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TransUnion
TRU

Overview Fund Activity

419 hedge funds and large institutions have $13.8B invested in TransUnion in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 149 reducing their positions, and 39 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
48
Increased
157
Reduced
149
Closed
39
Calls
$31.8M
Puts
$15.5M
Net Calls
+$16.3M
Net Calls Change
-$4.23M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$594M
2
Bessemer Group
2
Bessemer Group
New Jersey
$288M
3
Morgan Stanley
3
Morgan Stanley
New York
$353M
4
Citadel Advisors
4
Citadel Advisors
Florida
$168M
5
Amundi
5
Amundi
France
$114M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$949M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$436M
4
Millennium Management
4
Millennium Management
New York
$31.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$456M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
376
Lazard Asset Management
New York
$17K 250 – –
GRP
377
Global Retirement Partners
California
$16.6K 237 +13 +6%
RTC
378
Riverview Trust Company
Washington
$15.2K 212 – –
CA
379
Centerpoint Advisors
Massachusetts
$14K 199 -1 -0.5%
PFBT
380
Parkside Financial Bank & Trust
Missouri
$13.3K 185 +3 +2%
VWM
381
Venturi Wealth Management
Texas
$11.1K 155 – –
HNB
382
Huntington National Bank
Ohio
$10.8K 150 – –
LFG
383
Larson Financial Group
Missouri
$10.3K 143 – –
C
384
Covestor
United Kingdom
$10K 139 +3 +2%
PTC
385
Private Trust Company
Ohio
$9.69K 135 +30 +29%
AAP
386
Arax Advisory Partners
Colorado
$8.26K 115 – –
EARNEST Partners
387
EARNEST Partners
Georgia
$7.11K 99 – –
SC
388
Stephens Consulting
Michigan
$6.96K 97 – –
JWA
389
JFS Wealth Advisors
Pennsylvania
$6.75K 94 +11 +13%
GWS
390
Glassman Wealth Services
Virginia
$6.03K 84 – –
WT
391
Whittier Trust
California
$5.96K 83 +2 +2%
HCP
392
Hexagon Capital Partners
Arkansas
$5.82K 81 – –
UCB
393
United Community Bank
South Carolina
$5.74K 80 – –
BIA
394
Bell Investment Advisors
California
$5.03K 70 -17 -20%
SFG
395
Steward Financial Group
Texas
$5K 82 +82 New
AWM
396
Atticus Wealth Management
Florida
$4.38K 61 – –
WTG
397
West Tower Group
Virginia
$4.16K 58 +31 +115%
First Manhattan
398
First Manhattan
New York
$3.95K 55 – –
BC
399
Barrett & Company
Rhode Island
$3.59K 50 – –
AF
400
Advisornet Financial
Minnesota
$2.3K 32 -96 -75%
14 15
16
17 18