TRU icon

TransUnion
TRU

Overview Fund Activity

507 hedge funds and large institutions have $20.1B invested in TransUnion in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 195 increasing their positions, 151 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+46
Holders Change %
+9.98%
% of All Funds
7.33%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
104
Increased
195
Reduced
151
Closed
52
Calls
$109M
Puts
$54.6M
Net Calls
+$54.8M
Net Calls Change
+$27.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$475M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.01B
3
Viking Global Investors
Viking Global Investors
Connecticut
$251M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$270M
5
MNA
Manning & Napier Advisors
New York
$164M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$564M
2
BI
BlueSpruce Investments
Illinois
$9.24M
3
IFP
Independent Franchise Partners
United Kingdom
$179M
4
Citadel Advisors
Citadel Advisors
Florida
$375M
5
Millennium Management
Millennium Management
New York
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
376
Wellspring Financial Advisors
Ohio
$283K – – –
HWAM
377
Hennion & Walsh Asset Management
New Jersey
$280K -$7.54K -72 -3%
FWM
378
FFT Wealth Management
Pennsylvania
$276K +$276K +2,632 New
Los Angeles Capital Management
379
Los Angeles Capital Management
California
$269K +$269K +2,574 New
LSA
380
Lion Street Advisors
Texas
$269K +$269K +2,571 New
NCFG
381
New Century Financial Group
New Jersey
$268K +$268K +2,562 New
JSSH
382
J. Safra Sarasin Holding
$265K +$265K +2,532 New
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$262K -$10.9K -104 -4%
PP
384
Prudential plc
United Kingdom
$256K +$256K +2,448 New
OWA
385
One Wealth Advisors
California
$256K -$3.87K -37 -1%
MAS
386
Meeder Advisory Services
Ohio
$243K +$243K +2,323 New
AT
387
American Trust
Kentucky
$242K +$242K +2,312 New
OAM
388
Ostrum Asset Management
France
$240K -$94.1K -899 -28%
AAIS
389
ABN AMRO Investment Solutions
$237K +$237K +2,261 New
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$236K +$236K +2,250 New
Cambridge Investment Research Advisors
391
Cambridge Investment Research Advisors
Iowa
$234K +$234K +2,234 New
IWC
392
Integrated Wealth Concepts
Massachusetts
$230K +$230K +2,193 New
MMA
393
Mizuho Markets Americas
New York
$229K +$229K +2,189 New
SFI
394
Siemens Fonds Invest
Germany
$223K +$223K +2,134 New
MLL
395
Moody Lynn & Lieberson
Massachusetts
$217K +$217K +2,068 New
APG
396
Abacus Planning Group
South Carolina
$216K +$216K +2,062 New
PJSIMP
397
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$215K +2,050 New
CCM
398
Coldstream Capital Management
Washington
$211K +$211K +2,016 New
CI
399
Cigna Investments
Connecticut
$210K +$210K +2,009 New
STA
400
Summit Trail Advisors
New York
$208K +$208K +1,983 New
14 15
16
17 18