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TransUnion

561 hedge funds and large institutions have $17.8B invested in TransUnion in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $29.7M

9% more funds holding

Funds holding: 516561 (+45)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 202

2.2% less ownership

Funds ownership: 100.67%98.47% (-2.2%)

13% less capital invested

Capital invested by funds: $20.4B → $17.8B (-$2.6B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
561
Holders Change
+45
Holders Change %
+8.72%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.12%
New
109
Increased
196
Reduced
202
Closed
57
Calls
$42.3M
Puts
$29.7M
Net Calls
+$12.6M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EBT
351
Enterprise Bank & Trust
Massachusetts
$593K
Acadian Asset Management
352
Acadian Asset Management
Massachusetts
$577K -$128K -1,267 -17%
RC
353
Rovin Capital
Arizona
$560K -$205K -2,027 -25%
OTL
354
Oak Thistle LLC
New York
$551K +$602K +5,940 New
RWB
355
RMR Wealth Builders
New Jersey
$547K
HH
356
Hilltop Holdings
Texas
$546K +$250K +2,471 +72%
BBL
357
Beck Bode LLC
Massachusetts
$541K -$63.3K -625 -10%
Vontobel Holding
358
Vontobel Holding
Switzerland
$529K -$88.9K -878 -13%
AC
359
Allstate Corporation
Illinois
$525K +$573K +5,658 New
O
360
Ossiam
France
$523K -$36.1K -356 -6%
AAS
361
Avantax Advisory Services
Texas
$521K -$63.3K -625 -10%
Mercer Global Advisors
362
Mercer Global Advisors
Colorado
$516K -$220K -2,172 -28%
QI
363
Qtron Investments
Massachusetts
$515K -$173K -1,711 -24%
PCA
364
Pallas Capital Advisors
Massachusetts
$510K -$107K -1,059 -16%
IMCOOI
365
Investment Management Corp of Ontario (IMCO)
Canada
$504K -$101K -1,000 -16%
FHB
366
First Hawaiian Bank
Hawaii
$500K -$73.6K -727 -12%
Bank of Montreal
367
Bank of Montreal
Ontario, Canada
$498K -$2.63K -26 -0.5%
AWM
368
Avior Wealth Management
Nebraska
$497K +$46.4K +458 +9%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$495K +$59.4K +586 +12%
HWM
370
HB Wealth Management
Georgia
$486K -$2.03K -20 -0.4%
P
371
&Partners
Tennessee
$477K +$109K +1,075 +26%
SAM
372
Shell Asset Management
Netherlands
$472K -$24.4K -241 -5%
HHGC
373
Hunting Hill Global Capital
New York
$467K +$511K +5,040 New
LJAC
374
L.J. Altfest & Co
New York
$464K -$4.25K -42 -0.8%
TCM
375
Teza Capital Management
Illinois
$461K +$504K +4,976 New

TRU Hedge Fund Activity: Q4 2024 in Review

561 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2024, worth a combined $17.8B — down 13% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new TRU positions and 57 closed out — a net gain of 52 holders — while 196 added to existing stakes and 202 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $235M. The largest seller was APG Asset Management, cutting an estimated $360M.

  • 561 institutional investors held TransUnion (TRU) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $17.8B of TransUnion stock for Q4 2024, down 13% quarter-over-quarter.
  • 109 funds opened new TransUnion positions in Q4 2024 and 57 closed out, a net change of +52 holders.
  • The largest TransUnion buyer in Q4 2024 was Wellington Management Group, an estimated $235M added.
  • The largest TransUnion seller in Q4 2024 was APG Asset Management, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2024.