TransUnion
432 hedge funds and large institutions have $15.8B invested in TransUnion in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 172 reducing their positions, and 43 closing their positions.
132% more call options, than puts
Call options by funds: $48.9M | Put options by funds: $21.1M
44% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 43
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
13% more capital invested
Capital invested by funds: $14B → $15.8B (+$1.81B)
4% more funds holding
Funds holding: 416 → 432 (+16)
2.15% less ownership
Funds ownership: 104.46% → 102.31% (-2.2%)
11% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$391M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$169M |
| 3 |
Millennium Management
New York
|
+$145M |
| 4 |
CIM
CCLA Investment Management
London,
United Kingdom
|
+$143M |
| 5 |
TP
Theleme Partners
London,
United Kingdom
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$494M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$203M |
| 3 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$172M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$87.5M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$73.4M |
TRU Hedge Fund Activity: Q1 2024 in Review
432 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2024, worth a combined $15.8B — up 13% from $14B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new TRU positions and 43 closed out — a net gain of 19 holders — while 153 added to existing stakes and 172 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $391M. The largest seller was Morgan Stanley, cutting an estimated $494M.
- 432 institutional investors held TransUnion (TRU) as of Q1 2024, up from 416 in Q4 2023.
- Funds reported $15.8B of TransUnion stock for Q1 2024, up 13% quarter-over-quarter.
- 62 funds opened new TransUnion positions in Q1 2024 and 43 closed out, a net change of +19 holders.
- The largest TransUnion buyer in Q1 2024 was Massachusetts Financial Services, an estimated $391M added.
- The largest TransUnion seller in Q1 2024 was Morgan Stanley, an estimated $494M sold.
Based on aggregated 13F filings for Q1 2024.