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TransUnion
TRU

Overview Fund Activity

411 hedge funds and large institutions have $14B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 163 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-8
Holders Change %
-1.91%
% of All Funds
6.03%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
68
Increased
150
Reduced
163
Closed
72
Calls
$70.3M
Puts
$24.5M
Net Calls
+$45.8M
Net Calls Change
+$29.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$663M
2
Morgan Stanley
Morgan Stanley
New York
$961M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$483M
4
MG
Meritage Group
California
$346M
5
Marshall Wace
Marshall Wace
United Kingdom
$87.2M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
$128M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$530M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
5
BI
BlueSpruce Investments
Illinois
$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
401
DiNuzzo Private Wealth
Pennsylvania
$1.03K +$1.03K +15 New
FG
402
Fairman Group
Pennsylvania
$1.03K +$1.03K +15 New
VNA
403
Valley National Advisers
Pennsylvania
$1K +$1K +29 New
PWMG
404
Private Wealth Management Group
New Jersey
$688 +$688 +10 New
VCM
405
Versant Capital Management
Arizona
$618 -$549 -8 -47%
MCM
406
Manchester Capital Management
Vermont
$413 +$413 +6 New
TWD
407
True Wealth Design
Ohio
$275 – – –
DWA
408
Delos Wealth Advisors
Texas
$207 – – –
MCM
409
MV Capital Management
Maryland
$207 +$207 +3 New
EWA
410
EverSource Wealth Advisors
Alabama
$137 -$38.5K -562 -100%
DWM
411
Dogwood Wealth Management
Kansas
$2 – – –
PCM
412
Palestra Capital Management
New York
– -$73.2M -1,019,774 Closed
SC
413
Samlyn Capital
New York
– -$69.7M -971,102 Closed
EAM
414
Eagle Asset Management
Florida
– -$59M -821,277 Closed
Millennium Management
415
Millennium Management
New York
– -$31.4M -438,005 Closed
PFM
416
Premier Fund Managers
United Kingdom
– -$28.2M -391,000 Closed
Adage Capital Partners
417
Adage Capital Partners
Massachusetts
– -$21.5M -300,000 Closed
GC
418
Gillson Capital
Illinois
– -$18.5M -257,233 Closed
TC
419
TwinBeech Capital
New York
– -$12.4M -172,791 Closed
SCM
420
Steadfast Capital Management
New York
– -$12.3M -172,000 Closed
P2P
421
Phase 2 Partners
California
– -$9.49M -132,176 Closed
CSS
422
Cubist Systematic Strategies
Connecticut
– -$6.7M -93,395 Closed
TI
423
Trexquant Investment
Connecticut
– -$5.26M -73,236 Closed
PMEF
424
Point72 Middle East FZE
United Arab Emirates
– -$4.56M -63,458 Closed
KA
425
Kerrisdale Advisers
Florida
– -$4.18M -58,177 Closed
15 16
17
18 19