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TransUnion

435 hedge funds and large institutions have $16.7B invested in TransUnion in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $7.97M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0.69% less ownership

Funds ownership: 98.35%97.66% (-0.69%)

5% less funds holding

Funds holding: 457435 (-22)

10% less capital invested

Capital invested by funds: $18.6B → $16.7B (-$1.89B)

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

Holders
435
Holders Change
-22
Holders Change %
-4.81%
% of All Funds
7.64%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
58
Increased
161
Reduced
154
Closed
76
Calls
$22.4M
Puts
$7.97M
Net Calls
+$14.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
476
Zions Bancorporation
Utah
-$257K -2,590 Closed
MC
477
Maverick Capital
Texas
-$243K -2,452 Closed
CAM
478
Cresset Asset Management
Illinois
-$242K -2,438 Closed
BRWA
479
B. Riley Wealth Advisors
Florida
-$233K -2,340 Closed
RJT
480
Raymond James Trust
Florida
-$232K -2,333 Closed
BC
481
Bridgefront Capital
Texas
-$218K -2,199 Closed
CA
482
Cortland Associates
Missouri
-$214K -2,154 Closed
DILIC
483
Dai-ichi Life Insurance Company
Japan
-$210K -2,115 Closed
GC
484
Gilbert & Cook
Iowa
-$204K -2,067 Closed
Cerity Partners
485
Cerity Partners
New York
-$204K -2,054 Closed
RWA
486
Ropes Wealth Advisors
Massachusetts
-$137K -1,376 Closed
VAIA
487
Virtus Alternative Investment Advisers
Connecticut
-$133K -1,345 Closed
Parallax Volatility Advisers
488
Parallax Volatility Advisers
California
-$74K -747 Closed
DWA
489
Dougherty Wealth Advisers
Minnesota
-$55K -555 Closed
ASN
490
Advisory Services Network
Georgia
-$55K -552 Closed
CWC
491
Carolinas Wealth Consulting
North Carolina
-$53K -531 Closed
CAAS
492
Capital Asset Advisory Services
Michigan
-$52K -521 Closed
UOTTAIMCU
493
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$50K -504 Closed
CDIA
494
Capital Directions Investment Advisors
Georgia
-$38K -381 Closed
PWM
495
Perigon Wealth Management
California
-$37K -368 Closed
CFB
496
Cullen/Frost Bankers
Texas
-$35K -357 Closed
SOADOR
497
State of Alaska Department of Revenue
Alaska
-$25K -254 Closed
BBHC
498
Brown Brothers Harriman & Co
New York
-$15K -150 Closed
EWA
499
Evolution Wealth Advisors
Florida
-$15K -150 Closed
CCA
500
Childress Capital Advisors
Texas
-$14K -142 Closed

TRU Hedge Fund Activity: Q1 2021 in Review

435 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2021, worth a combined $16.7B — down 10% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TRU and 58 opened new positions — a net loss of 18 holders — while 154 trimmed existing stakes and 161 added.

The largest buyer was Wellington Management Group, adding an estimated $169M. The largest seller was Findlay Park Partners, exiting entirely with an estimated $347M sold.

  • 435 institutional investors held TransUnion (TRU) as of Q1 2021, down from 457 in Q4 2020.
  • Funds reported $16.7B of TransUnion stock for Q1 2021, down 10% quarter-over-quarter.
  • 58 funds opened new TransUnion positions in Q1 2021 and 76 closed out, a net change of -18 holders.
  • The largest TransUnion buyer in Q1 2021 was Wellington Management Group, an estimated $169M added.
  • The largest TransUnion seller in Q1 2021 was Findlay Park Partners, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2021.