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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
CAM
576
Cresset Asset Management
Illinois
-$740K -7,065 Closed
MIS
577
Morningstar Investment Services
Illinois
-$722K -6,948 Closed
A
578
AustralianSuper
Australia
-$716K -6,841 Closed
IAIM
579
International Assets Investment Management
Florida
-$56 -5,863 Closed
NC
580
nVerses Capital
Florida
-$607K -5,800 Closed
PTC
581
Petrus Trust Company
Texas
-$553K -5,285 Closed
Lido Advisors
582
Lido Advisors
California
-$383K -3,659 Closed
SFA
583
Sequoia Financial Advisors
Ohio
-$348K -3,327 Closed
IWM
584
IHT Wealth Management
Illinois
-$317K -3,049 Closed
BWP
585
Baldwin Wealth Partners
Massachusetts
-$305K -2,910 Closed
HWAM
586
Hennion & Walsh Asset Management
New Jersey
-$280K -2,678 Closed
BW
587
Basepoint Wealth
Iowa
-$261K -2,493 Closed
AAIS
588
ABN AMRO Investment Solutions
-$237K -2,261 Closed
Capstone Investment Advisors
589
Capstone Investment Advisors
New York
-$236K -2,250 Closed
Cambridge Investment Research Advisors
590
Cambridge Investment Research Advisors
Iowa
-$234K -2,234 Closed
MMA
591
Mizuho Markets Americas
New York
-$229K -2,189 Closed
SFI
592
Siemens Fonds Invest
Germany
-$223K -2,134 Closed
MLL
593
Moody Lynn & Lieberson
Massachusetts
-$217K -2,068 Closed
APG
594
Abacus Planning Group
South Carolina
-$216K -2,062 Closed
PJSIMP
595
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$215K -2,050 Closed
CCM
596
Coldstream Capital Management
Washington
-$211K -2,016 Closed
CI
597
Cigna Investments
Connecticut
-$210K -2,009 Closed
SCA
598
Snowden Capital Advisors
New York
-$205K -1,954 Closed
BC
599
Bridgefront Capital
Texas
-$203K -1,942 Closed
FTDI
600
First Trust Direct Indexing
Massachusetts
-$203K -1,942 Closed

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.