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TransUnion
TRU

Overview Fund Activity

419 hedge funds and large institutions have $13.8B invested in TransUnion in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 149 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.68%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
48
Increased
157
Reduced
149
Closed
39
Calls
$31.8M
Puts
$15.5M
Net Calls
+$16.3M
Net Calls Change
-$4.23M

Top Buyers

1
BI
1
BlueSpruce Investments
Illinois
$594M
2
Bessemer Group
2
Bessemer Group
New Jersey
$288M
3
Morgan Stanley
3
Morgan Stanley
New York
$353M
4
Citadel Advisors
4
Citadel Advisors
Florida
$168M
5
Amundi
5
Amundi
France
$114M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$949M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$436M
4
Millennium Management
4
Millennium Management
New York
$31.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
401
Red Tortoise LLC
Georgia
$2.3K – – –
SPIA
402
Steward Partners Investment Advisory
New York
$2.15K -$18K -250 -89%
CAL
403
Capital Advisors Ltd
Ohio
$2K – – –
SIC
404
SJS Investment Consulting
Ohio
$1.94K +$144 +2 +8%
CFGS
405
Concourse Financial Group Securities
Alabama
$1.87K +$287 +4 +18%
CCP
406
Carmel Capital Partners
California
$1.44K – – –
CFB
407
Cullen/Frost Bankers
Texas
$1.44K – – –
WT
408
Washington Trust
Rhode Island
$1.29K -$72 -1 -5%
VCM
409
Versant Capital Management
Arizona
$1.22K – – –
BAM
410
Bellevue Asset Management
Washington
$1.08K – – –
RCM
411
Raleigh Capital Management
North Carolina
$790 +$790 +11 New
WWM
412
Wolff Wiese Magana
California
$718 – – –
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$718 +$718 +10 New
ZB
414
Zions Bancorporation
Utah
$646 – – –
ANBT
415
American National Bank & Trust
Texas
$431 – – –
HI
416
Harbour Investments
Wisconsin
$359 – – –
TWD
417
True Wealth Design
Ohio
$288 – – –
DWA
418
Delos Wealth Advisors
Texas
$244 – – –
CA
419
Crewe Advisors
Utah
$144 – – –
Alkeon Capital Management
420
Alkeon Capital Management
New York
– -$21.1M -269,915 Closed
HV
421
HST Ventures
Utah
– -$11.7M -149,756 Closed
RRAM
422
River Road Asset Management
Kentucky
– -$5.01M -63,959 Closed
NONA
423
Ninety One North America
New York
– -$3.88M -49,532 Closed
CM
424
Crestline Management
Texas
– -$3.63M -46,382 Closed
TRSOTSOK
425
Teachers Retirement System of the State of Kentucky
Kentucky
– -$2.46M -31,428 Closed
15 16
17
18 19