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TransUnion

561 hedge funds and large institutions have $17.8B invested in TransUnion in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 196 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 57

42% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $29.7M

9% more funds holding

Funds holding: 516561 (+45)

3% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 202

2.2% less ownership

Funds ownership: 100.67%98.47% (-2.2%)

13% less capital invested

Capital invested by funds: $20.4B → $17.8B (-$2.6B)

44% less funds holding in top 10

Funds holding in top 10: 169 (-7)

Holders
561
Holders Change
+45
Holders Change %
+8.72%
% of All Funds
7.39%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.12%
New
109
Increased
196
Reduced
202
Closed
57
Calls
$42.3M
Puts
$29.7M
Net Calls
+$12.6M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
476
Kapitalo Investimentos
Brazil
$47K +$51.4K +507 New
FFA
477
Farther Finance Advisors
California
$45K -$3.34K -33 -6%
RWS
478
Retirement Wealth Solutions
Wisconsin
$44.2K +$51.7K +510 New
LSA
479
Leonteq Securities AG
Switzerland
$44.2K +$20.4K +201 +73%
FHA
480
First Horizon Advisors
Tennessee
$43.3K -$1.62K -16 -3%
HNB
481
Huntington National Bank
Ohio
$42.1K +$17K +168 +59%
CIAM
482
Caitong International Asset Management
Hong Kong
$41.4K +$45.3K +447 New
PWA
483
Physician Wealth Advisors
Utah
$40.4K +$44.2K +436 New
ACM
484
Aster Capital Management
United Arab Emirates
$39.9K +$43.6K +430 New
VCM
485
Versant Capital Management
Arizona
$39.7K +$19.6K +193 +82%
EBA
486
Eagle Bay Advisors
New York
$38.4K -$12.6K -124 -23%
SIC
487
SJS Investment Consulting
Ohio
$34.3K
IA
488
IFP Advisors
Florida
$34.1K +$1.42K +14 +4%
GXJ
489
Global X Japan
Japan
$24.4K +$3.34K +33 +14%
HI
490
Harbour Investments
Wisconsin
$21.1K -$1.42K -14 -6%
RTC
491
Riverview Trust Company
Washington
$20.2K
PFBT
492
Parkside Financial Bank & Trust
Missouri
$19.7K -$10.5K -104 -33%
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$19.1K -$20.7K -204 -50%
CPG
494
Cornerstone Planning Group
New Jersey
$19K +$6.28K +62 +47%
CA
495
Centerpoint Advisors
Massachusetts
$18K
PTC
496
Private Trust Company
Ohio
$17.4K +$6.38K +63 +50%
SPIA
497
Steward Partners Investment Advisory
New York
$17.1K +$15.6K +154 +513%
BIG
498
Brooklyn Investment Group
New York
$15.9K +$2.53K +25 +17%
CT
499
Colonial Trust
South Carolina
$14.6K +$15.9K +157 New
MAM
500
Meeder Asset Management
Ohio
$14.4K +$11.8K +116 +297%

TRU Hedge Fund Activity: Q4 2024 in Review

561 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2024, worth a combined $17.8B — down 13% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new TRU positions and 57 closed out — a net gain of 52 holders — while 196 added to existing stakes and 202 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $235M. The largest seller was APG Asset Management, cutting an estimated $360M.

  • 561 institutional investors held TransUnion (TRU) as of Q4 2024, up from 516 in Q3 2024.
  • Funds reported $17.8B of TransUnion stock for Q4 2024, down 13% quarter-over-quarter.
  • 109 funds opened new TransUnion positions in Q4 2024 and 57 closed out, a net change of +52 holders.
  • The largest TransUnion buyer in Q4 2024 was Wellington Management Group, an estimated $235M added.
  • The largest TransUnion seller in Q4 2024 was APG Asset Management, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2024.