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TransUnion

516 hedge funds and large institutions have $20.4B invested in TransUnion in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 52

100% more call options, than puts

Call options by funds: $109M | Put options by funds: $54.6M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

42% more capital invested

Capital invested by funds: $14.3B → $20.4B (+$6.04B)

26% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 156

10% more funds holding

Funds holding: 468516 (+48)

0.95% more ownership

Funds ownership: 99.73%100.67% (+0.95%)

Holders
516
Holders Change
+48
Holders Change %
+10.26%
% of All Funds
7.41%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
105
Increased
196
Reduced
156
Closed
52
Calls
$109M
Puts
$54.6M
Net Calls
+$54.8M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
401
Siemens Fonds Invest
Germany
$223K +$192K +2,134 New
MLL
402
Moody Lynn & Lieberson
Massachusetts
$217K +$186K +2,068 New
APG
403
Abacus Planning Group
South Carolina
$216K +$186K +2,062 New
PJSIMP
404
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$185K +2,050 New
CCM
405
Coldstream Capital Management
Washington
$211K +$182K +2,016 New
CI
406
Cigna Investments
Connecticut
$210K +$181K +2,009 New
CT
407
Caldwell Trust
Florida
$209K
STA
408
Summit Trail Advisors
New York
$208K +$179K +1,983 New
SCA
409
Snowden Capital Advisors
New York
$205K +$176K +1,954 New
BC
410
Bridgefront Capital
Texas
$203K +$175K +1,942 New
FTDI
411
First Trust Direct Indexing
Massachusetts
$203K +$175K +1,942 New
Wealthfront Advisers
412
Wealthfront Advisers
California
$201K +$173K +1,922 New
SIA
413
Schechter Investment Advisors
Michigan
$201K +$173K +1,921 New
FPAS
414
Focus Partners Advisor Solutions
Missouri
$200K +$172K +1,911 New
SWM
415
Spire Wealth Management
Virginia
$190K -$2.43K -27 -1%
LS
416
Livforsakringsbolaget Skandia
Sweden
$167K +$117K +1,300 +433%
CF
417
Corebridge Financial
Texas
$165K -$4.69K -52 -3%
ARMT
418
Amica Retiree Medical Trust
Rhode Island
$152K +$131K +1,453 New
WPWM
419
Western Pacific Wealth Management
Illinois
$145K +$125K +1,382 New
Jones Financial Companies
420
Jones Financial Companies
Missouri
$134K +$107K +1,187 +1,109%
HFM
421
Harvest Fund Management
China
$131K +$113K +1,255 New
Mirae Asset Global ETFs Holdings
422
Mirae Asset Global ETFs Holdings
Hong Kong
$128K -$84.2K -934 -43%
CPA
423
Capital Performance Advisors
California
$128K +$110K +1,220 New
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$126K -$2.19M -24,244 -95%
NIMI
425
Natixis Investment Managers International
France
$116K

TRU Hedge Fund Activity: Q3 2024 in Review

516 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2024, worth a combined $20.4B — up 42% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TRU positions and 52 closed out — a net gain of 53 holders — while 196 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $309M. The largest seller was Capital International Investors, cutting an estimated $305M.

  • 516 institutional investors held TransUnion (TRU) as of Q3 2024, up from 468 in Q2 2024.
  • Funds reported $20.4B of TransUnion stock for Q3 2024, up 42% quarter-over-quarter.
  • 105 funds opened new TransUnion positions in Q3 2024 and 52 closed out, a net change of +53 holders.
  • The largest TransUnion buyer in Q3 2024 was Fidelity Investments, an estimated $309M added.
  • The largest TransUnion seller in Q3 2024 was Capital International Investors, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2024.