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TransUnion

424 hedge funds and large institutions have $11.1B invested in TransUnion in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 164 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $9.69M

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 429424 (-5)

1.7% less ownership

Funds ownership: 98%96.3% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 164

27% less capital invested

Capital invested by funds: $15.1B → $11.1B (-$4.04B)

Holders
424
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
7.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
64
Increased
136
Reduced
164
Closed
65
Calls
$15.3M
Puts
$9.69M
Net Calls
+$5.59M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Paloma Partners
Connecticut
-$224K -2,800 Closed
IWC
452
Integrated Wealth Concepts
Massachusetts
-$219K -2,738 Closed
OAM
453
Oppenheimer Asset Management
New York
-$217K -2,709 Closed
TF
454
TIAA FSB
Florida
-$215K -2,690 Closed
C
455
CEDRUS
Colorado
-$213K -2,669 Closed
GC
456
Gilbert & Cook
Iowa
-$204K -2,556 Closed
NW
457
NewEdge Wealth
Pennsylvania
-$202K -2,519 Closed
SIC
458
Sterling Investment Counsel
New York
-$200K -2,517 Closed
COCM
459
Charter Oak Capital Management
New Hampshire
-$116K -1,450 Closed
MAM
460
Magellan Asset Management
Australia
-$57K -707 Closed
EBA
461
Eagle Bay Advisors
New York
-$45K -585 -99%
PFGIA
462
Patriot Financial Group Insurance Agency
Massachusetts
-$25K -308 Closed
RTC
463
Riverview Trust Company
Washington
-$25K -308 Closed
TCOV
464
Trust Company of Vermont
Vermont
-$21K -265 Closed
RCWMU
465
Rothschild & Co Wealth Management (UK)
United Kingdom
-$17K -216 Closed
UB
466
UMB Bank
Missouri
-$14K -172 Closed
HNB
467
Huntington National Bank
Ohio
-$11K -135 Closed
SC
468
SouthState Corp
Florida
-$10K -130 Closed
KA
469
Kozak & Associates
Colorado
-$9K -107 Closed
JWA
470
JFS Wealth Advisors
Pennsylvania
-$7.23K -94 -99%
BFEC
471
Benjamin F. Edwards & Company
Missouri
-$6K -78 Closed
PFS
472
Prospera Financial Services
Texas
-$3K -40 Closed
AFG
473
Albion Financial Group
Utah
-$3K -34 Closed
HS
474
Horan Securities
United States
-$2K -28 Closed
CWP
475
Concord Wealth Partners
Virginia
-$2K -23 Closed

TRU Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2022, worth a combined $11.1B — down 27% from $15.1B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of TRU and 64 opened new positions — a net loss of 1 holder — while 164 trimmed existing stakes and 136 added.

The largest buyer was Independent Franchise Partners, adding an estimated $96.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.5B.

  • 424 institutional investors held TransUnion (TRU) as of Q3 2022, down from 429 in Q2 2022.
  • Funds reported $11.1B of TransUnion stock for Q3 2022, down 27% quarter-over-quarter.
  • 64 funds opened new TransUnion positions in Q3 2022 and 65 closed out, a net change of -1 holder.
  • The largest TransUnion buyer in Q3 2022 was Independent Franchise Partners, an estimated $96.4M added.
  • The largest TransUnion seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2022.