TRU icon

TransUnion
TRU

Overview Fund Activity

411 hedge funds and large institutions have $14B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 163 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-8
Holders Change %
-1.91%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
68
Increased
150
Reduced
163
Closed
72
Calls
$70.3M
Puts
$24.5M
Net Calls
+$45.8M
Net Calls Change
+$29.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$663M
2
Morgan Stanley
Morgan Stanley
New York
$961M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$483M
4
MG
Meritage Group
California
$346M
5
Marshall Wace
Marshall Wace
United Kingdom
$87.2M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$530M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
5
BI
BlueSpruce Investments
Illinois
$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
376
Stephens Consulting
Michigan
$6.67K – – –
WIA
377
Wetzel Investment Advisors
Indiana
$6K +$6K +93 New
BBHC
378
Brown Brothers Harriman & Co
New York
$5.57K +$5.57K +81 New
WT
379
Whittier Trust
California
$5.56K -$137 -2 -2%
UCB
380
United Community Bank
South Carolina
$5.5K – – –
TCWA
381
Turtle Creek Wealth Advisors
Texas
$5.5K +$5.5K +80 New
GWS
382
Glassman Wealth Services
Virginia
$4.81K -$962 -14 -17%
AWM
383
Atticus Wealth Management
Florida
$4.19K – – –
PFBT
384
Parkside Financial Bank & Trust
Missouri
$3.85K -$8.87K -129 -70%
JWA
385
JFS Wealth Advisors
Pennsylvania
$3.71K -$2.75K -40 -43%
BC
386
Barrett & Company
Rhode Island
$3.44K – – –
ASN
387
Advisory Services Network
Georgia
$2.92K +$2.92K +42 New
BWM
388
BKM Wealth Management
Wisconsin
$2.75K +$2.75K +40 New
AF
389
Advisornet Financial
Minnesota
$2.68K +$481 +7 +22%
GRP
390
Global Retirement Partners
California
$2.65K -$13.9K -199 -84%
BIA
391
Bell Investment Advisors
California
$2.54K -$2.27K -33 -47%
SPIA
392
Steward Partners Investment Advisory
New York
$2.06K – – –
CAL
393
Capital Advisors Ltd
Ohio
$2K – – –
CFGS
394
Concourse Financial Group Securities
Alabama
$1.79K – – –
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$1.72K -$21.4K -311 -93%
BGAI
396
Bruce G. Allen Investments
Colorado
$1.72K +$1.72K +25 New
RCM
397
Raleigh Capital Management
North Carolina
$1.44K +$688 +10 +91%
CFB
398
Cullen/Frost Bankers
Texas
$1.37K – – –
QC
399
Quent Capital
New York
$1.24K +$1.24K +18 New
SIC
400
SJS Investment Consulting
Ohio
$1.17K -$688 -10 -37%
14 15
16
17 18