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TransUnion
TRU

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392 → 420 (+28)

4.47% more ownership

Funds ownership: 97.5% → 101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$430M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$316M
3
MG
Meritage Group
California
+$225M
4
Victory Capital Management
Victory Capital Management
Texas
+$176M
5
Parnassus Investments
Parnassus Investments
California
+$142M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$601M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$312M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$146M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$39.5M
5
Marshall Wace
Marshall Wace
United Kingdom
-$37.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PL
451
Perpetual Ltd
Australia
– -$217K -3,497 Closed
Group One Trading
452
Group One Trading
Illinois
– -$223K -3,230 Closed
BF
453
BOK Financial
Oklahoma
– -$193K -3,100 Closed
CCM
454
Chilton Capital Management
Texas
– -$98.8K -1,590 Closed
DGAM
455
Desjardins Global Asset Management
Quebec, Canada
– -$28K -447 Closed
IAIM
456
International Assets Investment Management
Florida
– -$5.22K -84 Closed
HT
457
Headlands Technologies
Illinois
– -$5.03K -81 Closed
QL
458
Quarry LP
New York
– -$4.66K -75 Closed
BAM
459
Belpointe Asset Management
Nevada
– -$4.41K -71 Closed
SFG
460
Steward Financial Group
Texas
– -$4K -71 Closed
SC
461
Schubert & Co
Texas
– -$2.3K -37 Closed
GFWA
462
Grey Fox Wealth Advisors
Delaware
– -$1.99K -32 Closed
TWA
463
TCI Wealth Advisors
Arizona
– -$1.43K -23 Closed
HBW
464
Hazlett, Burt & Watson
West Virginia
– -$1K -10 Closed
15 16 17 18
19

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.