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TransUnion
TRU

175 hedge funds and large institutions have $5.6B invested in TransUnion in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

1% more funds holding

Funds holding: 173 → 175 (+2)

0.43% more ownership

Funds ownership: 98.55% → 98.98% (+0.43%)

10% less capital invested

Capital invested by funds: $6.21B → $5.6B (-$610M)

Holders
175
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
4.38%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
42
Increased
70
Reduced
50
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$41.3M
3
IFP
Independent Franchise Partners
United Kingdom
+$40.3M
4
ACM
Atlanta Capital Management
Georgia
+$40.1M
5
ESCM
Echo Street Capital Management
New York
+$30.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$151M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$48.4M
3
LCM
Laurion Capital Management
New York
-$43.9M
4
VNIM
Vaughan Nelson Investment Management
Texas
-$31M
5
O
OppenheimerFunds
New York
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
201
Numeric Investors
Massachusetts
– -$290K -8,400 Closed
HighTower Advisors
202
HighTower Advisors
Illinois
– -$279K -8,048 Closed
TSS
203
Two Sigma Securities
New York
– -$232K -6,711 Closed
AGM
204
Alpine Global Management
New York
– -$204K -5,900 Closed
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
– -$202K -5,849 Closed
CCMH
206
Cornerstone Capital Management Holdings
New York
– -$188K -5,466 Closed
SG Americas Securities
207
SG Americas Securities
New York
– -$117K -3,384 Closed
IGIM
208
I.G. Investment Management
Manitoba, Canada
– -$85K -2,461 Closed
RP
209
Raiff Partners
New York
– -$35K -1,000 Closed
CCA
210
Catalyst Capital Advisors
New York
– -$6K -162 Closed
CFG
211
Citizens Financial Group
Rhode Island
– -$3K -76 Closed
5 6 7 8
9

TRU Hedge Fund Activity: Q4 2016 in Review

175 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2016, worth a combined $5.6B — down 9.8% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TRU positions and 37 closed out — a net gain of 5 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $76.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $151M sold.

  • 175 institutional investors held TransUnion (TRU) as of Q4 2016, up from 173 in Q3 2016.
  • Funds reported $5.6B of TransUnion stock for Q4 2016, down 9.8% quarter-over-quarter.
  • 42 funds opened new TransUnion positions in Q4 2016 and 37 closed out, a net change of +5 holders.
  • The largest TransUnion buyer in Q4 2016 was Wellington Management Group, an estimated $76.5M added.
  • The largest TransUnion seller in Q4 2016 was Capital World Investors, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2016.