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TransUnion

392 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $28.2M

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.07B)

0.14% more ownership

Funds ownership: 97.36%97.5% (+0.14%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 398392 (-6)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
392
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
49
Increased
152
Reduced
135
Closed
51
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
376
TCI Wealth Advisors
Arizona
$1.43K
CFB
377
Cullen/Frost Bankers
Texas
$1.24K
WT
378
Washington Trust
Rhode Island
$1.24K
CCP
379
Carmel Capital Partners
California
$1.24K +$1.31K +20 New
SIC
380
SJS Investment Consulting
Ohio
$1.18K
PP
381
PrairieView Partners
Minnesota
$1K
HBW
382
Hazlett, Burt & Watson
West Virginia
$1K +$654 +10 New
BAAM
383
Baker Avenue Asset Management
California
$932 -$458 -7 -32%
DI
384
Disciplined Investments
Oklahoma
$808 -$393 -6 -32%
BWM
385
BerganKDV Wealth Management
Minnesota
$746
MHR
386
Matthew Hamilton Rosenberg
$621
CWP
387
Concord Wealth Partners
Virginia
$559 -$916 -14 -61%
National Pension Service
388
National Pension Service
South Korea
$554 -$179K -2,740 -100%
ANBT
389
American National Bank & Trust
Texas
$373
WWM
390
Wolff Wiese Magana
California
$311 -$327 -5 -50%
DWA
391
Delos Wealth Advisors
Texas
$187
TWD
392
True Wealth Design
Ohio
$187
GC
393
Gillson Capital
Illinois
-$14M -245,847 Closed
Squarepoint
394
Squarepoint
New York
-$10.4M -183,360 Closed
PCM
395
Prana Capital Management
Connecticut
-$9.95M -175,267 Closed
CC
396
Carlson Capital
Texas
-$8.54M -150,400 Closed
CSS
397
Cubist Systematic Strategies
Connecticut
-$7.7M -135,655 Closed
SLAM
398
Swiss Life Asset Management
-$2.32M -40,668 Closed
BC
399
Beaconlight Capital
New York
-$2.04M -35,967 Closed
PMEF
400
Point72 Middle East FZE
United Arab Emirates
-$1.93M -34,068 Closed

TRU Hedge Fund Activity: Q1 2023 in Review

392 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2023, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of TRU and 49 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 152 added.

The largest buyer was Janus Henderson Group, adding an estimated $135M. The largest seller was Citadel Advisors, cutting an estimated $177M.

  • 392 institutional investors held TransUnion (TRU) as of Q1 2023, down from 398 in Q4 2022.
  • Funds reported $11.7B of TransUnion stock for Q1 2023, up 10% quarter-over-quarter.
  • 49 funds opened new TransUnion positions in Q1 2023 and 51 closed out, a net change of -2 holders.
  • The largest TransUnion buyer in Q1 2023 was Janus Henderson Group, an estimated $135M added.
  • The largest TransUnion seller in Q1 2023 was Citadel Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2023.