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TransUnion

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: 211227 (+16)

3.02% more ownership

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

33% less funds holding in top 10

Funds holding in top 10: 96 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
201
Mosaic Family Wealth
Missouri
$92K +$88.7K +1,939 New
SQA
202
Simon Quick Advisors
New Jersey
$92K +$89.2K +1,950 New
FPFS
203
First Personal Financial Services
North Carolina
$91K -$43.1K -943 -33%
BL
204
Balentine LLC
Georgia
$79K
AG
205
Advisor Group
Arizona
$73K +$12.8K +280 +22%
PCM
206
Prelude Capital Management
New York
$66K
IIC
207
Integrated Investment Consultants
Michigan
$56K +$12.2K +267 +29%
RWA
208
Ropes Wealth Advisors
Massachusetts
$48K
AIL
209
AGF Investments LLC
Ontario, Canada
$45K +$41.2K +900 New
IA
210
IFP Advisors
Florida
$34K +$21.4K +468 +193%
FHA
211
First Horizon Advisors
Tennessee
$23K +$22.5K +493 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$21K -$3.16K -69 -14%
EWM
213
Evercore Wealth Management
New York
$20K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$19K
GEA
215
Glen Eagle Advisors
New Jersey
$17.5K
PCP
216
Proficio Capital Partners
Massachusetts
$14K
HNB
217
Huntington National Bank
Ohio
$13K -$26.3K -576 -67%
PMFA
218
Plante Moran Financial Advisors
Michigan
$13K +$12.5K +274 New
LF
219
Lee Financial
Texas
$12K
TDC
220
Thompson Davis & Co
Virginia
$12K +$2.61K +57 +28%
ASN
221
Advisory Services Network
Georgia
$7K
PWM
222
Perigon Wealth Management
California
$5K +$4.57K +100 New
CCA
223
Catalyst Capital Advisors
New York
$4K
SIM
224
Sonora Investment Management
Arizona
$2.84K
QI
225
QS Investors
New York
$2K

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.