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TransUnion

420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $22.3M

70% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 43

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $11.7B → $15.4B (+$3.68B)

16% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 134

7% more funds holding

Funds holding: 392420 (+28)

4.47% more ownership

Funds ownership: 97.5%101.97% (+4.5%)

Holders
420
Holders Change
+28
Holders Change %
+7.14%
% of All Funds
6.59%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
73
Increased
156
Reduced
134
Closed
43
Calls
$42.9M
Puts
$22.3M
Net Calls
+$20.6M
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$12.2M +$7.56M +109,238 +232%
Fuller & Thaler Asset Management
102
Fuller & Thaler Asset Management
California
$12M +$74.1K +1,071 +0.7%
HV
103
HST Ventures
Utah
$11.7M -$7.43M -107,417 -42%
BFS
104
Bradley Foster & Sargent
Connecticut
$11.4M +$469K +6,785 +5%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$11.4M +$1.78M +25,769 +22%
NP
106
NS Partners
United Kingdom
$11.2M -$84K -1,214 -0.8%
TC
107
TwinBeech Capital
New York
$11.1M -$6.35M -91,793 -39%
Citigroup
108
Citigroup
New York
$11M -$520K -7,515 -5%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$10.7M +$245K +3,544 +3%
SEI Investments
110
SEI Investments
Pennsylvania
$10.3M -$441K -6,379 -5%
CCM
111
Candlestick Capital Management
Connecticut
$9.79M +$8.65M +125,000 New
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$9.69M +$675K +9,749 +9%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$9.67M -$8.32M -120,289 -49%
Marshall Wace
114
Marshall Wace
United Kingdom
$9.58M -$37.6M -543,851 -82%
Loomis, Sayles & Company
115
Loomis, Sayles & Company
Massachusetts
$9.28M +$8.19M +118,429 New
IPAM
116
ICICI Prudential Asset Management
India
$8.88M
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$8.75M
PAMP
118
Polar Asset Management Partners
Ontario, Canada
$8.58M -$19.3M -278,500 -72%
US Bancorp
119
US Bancorp
Minnesota
$8.56M -$2.09M -30,147 -22%
Holocene Advisors
120
Holocene Advisors
New York
$8.32M +$4.68M +67,628 +175%
IGM
121
Incline Global Management
New York
$8.1M +$1.56M +22,542 +28%
MG
122
Markel Group
Virginia
$7.92M
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$7.88M -$108K -1,558 -2%
HBCM
124
Heron Bay Capital Management
Michigan
$7.84M +$6.93M +100,105 New
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$7.79M +$234K +3,385 +4%

TRU Hedge Fund Activity: Q2 2023 in Review

420 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2023, worth a combined $15.4B — up 31% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new TRU positions and 43 closed out — a net gain of 30 holders — while 156 added to existing stakes and 134 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $601M.

  • 420 institutional investors held TransUnion (TRU) as of Q2 2023, up from 392 in Q1 2023.
  • Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
  • 73 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +30 holders.
  • The largest TransUnion buyer in Q2 2023 was Fidelity Investments, an estimated $430M added.
  • The largest TransUnion seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $601M sold.

Based on aggregated 13F filings for Q2 2023.