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TransUnion

468 hedge funds and large institutions have $14.3B invested in TransUnion in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 187 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

133% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $20.7M

27% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 147

8% more funds holding

Funds holding: 432468 (+36)

2.58% less ownership

Funds ownership: 102.31%99.73% (-2.6%)

9% less capital invested

Capital invested by funds: $15.8B → $14.3B (-$1.46B)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
468
Holders Change
+36
Holders Change %
+8.33%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
72
Increased
187
Reduced
147
Closed
29
Calls
$48.3M
Puts
$20.7M
Net Calls
+$27.6M
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
351
Quantbot Technologies
New York
$217K +$218K +2,922 New
DWT
352
Dorsey & Whitney Trust
South Dakota
$212K -$16K -215 -7%
OWA
353
One Wealth Advisors
California
$210K +$185K +2,480 New
PI
354
PineBridge Investments
New York
$208K
MPCG
355
Matrix Private Capital Group
New York
$206K
MGP
356
Metis Global Partners
California
$206K -$5K -67 -2%
VSQM
357
V-Square Quantitative Management
Illinois
$205K +$12.3K +165 +6%
HWAM
358
Hennion & Walsh Asset Management
New Jersey
$204K -$224K -2,998 -52%
MYAM
359
Meiji Yasuda Asset Management
Japan
$203K
ANTB
360
AMG National Trust Bank
Colorado
$202K +$203K +2,725 New
WFA
361
Wellspring Financial Advisors
Ohio
$201K
NC
362
nVerses Capital
Florida
$200K +$201K +2,700 New
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$193K +$20.4K +274 +12%
WBC
364
Westpac Banking Corp
Australia
$191K +$155K +2,074 +410%
LFG
365
Larson Financial Group
Missouri
$184K +$149K +1,997 +411%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$174K +$49.8K +667 +40%
A
367
AlphaQuest
New York
$163K +$101K +1,358 +161%
Mirae Asset Global ETFs Holdings
368
Mirae Asset Global ETFs Holdings
Hong Kong
$160K +$161K +2,155 New
CT
369
Caldwell Trust
Florida
$148K
AssetMark Inc
370
AssetMark Inc
California
$140K +$41.3K +554 +42%
SWM
371
Spire Wealth Management
Virginia
$136K -$12.1K -162 -8%
CF
372
Corebridge Financial
Texas
$121K +$121K +1,626 New
SAG
373
Spotlight Asset Group
Illinois
$111K
OWA
374
Opal Wealth Advisors
New York
$109K +$9.18K +123 +9%
TRCT
375
Tower Research Capital (TRC)
New York
$106K -$369K -4,949 -78%

TRU Hedge Fund Activity: Q2 2024 in Review

468 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2024, worth a combined $14.3B — down 9.2% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TRU positions and 29 closed out — a net gain of 43 holders — while 187 added to existing stakes and 147 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $297M. The largest seller was T. Rowe Price Associates, cutting an estimated $390M.

  • 468 institutional investors held TransUnion (TRU) as of Q2 2024, up from 432 in Q1 2024.
  • Funds reported $14.3B of TransUnion stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 72 funds opened new TransUnion positions in Q2 2024 and 29 closed out, a net change of +43 holders.
  • The largest TransUnion buyer in Q2 2024 was Massachusetts Financial Services, an estimated $297M added.
  • The largest TransUnion seller in Q2 2024 was T. Rowe Price Associates, an estimated $390M sold.

Based on aggregated 13F filings for Q2 2024.