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TransUnion
TRU

Overview Fund Activity

415 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+27
Holders Change %
+6.96%
% of All Funds
6.55%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
72
Increased
154
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$578M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$925M
3
MG
3
Meritage Group
California
$255M
4
Victory Capital Management
4
Victory Capital Management
Texas
$208M
5
Parnassus Investments
5
Parnassus Investments
California
$161M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$566M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$82.5M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$9.58M
5
BlackRock
5
BlackRock
New York
$714M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
376
Hexagon Capital Partners
Arkansas
$6.35K – – –
WT
377
Whittier Trust
California
$6.34K – – –
UCB
378
United Community Bank
South Carolina
$6.27K – – –
BWA
379
BDO Wealth Advisors
Florida
$6.11K +$2.35K +30 +63%
TWC
380
TD Waterhouse Canada
Ontario, Canada
$5.88K +$5.88K +76 New
AP
381
Arlington Partners
Alabama
$5.88K – – –
AWM
382
Atticus Wealth Management
Florida
$4.78K – – –
First Manhattan
383
First Manhattan
New York
$4.31K – – –
FCAG
384
First Capital Advisors Group
New Jersey
$4.07K +$4.07K +52 New
BC
385
Bartlett & Co
Ohio
$4K – – –
BG
386
Bollard Group
Massachusetts
$4K +$4K +45 New
BC
387
Barrett & Company
Rhode Island
$3.92K – – –
BCWM
388
Bartlett & Co Wealth Management
Ohio
$3.53K – – –
RTL
389
Red Tortoise LLC
Georgia
$2.51K – – –
WTG
390
West Tower Group
Virginia
$2.12K +$2.12K +27 New
CAL
391
Capital Advisors Ltd
Ohio
$2K – – –
PP
392
PrairieView Partners
Minnesota
$2K – – –
SIC
393
SJS Investment Consulting
Ohio
$1.96K +$470 +6 +32%
BAAM
394
Baker Avenue Asset Management
California
$1.88K +$705 +9 +60%
CWP
395
Concord Wealth Partners
Virginia
$1.8K +$1.1K +14 +156%
CFGS
396
Concourse Financial Group Securities
Alabama
$1.72K -$940 -12 -35%
CFB
397
Cullen/Frost Bankers
Texas
$1.57K – – –
CCP
398
Carmel Capital Partners
California
$1.57K – – –
DI
399
Disciplined Investments
Oklahoma
$1.57K +$548 +7 +54%
WT
400
Washington Trust
Rhode Island
$1.49K -$78 -1 -5%
14 15
16
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