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TransUnion

328 hedge funds and large institutions have $10.7B invested in TransUnion in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 131 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2.14% more ownership

Funds ownership: 100.27%102.41% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 131

10% less funds holding

Funds holding: 365328 (-37)

22% less capital invested

Capital invested by funds: $13.6B → $10.7B (-$2.95B)

42% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 78

69% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $4.17M

Holders
328
Holders Change
-37
Holders Change %
-10.14%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
45
Increased
120
Reduced
131
Closed
78
Calls
$1.29M
Puts
$4.17M
Net Calls
-$2.88M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.72B +$52.7M +824,704 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$904M +$7.36M +115,171 +0.7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$809M +$68.3M +1,068,270 +8%
BlackRock
4
BlackRock
New York
$578M +$5.06M +79,111 +0.8%
LPC
5
Lone Pine Capital
Connecticut
$575M +$19.5M +305,570 +3%
ACM
6
Atlanta Capital Management
Georgia
$500M +$38.8M +606,359 +7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$384M -$151M -2,360,790 -26%
Principal Financial Group
8
Principal Financial Group
Iowa
$314M +$1.41M +22,053 +0.4%
FCM
9
Farallon Capital Management
California
$299M +$118M +1,841,128 +54%
ECU
10
Egerton Capital (UK)
United Kingdom
$260M +$75.1M +1,174,121 +34%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$206M +$21.4M +334,795 +10%
State Street
12
State Street
Massachusetts
$197M +$7.13M +111,548 +3%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$194M +$74.3M +1,161,718 +51%
BI
14
BlueSpruce Investments
Illinois
$185M +$208M +3,255,393 New
Artisan Partners
15
Artisan Partners
Wisconsin
$160M -$19.9M -311,471 -10%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$160M -$10.8M -169,507 -6%
TCM
17
TimesSquare Capital Management
New York
$141M -$67.8M -1,060,950 -30%
Norges Bank
18
Norges Bank
Norway
$132M +$8.3M +129,879 +6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M +$64.3M +1,005,563 +80%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$127M +$12.6M +197,764 +10%
WRF
21
Waddell & Reed Financial
Kansas
$98.2M -$1.12M -17,594 -1%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$96.7M +$12.1M +188,804 +12%
EAM
23
Eagle Asset Management
Florida
$92.1M -$10.8M -168,809 -9%
TG
24
TCW Group
California
$90.5M -$3.31M -51,699 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$88.2M -$3.44M -53,867 -3%

TRU Hedge Fund Activity: Q4 2018 in Review

328 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2018, worth a combined $10.7B — down 22% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of TRU and 45 opened new positions — a net loss of 33 holders — while 131 trimmed existing stakes and 120 added.

The largest buyer was BlueSpruce Investments, opening a new position worth an estimated $208M. The largest seller was Fidelity Investments, cutting an estimated $151M.

  • 328 institutional investors held TransUnion (TRU) as of Q4 2018, down from 365 in Q3 2018.
  • Funds reported $10.7B of TransUnion stock for Q4 2018, down 22% quarter-over-quarter.
  • 45 funds opened new TransUnion positions in Q4 2018 and 78 closed out, a net change of -33 holders.
  • The largest TransUnion buyer in Q4 2018 was BlueSpruce Investments, an estimated $208M added.
  • The largest TransUnion seller in Q4 2018 was Fidelity Investments, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2018.