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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
376
EARNEST Partners
Georgia
$7.75K
SC
377
Stephens Consulting
Michigan
$7.6K
BIA
378
Bell Investment Advisors
California
$6.82K -$554 -8 -8%
GWS
379
Glassman Wealth Services
Virginia
$6.58K +$554 +8 +11%
JWA
380
JFS Wealth Advisors
Pennsylvania
$6.5K
HCP
381
Hexagon Capital Partners
Arkansas
$6.34K
WT
382
Whittier Trust
California
$6.34K
UCB
383
United Community Bank
South Carolina
$6.27K
BWA
384
BDO Wealth Advisors
Florida
$6.11K +$2.08K +30 +63%
TWC
385
TD Waterhouse Canada
Ontario, Canada
$5.88K +$5.26K +76 New
AP
386
Arlington Partners
Alabama
$5.88K
AWM
387
Atticus Wealth Management
Florida
$4.78K
First Manhattan
388
First Manhattan
New York
$4.31K
FCAG
389
First Capital Advisors Group
New Jersey
$4.07K +$3.6K +52 New
BC
390
Bartlett & Co
Ohio
$4K
BG
391
Bollard Group
Massachusetts
$4K +$3.11K +45 New
BC
392
Barrett & Company
Rhode Island
$3.92K
BCWM
393
Bartlett & Co Wealth Management
Ohio
$3.52K
RTL
394
Red Tortoise LLC
Georgia
$2.51K
WTG
395
West Tower Group
Virginia
$2.12K +$1.87K +27 New
CAL
396
Capital Advisors Ltd
Ohio
$2K
PP
397
PrairieView Partners
Minnesota
$2K
SIC
398
SJS Investment Consulting
Ohio
$1.96K +$415 +6 +32%
BAAM
399
Baker Avenue Asset Management
California
$1.88K +$623 +9 +60%
CWP
400
Concord Wealth Partners
Virginia
$1.8K +$969 +14 +156%

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.