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TransUnion

398 hedge funds and large institutions have $10.6B invested in TransUnion in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 146 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.06% more ownership

Funds ownership: 96.3%97.36% (+1.1%)

6% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $14.8M

2% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $11.1B → $10.6B (-$424M)

6% less funds holding

Funds holding: 424398 (-26)

20% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 80

Holders
398
Holders Change
-26
Holders Change %
-6.13%
% of All Funds
6.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
64
Increased
149
Reduced
146
Closed
80
Calls
$15.7M
Puts
$14.8M
Net Calls
+$953K
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Crewe Advisors
Utah
$1.48K -$4.16K -71 -73%
ZB
377
Zions Bancorporation
Utah
$1.42K +$1.47K +25 New
TWA
378
TCI Wealth Advisors
Arizona
$1.3K -$59 -1 -4%
CWP
379
Concord Wealth Partners
Virginia
$1.3K +$1.35K +23 New
BAAM
380
Baker Avenue Asset Management
California
$1.25K +$1.29K +22 New
WT
381
Washington Trust
Rhode Island
$1.14K -$59 -1 -5%
CFB
382
Cullen/Frost Bankers
Texas
$1.14K +$1.17K +20 New
SIC
383
SJS Investment Consulting
Ohio
$1.08K +$469 +8 +73%
DI
384
Disciplined Investments
Oklahoma
$1.08K +$586 +10 +111%
PP
385
PrairieView Partners
Minnesota
$1K
ANBT
386
American National Bank & Trust
Texas
$1K +$352 +6 New
CP
387
Castleview Partners
Texas
$908 +$938 +16 New
FA
388
Fiduciary Alliance
South Carolina
$801 +$820 +14 New
BWM
389
BerganKDV Wealth Management
Minnesota
$681 +$703 +12 New
MHR
390
Matthew Hamilton Rosenberg
$568
WWM
391
Wolff Wiese Magana
California
$568 +$586 +10 New
Canada Pension Plan Investment Board
392
Canada Pension Plan Investment Board
Ontario, Canada
$567 -$5.62M -95,907 -100%
FFA
393
Farther Finance Advisors
California
$454 +$469 +8 New
DWA
394
Delos Wealth Advisors
Texas
$170
TWD
395
True Wealth Design
Ohio
$170 +$176 +3 New
Baird Financial Group
396
Baird Financial Group
Wisconsin
-$42.9M -720,979 Closed
Select Equity Group
397
Select Equity Group
New York
-$41.1M -690,769 Closed
Balyasny Asset Management
398
Balyasny Asset Management
Illinois
-$25M -420,584 Closed
TC
399
TwinBeech Capital
New York
-$20.4M -342,899 Closed
TCM
400
TimesSquare Capital Management
New York
-$10.1M -170,000 Closed