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TransUnion

424 hedge funds and large institutions have $11.1B invested in TransUnion in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 164 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $9.69M

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 429424 (-5)

1.7% less ownership

Funds ownership: 98%96.3% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 164

27% less capital invested

Capital invested by funds: $15.1B → $11.1B (-$4.04B)

Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
7.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
136
Reduced
164
Closed
65
Calls
$15.3M
Puts
$9.69M
Net Calls
+$5.59M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$11K -$1.92K -25 -12%
WFA
377
Wipfli Financial Advisors
Wisconsin
$11K +$14.8K +193 New
FHA
378
First Horizon Advisors
Tennessee
$10K
MGIM
379
M&G Investment Management
United Kingdom
$9.73K +$436K +5,664 +4%
LFG
380
Larson Financial Group
Missouri
$9K
CFO
381
CVA Family Office
Colorado
$8K -$95.7K -1,245 -90%
C
382
Covestor
United Kingdom
$8K -$923 -12 -8%
FF
383
FourThought Financial
Florida
$8K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$7K -$6.84K -89 -45%
BC
385
Bartlett & Co
Ohio
$7K
CA
386
Clearstead Advisors
Ohio
$7K
BCWM
387
Bartlett & Co Wealth Management
Ohio
$6.84K
TPCW
388
TD Private Client Wealth
New York
$6.31K -$31.5K -410 -79%
EARNEST Partners
389
EARNEST Partners
Georgia
$6K
CA
390
Crewe Advisors
Utah
$6K +$1.54K +20 +26%
SC
391
Stephens Consulting
Michigan
$5.77K
AWM
392
Atticus Wealth Management
Florida
$5K
ZIG
393
Zullo Investment Group
Pennsylvania
$5K
TCWA
394
Ten Capital Wealth Advisors
Washington
$5K +$6.15K +80 New
UCB
395
United Community Bank
South Carolina
$4.76K
ST
396
Smithfield Trust
Pennsylvania
$4K
LS
397
Leelyn Smith
Illinois
$3K -$45.8K -595 -92%
MAM
398
Meeder Asset Management
Ohio
$3K -$2.85K -37 -43%
GWS
399
Glassman Wealth Services
Virginia
$3K -$1.54K -20 -28%
BWA
400
BDO Wealth Advisors
Florida
$3K

TRU Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2022, worth a combined $11.1B — down 27% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of TRU and 64 opened new positions — a net loss of 1 holder — while 164 trimmed existing stakes and 136 added.

The largest buyer was Independent Franchise Partners, adding an estimated $96.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.5B.

  • 424 institutional investors held TransUnion (TRU) as of Q3 2022, down from 429 in Q2 2022.
  • Funds reported $11.1B of TransUnion stock for Q3 2022, down 27% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q3 2022 and 65 closed out, a net change of -1 holder.
  • The largest TransUnion buyer in Q3 2022 was Independent Franchise Partners, an estimated $96.4M added.
  • The largest TransUnion seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2022.