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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$1.72K -$830 -12 -35%
CCP
402
Carmel Capital Partners
California
$1.57K
CFB
403
Cullen/Frost Bankers
Texas
$1.57K
DI
404
Disciplined Investments
Oklahoma
$1.57K +$484 +7 +54%
WT
405
Washington Trust
Rhode Island
$1.49K -$69 -1 -5%
VCM
406
Versant Capital Management
Arizona
$1.33K +$1.18K +17 New
BAM
407
Bellevue Asset Management
Washington
$1.17K +$1.04K +15 New
FA
408
Fiduciary Alliance
South Carolina
$1.11K +$969 +14 New
VNA
409
Valley National Advisers
Pennsylvania
$1K
BWM
410
BerganKDV Wealth Management
Minnesota
$940
WWM
411
Wolff Wiese Magana
California
$784 +$346 +5 +100%
MHR
412
Matthew Hamilton Rosenberg
$783
ZB
413
Zions Bancorporation
Utah
$705 +$623 +9 New
ANBT
414
American National Bank & Trust
Texas
$470
HI
415
Harbour Investments
Wisconsin
$392 +$346 +5 New
TWD
416
True Wealth Design
Ohio
$314 +$69 +1 +33%
DWA
417
Delos Wealth Advisors
Texas
$235
CTWM
418
Cherry Tree Wealth Management
Minnesota
$157 +$138 +2 New
CA
419
Crewe Advisors
Utah
$157 +$138 +2 New
Comerica Bank
420
Comerica Bank
Texas
$64 +$14M +202,872 New
OP
421
ORG Partners
Indiana
$6
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
-$39.5M -635,376 Closed
Renaissance Technologies
423
Renaissance Technologies
New York
-$19.5M -313,400 Closed
Qube Research & Technologies (QRT)
424
Qube Research & Technologies (QRT)
United Kingdom
-$17.8M -285,853 Closed
CCM
425
Cinctive Capital Management
New York
-$14.3M -229,544 Closed

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.