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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
T
526
Tidemark
California
$3.99K
BIA
527
Bell Investment Advisors
California
$3.89K +$506 +5 +14%
TWD
528
True Wealth Design
Ohio
$3.62K -$43.6K -430 -92%
MCM
529
Manchester Capital Management
Vermont
$3.06K
FGC
530
Financial Gravity Companies
Texas
$2.69K
DPW
531
DiNuzzo Private Wealth
Pennsylvania
$2.6K +$912 +9 +47%
WPA
532
West Paces Advisors
Georgia
$2.41K
QC
533
Quent Capital
New York
$2.23K
SS
534
SBI Securities
Japan
$2.23K +$2.43K +24 New
GWM
535
Geneos Wealth Management
Colorado
$2.04K +$810 +8 +57%
EPIMS
536
Evelyn Partners Investment Management Services
$1.95K +$2.13K +21 New
MCM
537
MV Capital Management
Maryland
$1.67K -$304 -3 -14%
TAM
538
Tucker Asset Management
Colorado
$1.58K
AF
539
Advisornet Financial
Minnesota
$1.39K -$2.23K -22 -59%
RCM
540
Raleigh Capital Management
North Carolina
$1.39K -$506 -5 -25%
RFA
541
Reyes Financial Architecture
California
$1.39K +$1.52K +15 New
TIM
542
Tortoise Investment Management
New York
$1.3K
CFO
543
CVA Family Office
Colorado
$1.11K -$1.52K -15 -56%
MFS
544
Mattson Financial Services
Michigan
$1.05K -$1.32K -13 -57%
PWMG
545
Private Wealth Management Group
New Jersey
$1.02K
S
546
Sachetta
Massachusetts
$1.02K
CSWM
547
Cassady Schiller Wealth Management
Ohio
$1.02K +$1.11K +11 New
APW
548
Aventura Private Wealth
Florida
$927 +$1.01K +10 New
HWA
549
HHM Wealth Advisors
Tennessee
$835 +$912 +9 New
MG
550
Mather Group
Illinois
$686

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.