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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
P2P
126
Phase 2 Partners
California
$7.77M -$2.84M -41,022 -29%
ZAM
127
Zevin Asset Management
Massachusetts
$7.74M +$151K +2,187 +2%
Stifel Financial
128
Stifel Financial
Missouri
$7.56M -$626K -9,048 -9%
AllianceBernstein
129
AllianceBernstein
Tennessee
$7.32M +$1.23M +17,781 +24%
MSV
130
MN Services Vermogensbeheer
Netherlands
$7.2M -$415K -6,000 -6%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.85M -$574K -8,291 -9%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$6.79M -$6.57K -95 -0.1%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$6.71M +$4.45M +64,260 +298%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$6.58M -$140K -2,024 -2%
TAMH
135
Taikang Asset Management (HK)
Hong Kong
$6.56M -$740K -10,689 -50%
Nomura Asset Management
136
Nomura Asset Management
Japan
$6.48M +$2.5M +36,134 +78%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$6.21M +$3.32M +47,915 +149%
Asset Management One
138
Asset Management One
Japan
$5.95M -$107K -1,544 -2%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$5.84M +$505K +7,297 +11%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$5.52M -$199K -2,874 -4%
SAM
141
Storebrand Asset Management
Norway
$5.47M +$180K +2,607 +4%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$5.38M -$392K -5,663 -8%
GIA
143
Gateway Investment Advisers
Ohio
$5.38M +$112K +1,618 +2%
Corient Private Wealth
144
Corient Private Wealth
Florida
$5.01M -$114K -1,644 -3%
RRAM
145
River Road Asset Management
Kentucky
$5.01M -$3.9M -56,366 -47%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$4.9M +$100K +1,450 +2%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$4.83M -$349K -5,048 -8%
KBC Group
148
KBC Group
Belgium
$4.78M -$1.47M -21,211 -26%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$4.76M +$307K +4,433 +8%
KA
150
Kerrisdale Advisers
Florida
$4.75M +$4.2M +60,652 New

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.