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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
PA
201
Paragon Advisors
Texas
$1.55M -$1.79M -25,836 -57%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$1.53M +$136K +1,963 +11%
GIBU
203
Gulf International Bank (UK)
United Kingdom
$1.51M -$406K -5,867 -23%
Two Sigma Investments
204
Two Sigma Investments
New York
$1.5M +$7.61K +110 +0.6%
AB
205
Amalgamated Bank
New York
$1.47M -$176K -2,549 -12%
BCIM
206
British Columbia Investment Management
British Columbia, Canada
$1.37M +$19.9K +288 +2%
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$1.36M +$155K +2,243 +15%
DIA
208
Dana Investment Advisors
Wisconsin
$1.26M +$7.54K +109 +0.7%
SMDAM
209
Sumitomo Mitsui DS Asset Management
Japan
$1.23M -$5.74K -83 -0.5%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$1.23M +$620K +8,964 +134%
AF
211
Allworth Financial
California
$1.22M +$1.05M +15,213 +3,921%
EMPI
212
Elo Mutual Pension Insurance
Finland
$1.22M +$300K +4,341 +39%
Wealthfront Advisers
213
Wealthfront Advisers
California
$1.18M +$570K +8,235 +121%
AA
214
ALPS Advisors
Colorado
$1.18M -$254K -3,677 -20%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$1.15M -$33.1K -479 -3%
BFG
216
Bleakley Financial Group
New Jersey
$1.15M +$144K +2,080 +16%
SAM
217
Silvercrest Asset Management
New York
$1.15M -$186K -2,684 -15%
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$1.14M -$472K -6,827 -32%
RC
219
Roundview Capital
New Jersey
$1.13M -$39.5K -571 -4%
SS
220
Simplicity Solutions
Minnesota
$1.12M +$106K +1,538 +12%
AI
221
Atria Investments
North Carolina
$1.11M +$983K +14,200 New
DZ Bank
222
DZ Bank
Germany
$1.08M
Nordea Investment Management
223
Nordea Investment Management
Sweden
$1.02M
TC
224
TownSquare Capital
Utah
$1.02M +$142K +2,045 +19%
HC
225
Henshaw Capital
Massachusetts
$982K

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.