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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
CA
501
Clearstead Advisors
Ohio
$14.1K -$66.5K -657 -81%
ETC
502
Exchange Traded Concepts
Oklahoma
$13.8K +$15.1K +149 New
C
503
Covestor
United Kingdom
$13K -$1.01K -10 -7%
AAP
504
Arax Advisory Partners
Colorado
$12.8K +$1.22K +12 +10%
EWA
505
EverSource Wealth Advisors
Alabama
$11K +$4.66K +46 +63%
GCM
506
Gables Capital Management
Florida
$10.8K
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$6.08K +60 +109%
HI
508
Human Investing
Oregon
$10.5K +$11.4K +113 New
JWA
509
JFS Wealth Advisors
Pennsylvania
$10K +$5.17K +51 +89%
HWM
510
Hemington Wealth Management
Virginia
$10K +$4.76K +47 +70%
RTL
511
Red Tortoise LLC
Georgia
$9.46K
HIW
512
Holos Integrated Wealth
Pennsylvania
$9.46K +$10.3K +102 New
KWAG
513
Kiely Wealth Advisory Group
North Carolina
$9.37K
SSB
514
Sandy Spring Bank
Maryland
$9.18K +$10K +99 New
EPIM
515
Evelyn Partners Investment Management
$9.09K +$9.93K +98 New
PD
516
Point72 (DIFC)
United Arab Emirates
$7.75K +$8.51K +84 New
WT
517
Whittier Trust
California
$7.51K
GRP
518
Global Retirement Partners
California
$7.14K +$810 +8 +12%
BC
519
Bayforest Capital
United Kingdom
$7.14K +$7.8K +77 New
AWM
520
Atticus Wealth Management
Florida
$5.66K
BGAI
521
Bruce G. Allen Investments
Colorado
$5.66K
CIA
522
Cape Investment Advisory
Georgia
$5.28K +$101 +1 +2%
WB
523
Webster Bank
Connecticut
$5.19K
CTC
524
Central Trust Company
Missouri
$4.17K -$506 -5 -10%
CAL
525
Capital Advisors Ltd
Ohio
$4K

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.