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TransUnion

398 hedge funds and large institutions have $10.6B invested in TransUnion in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 146 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

1.06% more ownership

Funds ownership: 96.3%97.36% (+1.1%)

6% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $14.8M

2% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $11.1B → $10.6B (-$424M)

6% less funds holding

Funds holding: 424398 (-26)

20% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 80

Holders
398
Holders Change
-26
Holders Change %
-6.13%
% of All Funds
6.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
64
Increased
149
Reduced
146
Closed
80
Calls
$15.7M
Puts
$14.8M
Net Calls
+$953K
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
-$210K -3,539 Closed
OSAM
452
O'Shaughnessy Asset Management
Connecticut
-$210K -3,537 Closed
Cerity Partners
453
Cerity Partners
New York
-$210K -3,520 Closed
MPCG
454
Matrix Private Capital Group
New York
-$209K -3,517 Closed
SP
455
Symmetry Partners
Connecticut
-$200K -3,366 Closed
TWI
456
Thomas White International
Illinois
-$136K -2,290 Closed
PFPT
457
Pinnacle Financial Partners (Tennessee)
Tennessee
-$79K -1,330 Closed
SFO
458
Standard Family Office
South Dakota
-$59K -1,000 Closed
KFP
459
KB Financial Partners
New Jersey
-$35K -591 Closed
SIM
460
Sentry Investment Management
Wisconsin
-$33K -551 Closed
JGIA
461
Jackson Grant Investment Advisers
Connecticut
-$27K -460 Closed
VNA
462
Valley National Advisers
Pennsylvania
-$17.6K -300 -99%
PB
463
Pinnacle Bancorp
Nebraska
-$15K -256 Closed
WTA
464
Washington Trust Advisors
Massachusetts
-$13K -225 Closed
TPCW
465
TD Private Client Wealth
New York
-$6.31K -106 Closed
TCWA
466
Ten Capital Wealth Advisors
Washington
-$5K -80 Closed
ST
467
Smithfield Trust
Pennsylvania
-$4K -60 Closed
MAM
468
Meeder Asset Management
Ohio
-$3K -50 Closed
MA
469
MUFG Americas
New York
-$3K -46 Closed
First Manhattan
470
First Manhattan
New York
-$2K -36 Closed
QC
471
Quent Capital
New York
-$2K -29 Closed
VCM
472
Versant Capital Management
Arizona
-$2K -27 Closed
HR
473
Howe & Rusling
New York
-$1K -16 Closed
SCA
474
Stonebridge Capital Advisors
Minnesota
-$1K -14 Closed
ADL
475
Asset Dedication LLC
California
+$59 +1 New