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TransUnion

561 hedge funds and large institutions have $17.8B invested in TransUnion in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $29.7M

9% more funds holding

Funds holding: 516561 (+45)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 202

2.2% less ownership

Funds ownership: 100.67%98.47% (-2.2%)

13% less capital invested

Capital invested by funds: $20.4B → $17.8B (-$2.6B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
561
Holders Change
+45
Holders Change %
+8.72%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.12%
New
109
Increased
196
Reduced
202
Closed
57
Calls
$42.3M
Puts
$29.7M
Net Calls
+$12.6M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
426
Everence Capital Management
Indiana
$251K +$275K +2,710 New
WFA
427
Wellspring Financial Advisors
Ohio
$251K
ANTB
428
AMG National Trust Bank
Colorado
$251K -$2.23K -22 -0.8%
PNC Financial Services Group
429
PNC Financial Services Group
Pennsylvania
$245K +$14.1K +139 +6%
OIA
430
OneDigital Investment Advisors
Kansas
$239K -$84.7K -836 -24%
Los Angeles Capital Management
431
Los Angeles Capital Management
California
$239K
Walleye Trading
432
Walleye Trading
New York
$234K +$256K +2,526 New
GPW
433
Genesis Private Wealth
Virginia
$234K +$256K +2,523 New
WOC
434
West Oak Capital
California
$232K
PP
435
Prudential plc
United Kingdom
$227K
OWA
436
One Wealth Advisors
California
$226K
CI Investments Inc
437
CI Investments Inc
Ontario, Canada
$226K +$186K +1,840 +306%
NCFG
438
New Century Financial Group
New Jersey
$224K -$13.3K -131 -5%
IWC
439
Integrated Wealth Concepts
Massachusetts
$222K +$20K +197 +9%
LSA
440
Lion Street Advisors
Texas
$217K -$22.9K -226 -9%
CFAM
441
Center For Asset Management
Florida
$217K +$238K +2,345 New
AT
442
American Trust
Kentucky
$217K +$3.14K +31 +1%
CGIM
443
Capital Group Investment Management
Singapore
$209K +$228K +2,255 New
American Century Companies
444
American Century Companies
Missouri
$206K -$532K -5,257 -70%
Jones Financial Companies
445
Jones Financial Companies
Missouri
$194K +$81.3K +803 +62%
CT
446
Caldwell Trust
Florida
$185K
SOW
447
State of Wyoming
Wyoming
$184K +$201K +1,985 New
PIM
448
Plato Investment Management
Australia
$169K +$184K +1,820 New
SWM
449
Spire Wealth Management
Virginia
$169K +$1.52K +15 +0.8%
VWM
450
Venturi Wealth Management
Texas
$161K +$151K +1,495 +618%

TRU Hedge Fund Activity: Q4 2024 in Review

561 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2024, worth a combined $17.8B — down 13% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new TRU positions and 57 closed out — a net gain of 52 holders — while 196 added to existing stakes and 202 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $235M. The largest seller was APG Asset Management, cutting an estimated $360M.

  • 561 institutional investors held TransUnion (TRU) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $17.8B of TransUnion stock for Q4 2024, down 13% quarter-over-quarter.
  • 109 funds opened new TransUnion positions in Q4 2024 and 57 closed out, a net change of +52 holders.
  • The largest TransUnion buyer in Q4 2024 was Wellington Management Group, an estimated $235M added.
  • The largest TransUnion seller in Q4 2024 was APG Asset Management, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2024.