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TransUnion

435 hedge funds and large institutions have $16.7B invested in TransUnion in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $7.97M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0.69% less ownership

Funds ownership: 98.35%97.66% (-0.69%)

5% less funds holding

Funds holding: 457435 (-22)

10% less capital invested

Capital invested by funds: $18.6B → $16.7B (-$1.89B)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

Holders
435
Holders Change
-22
Holders Change %
-4.81%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
58
Increased
161
Reduced
154
Closed
76
Calls
$22.4M
Puts
$7.97M
Net Calls
+$14.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
401
Carroll Financial Associates
North Carolina
$10K +$812 +9 +8%
HI
402
Harbour Investments
Wisconsin
$10K +$10.4K +115 New
MAM
403
Meeder Asset Management
Ohio
$9K -$722 -8 -7%
EARNEST Partners
404
EARNEST Partners
Georgia
$9K
FF
405
FourThought Financial
Florida
$8K
LC
406
Lindbrook Capital
California
$8K +$1.17K +13 +17%
CFO
407
CVA Family Office
Colorado
$8K +$7.67K +85 New
Nisa Investment Advisors
408
Nisa Investment Advisors
Missouri
$7.14K -$2.6M -28,793 -27%
TAIM
409
TD Ameritrade Investment Management
Nebraska
$7K
ST
410
Smithfield Trust
Pennsylvania
$5K
CTB
411
Country Trust Bank
Illinois
$4K
GRP
412
Global Retirement Partners
California
$4K +$1.53K +17 +77%
BWA
413
BDO Wealth Advisors
Florida
$4K +$4.33K +48 New
GWS
414
Glassman Wealth Services
Virginia
$3K
MWP
415
Meridian Wealth Partners
Pennsylvania
$3K +$3.79K +42 New
DCM
416
Davidson Capital Management
Texas
$2K -$752K -8,334 -100%
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$812 -9 -28%
BAM
418
Bellevue Asset Management
Washington
$2K -$180 -2 -11%
TWA
419
TCI Wealth Advisors
Arizona
$2K
VCM
420
Versant Capital Management
Arizona
$2K
WT
421
Washington Trust
Rhode Island
$2K
APWA
422
Atlas Private Wealth Advisors
New Jersey
$2K +$631 +7 +47%
CWM
423
Cranbrook Wealth Management
Michigan
$2K +$1.53K +17 New
WCM
424
Wealthcare Capital Management
Virginia
$2K +$2.44K +27 New
ED
425
Exane Derivatives
France
$1.71K

TRU Hedge Fund Activity: Q1 2021 in Review

435 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2021, worth a combined $16.7B — down 10% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TRU and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 161 added.

The largest buyer was Wellington Management Group, adding an estimated $169M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $347M sold.

  • 435 institutional investors held TransUnion (TRU) as of Q1 2021, down from 457 in Q4 2020.
  • Funds reported $16.7B of TransUnion stock for Q1 2021, down 10% quarter-over-quarter.
  • 58 funds opened new TransUnion positions in Q1 2021 and 76 closed out, a net change of -18 holders.
  • The largest TransUnion buyer in Q1 2021 was Wellington Management Group, an estimated $169M added.
  • The largest TransUnion seller in Q1 2021 was Findlay Park Partners, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2021.