU

Overview Fund Activity

411 hedge funds and large institutions have $14B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 163 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-8
Holders Change %
-1.91%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
68
Increased
150
Reduced
163
Closed
72
Calls
$70.3M
Puts
$24.5M
Net Calls
+$45.8M
Net Calls Change
+$29.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$663M
2
Morgan Stanley
Morgan Stanley
New York
$961M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$483M
4
MG
Meritage Group
California
$346M
5
Marshall Wace
Marshall Wace
United Kingdom
$87.2M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$530M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
5
BI
BlueSpruce Investments
Illinois
$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
Clearstead Advisors
Ohio
$33.3K -$75.9K -1,105 -69%
FHA
352
First Horizon Advisors
Tennessee
$33.2K +$618 +9 +2%
GXJ
353
Global X Japan
Japan
$32.4K +$32.4K +472 New
GI
354
GAMMA Investing
California
$29.8K +$29.8K +431 New
NA
355
NewEdge Advisors
Louisiana
$25.9K -$5.7K -83 -18%
BTI
356
Blue Trust Inc
Georgia
$25K +$3.21K +46 +15%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$22.9K -$5.29K -77 -19%
IA
358
IFP Advisors
Florida
$21K +$344 +5 +2%
LS
359
Livforsakringsbolaget Skandia
Sweden
$20.6K – – –
PS
360
Principal Securities
Iowa
$20.3K +$20.3K +295 New
T
361
Tidemark
California
$17.5K +$17.5K +254 New
WOC
362
West Oak Capital
California
$17K -$5.1K -75 -23%
Lazard Asset Management
363
Lazard Asset Management
New York
$17K – – –
CA
364
Centerpoint Advisors
Massachusetts
$14K – – –
RFG
365
RFP Financial Group
Georgia
$13.7K +$13.7K +200 New
OC
366
Oakworth Capital
Alabama
$11.5K +$11.5K +168 New
VWM
367
Venturi Wealth Management
Texas
$11.1K +$412 +6 +4%
C
368
Covestor
United Kingdom
$10K +$280 +4 +3%
PTC
369
Private Trust Company
Ohio
$9.96K +$687 +10 +7%
LFG
370
Larson Financial Group
Missouri
$9.89K +$69 +1 +0.7%
RIM
371
Rakuten Investment Management
Japan
$9.62K +$9.62K +139 New
HNB
372
Huntington National Bank
Ohio
$9.62K -$687 -10 -7%
RTL
373
Red Tortoise LLC
Georgia
$9.21K +$7.01K +102 +319%
QL
374
Quarry LP
New York
$9.14K +$9.14K +133 New
KWAG
375
Kiely Wealth Advisory Group
North Carolina
$6.87K +$6.87K +99 New
13 14
15
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