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TransUnion

516 hedge funds and large institutions have $20.4B invested in TransUnion in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 52

100% more call options, than puts

Call options by funds: $109M | Put options by funds: $54.6M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

42% more capital invested

Capital invested by funds: $14.3B → $20.4B (+$6.04B)

26% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 156

10% more funds holding

Funds holding: 468516 (+48)

0.95% more ownership

Funds ownership: 99.73%100.67% (+0.95%)

Holders
516
Holders Change
+48
Holders Change %
+10.26%
% of All Funds
7.41%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
105
Increased
196
Reduced
156
Closed
52
Calls
$109M
Puts
$54.6M
Net Calls
+$54.8M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
376
Baldwin Wealth Partners
Massachusetts
$305K +$262K +2,910 New
WBC
377
Westpac Banking Corp
Australia
$300K +$25.9K +287 +11%
EA
378
Everpar Advisors
Oklahoma
$299K -$25.3K -281 -9%
MPCG
379
Matrix Private Capital Group
New York
$291K
MYAM
380
Meiji Yasuda Asset Management
Japan
$287K
ANTB
381
AMG National Trust Bank
Colorado
$285K
WFA
382
Wellspring Financial Advisors
Ohio
$283K
HWAM
383
Hennion & Walsh Asset Management
New Jersey
$280K -$6.49K -72 -3%
FWM
384
FFT Wealth Management
Pennsylvania
$276K +$237K +2,632 New
Los Angeles Capital Management
385
Los Angeles Capital Management
California
$269K +$232K +2,574 New
LSA
386
Lion Street Advisors
Texas
$269K +$232K +2,571 New
NCFG
387
New Century Financial Group
New Jersey
$268K +$231K +2,562 New
JSSH
388
J. Safra Sarasin Holding
$265K +$228K +2,532 New
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$262K -$9.38K -104 -4%
BW
390
Basepoint Wealth
Iowa
$261K -$90.6K -1,005 -29%
PP
391
Prudential plc
United Kingdom
$256K +$221K +2,448 New
OWA
392
One Wealth Advisors
California
$256K -$3.34K -37 -1%
MAS
393
Meeder Advisory Services
Ohio
$243K +$209K +2,323 New
AT
394
American Trust
Kentucky
$242K +$208K +2,312 New
OAM
395
Ostrum Asset Management
France
$240K -$81K -899 -28%
AAIS
396
ABN AMRO Investment Solutions
$237K +$204K +2,261 New
Capstone Investment Advisors
397
Capstone Investment Advisors
New York
$236K +$203K +2,250 New
Cambridge Investment Research Advisors
398
Cambridge Investment Research Advisors
Iowa
$234K +$201K +2,234 New
IWC
399
Integrated Wealth Concepts
Massachusetts
$230K +$198K +2,193 New
MMA
400
Mizuho Markets Americas
New York
$229K +$197K +2,189 New

TRU Hedge Fund Activity: Q3 2024 in Review

516 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2024, worth a combined $20.4B — up 42% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TRU positions and 52 closed out — a net gain of 53 holders — while 196 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $309M. The largest seller was Capital International Investors, cutting an estimated $305M.

  • 516 institutional investors held TransUnion (TRU) as of Q3 2024, up from 468 in Q2 2024.
  • Funds reported $20.4B of TransUnion stock for Q3 2024, up 42% quarter-over-quarter.
  • 105 funds opened new TransUnion positions in Q3 2024 and 52 closed out, a net change of +53 holders.
  • The largest TransUnion buyer in Q3 2024 was Fidelity Investments, an estimated $309M added.
  • The largest TransUnion seller in Q3 2024 was Capital International Investors, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2024.