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TransUnion

516 hedge funds and large institutions have $20.4B invested in TransUnion in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 52

100% more call options, than puts

Call options by funds: $109M | Put options by funds: $54.6M

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

42% more capital invested

Capital invested by funds: $14.3B → $20.4B (+$6.04B)

26% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 156

10% more funds holding

Funds holding: 468516 (+48)

0.95% more ownership

Funds ownership: 99.73%100.67% (+0.95%)

Holders
516
Holders Change
+48
Holders Change %
+10.26%
% of All Funds
7.41%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
105
Increased
196
Reduced
156
Closed
52
Calls
$109M
Puts
$54.6M
Net Calls
+$54.8M
Net Calls Change
+$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
451
Leonteq Securities AG
Switzerland
$28.9K +$24.9K +276 New
Lazard Asset Management
452
Lazard Asset Management
New York
$26K +$1.35K +15 +6%
VWM
453
Venturi Wealth Management
Texas
$25.3K +$4.15K +46 +23%
HI
454
Harbour Investments
Wisconsin
$25.3K +$21.8K +242 New
VCM
455
Versant Capital Management
Arizona
$24.6K +$20.4K +226 +2,511%
NB
456
NBT Bank
New York
$24.2K +$20.8K +231 New
GXJ
457
Global X Japan
Japan
$24.1K -$8.29K -92 -29%
RTC
458
Riverview Trust Company
Washington
$22.8K +$541 +6 +3%
BLC
459
Brown, Lisle/Cummings
Rhode Island
$20.9K -$38.3K -425 -68%
CCA
460
Catalyst Capital Advisors
New York
$20.8K +$17.9K +199 New
CA
461
Centerpoint Advisors
Massachusetts
$20K -$3.7K -41 -18%
BIG
462
Brooklyn Investment Group
New York
$15.4K +$13.3K +147 New
C
463
Covestor
United Kingdom
$15K +$90 +1 +0.7%
CPG
464
Cornerstone Planning Group
New Jersey
$13.5K +$11.9K +132 New
AAP
465
Arax Advisory Partners
Colorado
$13.2K +$2.61K +29 +30%
PTC
466
Private Trust Company
Ohio
$13.1K +$2.25K +25 +25%
GCM
467
Gables Capital Management
Florida
$12.1K +$10.5K +116 New
RTL
468
Red Tortoise LLC
Georgia
$10.7K
KWAG
469
Kiely Wealth Advisory Group
North Carolina
$10.2K
ATS
470
Ashton Thomas Securities
New York
$9.53K +$8.2K +91 New
TPCW
471
TD Private Client Wealth
New York
$8.79K +$7.57K +84 New
WT
472
Whittier Trust
California
$8.48K -$15.2K -169 -68%
EWA
473
EverSource Wealth Advisors
Alabama
$7.64K +$2.61K +29 +66%
HPC
474
HM Payson & Co
Maine
$7.22K +$6.22K +69 New
GRP
475
Global Retirement Partners
California
$7.22K +$1.98K +22 +47%

TRU Hedge Fund Activity: Q3 2024 in Review

516 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2024, worth a combined $20.4B — up 42% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new TRU positions and 52 closed out — a net gain of 53 holders — while 196 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $309M. The largest seller was Capital International Investors, cutting an estimated $305M.

  • 516 institutional investors held TransUnion (TRU) as of Q3 2024, up from 468 in Q2 2024.
  • Funds reported $20.4B of TransUnion stock for Q3 2024, up 42% quarter-over-quarter.
  • 105 funds opened new TransUnion positions in Q3 2024 and 52 closed out, a net change of +53 holders.
  • The largest TransUnion buyer in Q3 2024 was Fidelity Investments, an estimated $309M added.
  • The largest TransUnion seller in Q3 2024 was Capital International Investors, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2024.