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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
AWM
476
Atticus Wealth Management
Florida
$6.39K
BGAI
477
Bruce G. Allen Investments
Colorado
$6.39K +$3.25K +36 +144%
HWM
478
Hemington Wealth Management
Virginia
$6K +$6.04K +67 New
JWA
479
JFS Wealth Advisors
Pennsylvania
$5.97K +$270 +3 +6%
WB
480
Webster Bank
Connecticut
$5.86K
CIA
481
Cape Investment Advisory
Georgia
$5.86K +$5.05K +56 New
GJWM
482
Gilliland Jeter Wealth Management
Arkansas
$5.76K
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$5.76K +$902 +10 +22%
GSEP
484
Golden State Equity Partners
California
$5.65K +$4.87K +54 New
CTC
485
Central Trust Company
Missouri
$5.24K -$10.8K -120 -71%
GAM
486
Groupama Asset Management
France
$4.54K +$4.87K +54 New
T
487
Tidemark
California
$4.5K
MAM
488
Meeder Asset Management
Ohio
$4.08K -$9.56K -106 -73%
CAL
489
Capital Advisors Ltd
Ohio
$4K
FNWA
490
Financial Network Wealth Advisors
Utah
$3.87K -$1.71K -19 -34%
BIA
491
Bell Investment Advisors
California
$3.87K
AF
492
Advisornet Financial
Minnesota
$3.87K +$902 +10 +37%
MCM
493
Manchester Capital Management
Vermont
$3.46K
SPIA
494
Steward Partners Investment Advisory
New York
$3.14K
FGC
495
Financial Gravity Companies
Texas
$3.04K +$2.61K +29 New
CFO
496
CVA Family Office
Colorado
$2.83K +$1.26K +14 +108%
WPA
497
West Paces Advisors
Georgia
$2.72K
QC
498
Quent Capital
New York
$2.51K
MCM
499
MV Capital Management
Maryland
$2.2K +$1.17K +13 +163%
RCM
500
Raleigh Capital Management
North Carolina
$2.09K

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.