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TransUnion
TRU

Overview Fund Activity

425 hedge funds and large institutions have $15.7B invested in TransUnion in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 153 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
425
Holders Change
+14
Holders Change %
+3.41%
% of All Funds
6.16%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
60
Increased
153
Reduced
169
Closed
43
Calls
$48.9M
Puts
$21.1M
Net Calls
+$27.8M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$987M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$539M
3
Millennium Management
3
Millennium Management
New York
$158M
4
CIM
4
CCLA Investment Management
United Kingdom
$153M
5
TP
5
Theleme Partners
United Kingdom
$111M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$579M
2
FCM
2
Farallon Capital Management
California
$507M
3
BI
3
BlueSpruce Investments
Illinois
$296M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$424M
5
Parnassus Investments
5
Parnassus Investments
California
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
376
Riverview Trust Company
Washington
$16.9K +$16.9K +212 New
CA
377
Centerpoint Advisors
Massachusetts
$16K – – –
RFG
378
RFP Financial Group
Georgia
$16K – – –
HNB
379
Huntington National Bank
Ohio
$13.4K +$2.23K +28 +20%
OC
380
Oakworth Capital
Alabama
$13.4K – – –
VWM
381
Venturi Wealth Management
Texas
$12.8K – – –
IA
382
IFP Advisors
Florida
$12.7K -$11.7K -146 -48%
C
383
Covestor
United Kingdom
$12K +$166 +2 +1%
AWM
384
Avior Wealth Management
Nebraska
$11.7K -$320K -4,007 -96%
T
385
Tidemark
California
$8.3K -$12K -150 -59%
PTC
386
Private Trust Company
Ohio
$8.14K -$3.43K -43 -30%
RTL
387
Red Tortoise LLC
Georgia
$8.14K -$2.55K -32 -24%
KWAG
388
Kiely Wealth Advisory Group
North Carolina
$7.51K – – –
WT
389
Whittier Trust
California
$6.46K – – –
UCB
390
United Community Bank
South Carolina
$6.38K – – –
AWM
391
Atticus Wealth Management
Florida
$4.87K – – –
WB
392
Webster Bank
Connecticut
$4.47K +$4.47K +56 New
GJWM
393
Gilliland Jeter Wealth Management
Arkansas
$4.39K +$4.39K +55 New
JWA
394
JFS Wealth Advisors
Pennsylvania
$4.31K – – –
QL
395
Quarry LP
New York
$4.31K -$6.3K -79 -59%
PFBT
396
Parkside Financial Bank & Trust
Missouri
$3.51K -$958 -12 -21%
WIA
397
Wetzel Investment Advisors
Indiana
$3.35K -$2.88K -43 -46%
EWA
398
EverSource Wealth Advisors
Alabama
$3.29K +$3.14K +43 +2,150%
VNA
399
Valley National Advisers
Pennsylvania
$3K +$769 +10 +34%
BIA
400
Bell Investment Advisors
California
$2.95K – – –
14 15
16
17 18