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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
TIM
451
Tortoise Investment Management
New York
$1.56K
CFB
452
Cullen/Frost Bankers
Texas
$1.48K
RCM
453
Raleigh Capital Management
North Carolina
$1.48K
ZB
454
Zions Bancorporation
Utah
$1.48K +$1.49K +20 New
DPW
455
DiNuzzo Private Wealth
Pennsylvania
$1.41K +$298 +4 +27%
TWP
456
Triad Wealth Partners
Kansas
$1.26K +$1.27K +17 New
TAM
457
Tucker Asset Management
Colorado
$1.26K +$1.27K +17 New
FG
458
Fairman Group
Pennsylvania
$1.11K
S
459
Sachetta
Massachusetts
$989 +$821 +11 New
CFO
460
CVA Family Office
Colorado
$964 +$970 +13 New
PWMG
461
Private Wealth Management Group
New Jersey
$742
TWD
462
True Wealth Design
Ohio
$742 +$224 +3 +43%
CFGS
463
Concourse Financial Group Securities
Alabama
$667 -$1.27K -17 -65%
VCM
464
Versant Capital Management
Arizona
$667
MCM
465
MV Capital Management
Maryland
$594 +$75 +1 +14%
MG
466
Mather Group
Illinois
$591
HIA
467
Harbor Investment Advisory
Maryland
$148 +$149 +2 New
DWM
468
Dogwood Wealth Management
Kansas
$2
UE
469
Unisphere Establishment
Liechtenstein
-$133M -1,669,500 Closed
Boston Partners
470
Boston Partners
Massachusetts
-$87.6M -1,098,414 Closed
Squarepoint
471
Squarepoint
New York
-$23.7M -296,707 Closed
CM
472
Crestline Management
Texas
-$7.5M -93,979 Closed
D.E. Shaw & Co
473
D.E. Shaw & Co
New York
-$1.5M -18,745 Closed
SM
474
Sciencast Management
New Jersey
-$1.06M -13,302 Closed
PL
475
Polianta Ltd
Jersey
-$997K -12,500 Closed

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.