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TransUnion

468 hedge funds and large institutions have $14.3B invested in TransUnion in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 187 increasing their positions, 147 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

133% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $20.7M

27% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 147

8% more funds holding

Funds holding: 432468 (+36)

2.58% less ownership

Funds ownership: 102.31%99.73% (-2.6%)

9% less capital invested

Capital invested by funds: $15.8B → $14.3B (-$1.46B)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
468
Holders Change
+36
Holders Change %
+8.33%
% of All Funds
6.76%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
72
Increased
187
Reduced
147
Closed
29
Calls
$48.3M
Puts
$20.7M
Net Calls
+$27.6M
Net Calls Change
-$200K
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
426
United Community Bank
South Carolina
$5.93K
AWM
427
Atticus Wealth Management
Florida
$4.52K
FNWA
428
Financial Network Wealth Advisors
Utah
$4.43K +$4.18K +56 New
WB
429
Webster Bank
Connecticut
$4.15K
IAIM
430
International Assets Investment Management
Florida
$4.15K +$4.18K +56 New
GJWM
431
Gilliland Jeter Wealth Management
Arkansas
$4.08K
JWA
432
JFS Wealth Advisors
Pennsylvania
$4K
EWA
433
EverSource Wealth Advisors
Alabama
$3.97K -$75 -1 -2%
GRP
434
Global Retirement Partners
California
$3.49K +$1.27K +17 +57%
SSB
435
Sandy Spring Bank
Maryland
$3.49K +$3.51K +47 New
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$3.34K +$821 +11 +32%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$3.26K
T
438
Tidemark
California
$3.19K -$4.55K -61 -59%
CAL
439
Capital Advisors Ltd
Ohio
$3K +$746 +10 +36%
BIA
440
Bell Investment Advisors
California
$2.74K
CA
441
CoreCap Advisors
Michigan
$2.74K +$2.76K +37 New
MCM
442
Manchester Capital Management
Vermont
$2.45K +$1.64K +22 +200%
CP
443
Castleview Partners
Texas
$2.37K +$2.39K +32 New
SPIA
444
Steward Partners Investment Advisory
New York
$2.23K
AF
445
Advisornet Financial
Minnesota
$2K +$522 +7 +35%
VNA
446
Valley National Advisers
Pennsylvania
$2K -$298 -4 -10%
WPA
447
West Paces Advisors
Georgia
$1.93K
BGAI
448
Bruce G. Allen Investments
Colorado
$1.85K
QC
449
Quent Capital
New York
$1.78K
MFS
450
Mattson Financial Services
Michigan
$1.71K +$1.72K +23 New

TRU Hedge Fund Activity: Q2 2024 in Review

468 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2024, worth a combined $14.3B — down 9.2% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new TRU positions and 29 closed out — a net gain of 43 holders — while 187 added to existing stakes and 147 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $297M. The largest seller was T. Rowe Price Associates, cutting an estimated $390M.

  • 468 institutional investors held TransUnion (TRU) as of Q2 2024, up from 432 in Q1 2024.
  • Funds reported $14.3B of TransUnion stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 72 funds opened new TransUnion positions in Q2 2024 and 29 closed out, a net change of +43 holders.
  • The largest TransUnion buyer in Q2 2024 was Massachusetts Financial Services, an estimated $297M added.
  • The largest TransUnion seller in Q2 2024 was T. Rowe Price Associates, an estimated $390M sold.

Based on aggregated 13F filings for Q2 2024.