We are live on ! Find out more
TRU icon

TransUnion
TRU

227 hedge funds and large institutions have $8.86B invested in TransUnion in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $7.92B → $8.86B (+$949M)

8% more funds holding

Funds holding: 211 → 227 (+16)

3.02% more ownership

Funds ownership: 100.08% → 103.11% (+3%)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

57% less call options, than puts

Call options by funds: $7.66M | Put options by funds: $17.9M

Holders
227
Holders Change
+16
Holders Change %
+7.58%
% of All Funds
5.66%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
54
Increased
91
Reduced
62
Closed
35
Calls
$7.66M
Puts
$17.9M
Net Calls
-$10.3M
Net Calls Change
-$10.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$781M
2
HP
Hound Partners
New York
+$158M
3
LPC
Lone Pine Capital
Connecticut
+$157M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$130M
5
ECU
Egerton Capital (UK)
United Kingdom
+$112M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$628M
2
AI
Advent International
Massachusetts
-$549M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
JCM
Junto Capital Management
New York
-$79.3M
5
Millennium Management
Millennium Management
New York
-$51.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$874K +$288K +6,308 +52%
AAM
152
Azzad Asset Management
Virginia
$811K – – –
Canada Life
153
Canada Life
Manitoba, Canada
$800K +$130K +2,853 +20%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$793K +$189K +4,135 +33%
TAM
155
Tocqueville Asset Management
New York
$675K +$653K +14,275 New
SA
156
SpiderRock Advisors
Delaware
$631K – – –
AG
157
Aperio Group
California
$614K +$35.5K +777 +6%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$602K +$123K +2,681 +27%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$576K +$24.7K +540 +5%
RJA
160
Raymond James & Associates
Florida
$560K +$208K +4,544 +62%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$535K +$100K +2,194 +24%
LP
162
LMR Partners
United Kingdom
$529K +$512K +11,198 New
Prudential Financial
163
Prudential Financial
New Jersey
$520K +$13.7K +300 +3%
SMH
164
Sanders Morris Harris
Texas
$520K +$503K +11,000 New
EMG
165
Ellington Management Group
Connecticut
$510K +$494K +10,800 New
US Bancorp
166
US Bancorp
Minnesota
$493K +$25.5K +557 +6%
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
$488K +$468K +10,238 New
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$483K +$1.83K +40 +0.4%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$475K +$8.05K +176 +2%
BC
170
Brinker Capital
Pennsylvania
$453K +$439K +9,595 New
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$449K -$2.91M -63,613 -87%
SG Americas Securities
172
SG Americas Securities
New York
$439K +$202K +4,408 +90%
PJSIMP
173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$411K +$154K +3,370 +63%
CMBA
174
C.M. Bidwell & Associates
Hawaii
$402K +$389K +8,515 New
BCM
175
BlueCrest Capital Management
Jersey
$360K +$348K +7,620 New
5 6
7
8 9

TRU Hedge Fund Activity: Q3 2017 in Review

227 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q3 2017, worth a combined $8.86B — up 12% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new TRU positions and 35 closed out — a net gain of 19 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $781M. The largest seller was Goldman Sachs, cutting an estimated $628M.

  • 227 institutional investors held TransUnion (TRU) as of Q3 2017, up from 211 in Q2 2017.
  • Funds reported $8.86B of TransUnion stock for Q3 2017, up 12% quarter-over-quarter.
  • 54 funds opened new TransUnion positions in Q3 2017 and 35 closed out, a net change of +19 holders.
  • The largest TransUnion buyer in Q3 2017 was T. Rowe Price Associates, an estimated $781M added.
  • The largest TransUnion seller in Q3 2017 was Goldman Sachs, an estimated $628M sold.

Based on aggregated 13F filings for Q3 2017.