TransUnion
416 hedge funds and large institutions have $14B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 72 closing their positions.
187% more call options, than puts
Call options by funds: $70.3M | Put options by funds: $24.5M
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
4.9% more ownership
Funds ownership: 99.56% → 104.46% (+4.9%)
1% more capital invested
Capital invested by funds: $13.8B → $14B (+$165M)
6% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 72
8% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 165
2% less funds holding
Funds holding: 424 → 416 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$588M |
| 2 |
Morgan Stanley
New York
|
+$552M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$364M |
| 4 |
MG
Meritage Group
San Francisco,
California
|
+$111M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$73.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$408M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$250M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$169M |
| 4 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$135M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$106M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCP
476
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$5.82K | -81 | Closed |
|
|
WTG
477
West Tower Group
Richmond,
Virginia
| – | -$4.16K | -58 | Closed |
|
478
First Manhattan
New York
| – | -$3.95K | -55 | Closed |
|
|
CCP
479
Carmel Capital Partners
San Diego,
California
| – | -$1.44K | -20 | Closed |
|
|
WT
480
Washington Trust
Westerly,
Rhode Island
| – | -$1.29K | -18 | Closed |
|
|
BAM
481
Bellevue Asset Management
Bellevue,
Washington
| – | -$1.08K | -15 | Closed |
|
|
CSPIA
482
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$718 | -10 | Closed |
|
|
WWM
483
Wolff Wiese Magana
Carslbad,
California
| – | -$718 | -10 | Closed |
|
|
ZB
484
Zions Bancorporation
Salt Lake City,
Utah
| – | -$646 | -9 | Closed |
|
|
ANBT
485
American National Bank & Trust
Wichita Falls,
Texas
| – | -$431 | -6 | Closed |
|
|
HI
486
Harbour Investments
Madison,
Wisconsin
| – | -$359 | -5 | Closed |
|
|
CA
487
Crewe Advisors
Salt Lake City,
Utah
| – | -$144 | -2 | Closed |
|
|
SSG
488
Summit Securities Group
New York
| – | +$61 | +1 | New |
|
TRU Hedge Fund Activity: Q4 2023 in Review
416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2023, worth a combined $14B — up 1.2% from $13.8B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of TRU and 68 opened new positions — a net loss of 4 holders — while 165 trimmed existing stakes and 152 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $588M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $408M.
- 416 institutional investors held TransUnion (TRU) as of Q4 2023, down from 424 in Q3 2023.
- Funds reported $14B of TransUnion stock for Q4 2023, up 1.2% quarter-over-quarter.
- 68 funds opened new TransUnion positions in Q4 2023 and 72 closed out, a net change of -4 holders.
- The largest TransUnion buyer in Q4 2023 was Capital International Investors, an estimated $588M added.
- The largest TransUnion seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $408M sold.
Based on aggregated 13F filings for Q4 2023.