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TransUnion

561 hedge funds and large institutions have $17.8B invested in TransUnion in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $29.7M

9% more funds holding

Funds holding: 516561 (+45)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 202

2.2% less ownership

Funds ownership: 100.67%98.47% (-2.2%)

13% less capital invested

Capital invested by funds: $20.4B → $17.8B (-$2.6B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
561
Holders Change
+45
Holders Change %
+8.72%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.12%
New
109
Increased
196
Reduced
202
Closed
57
Calls
$42.3M
Puts
$29.7M
Net Calls
+$12.6M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BPC
376
Bryce Point Capital
New York
$460K +$502K +4,960 New
HCM
377
Hengehold Capital Management
Ohio
$454K +$143K +1,409 +40%
1C
378
111 Capital
France
$449K +$490K +4,839 New
AG
379
Algert Global
California
$447K -$142K -1,400 -23%
PCM
380
Permanent Capital Management
Illinois
$424K +$463K +4,575 New
GCP
381
GSA Capital Partners
United Kingdom
$422K +$461K +4,555 New
EC
382
EntryPoint Capital
New York
$417K +$455K +4,493 New
EF
383
Empowered Funds
Pennsylvania
$416K +$19.2K +190 +4%
ZIM
384
Zacks Investment Management
Illinois
$410K +$448K +4,420 New
LFG
385
Larson Financial Group
Missouri
$390K +$49K +484 +13%
CFGS
386
Concourse Financial Group Securities
Alabama
$386K -$25.9K -256 -6%
TRCT
387
Tower Research Capital (TRC)
New York
$385K +$323K +3,192 +331%
Brown Advisory
388
Brown Advisory
Maryland
$382K +$417K +4,116 New
DBRC
389
D.B. Root & Company
Pennsylvania
$381K -$17.9K -177 -4%
PA
390
Procyon Advisors
Connecticut
$380K -$139K -1,370 -25%
LC
391
Lindbrook Capital
California
$380K -$16.5K -163 -4%
AWS
392
Atria Wealth Solutions
New York
$378K -$49.7K -491 -11%
Corient Private Wealth
393
Corient Private Wealth
Florida
$376K -$51.2K -505 -11%
CSP
394
Cary Street Partners
Virginia
$366K +$400K +3,950 New
MIM
395
MetLife Investment Management
New Jersey
$361K -$608 -6 -0.2%
FFM
396
Forum Financial Management
Illinois
$357K +$67.4K +665 +21%
VI
397
Vestcor Inc
New Brunswick, Canada
$351K
FWM
398
FFT Wealth Management
Pennsylvania
$344K +$109K +1,075 +41%
PI
399
PGGM Investments
Netherlands
$338K +$370K +3,651 New
CCA
400
Cadent Capital Advisors
Oklahoma
$336K

TRU Hedge Fund Activity: Q4 2024 in Review

561 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2024, worth a combined $17.8B — down 13% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new TRU positions and 57 closed out — a net gain of 52 holders — while 196 added to existing stakes and 202 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $235M. The largest seller was APG Asset Management, cutting an estimated $360M.

  • 561 institutional investors held TransUnion (TRU) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $17.8B of TransUnion stock for Q4 2024, down 13% quarter-over-quarter.
  • 109 funds opened new TransUnion positions in Q4 2024 and 57 closed out, a net change of +52 holders.
  • The largest TransUnion buyer in Q4 2024 was Wellington Management Group, an estimated $235M added.
  • The largest TransUnion seller in Q4 2024 was APG Asset Management, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2024.