TransUnion
458 hedge funds and large institutions have $19B invested in TransUnion in 2022 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 176 reducing their positions, and 64 closing their positions.
0.04% less ownership
Funds ownership: 97.94% → 97.91% (-0.04%)
5% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 176
3% less funds holding
Funds holding: 470 → 458 (-12)
11% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $13.8M
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
13% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 64
14% less capital invested
Capital invested by funds: $22.1B → $19B (-$3.12B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$406M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$345M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$164M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$136M |
| 5 |
PCM
Palestra Capital Management
New York
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$271M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$270M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$209M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$154M |
| 5 |
JCM
Junto Capital Management
New York
|
-$124M |
TRU Hedge Fund Activity: Q1 2022 in Review
458 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2022, worth a combined $19B — down 14% from $22.1B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of TRU and 56 opened new positions — a net loss of 8 holders — while 176 trimmed existing stakes and 168 added.
The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $406M. The largest seller was BlackRock, cutting an estimated $271M.
- 458 institutional investors held TransUnion (TRU) as of Q1 2022, down from 470 in Q4 2021.
- Funds reported $19B of TransUnion stock for Q1 2022, down 14% quarter-over-quarter.
- 56 funds opened new TransUnion positions in Q1 2022 and 64 closed out, a net change of -8 holders.
- The largest TransUnion buyer in Q1 2022 was Independent Franchise Partners, an estimated $406M added.
- The largest TransUnion seller in Q1 2022 was BlackRock, an estimated $271M sold.
Based on aggregated 13F filings for Q1 2022.