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TransUnion

419 hedge funds and large institutions have $16B invested in TransUnion in 2019 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 162 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

32% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 123

11% more funds holding

Funds holding: 378419 (+41)

6% more capital invested

Capital invested by funds: $15.2B → $16B (+$852M)

0.19% less ownership

Funds ownership: 99.47%99.28% (-0.19%)

2% less call options, than puts

Call options by funds: $2M | Put options by funds: $2.05M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
419
Holders Change
+41
Holders Change %
+10.85%
% of All Funds
8.26%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.22%
New
80
Increased
162
Reduced
123
Closed
30
Calls
$2M
Puts
$2.05M
Net Calls
-$47K
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.6B -$69.2M -831,132 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.46B +$16.8M +201,918 +1%
BlackRock
3
BlackRock
New York
$1.35B +$71M +852,212 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$943M -$147M -1,770,557 -14%
ACM
5
Atlanta Capital Management
Georgia
$737M -$3.01M -36,147 -0.4%
Principal Financial Group
6
Principal Financial Group
Iowa
$436M -$18.6M -223,272 -4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$410M +$34.9M +418,899 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$373M -$22.9M -275,083 -6%
State Street
9
State Street
Massachusetts
$331M +$4.01M +48,193 +1%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$246M -$13.3M -159,697 -5%
IFP
11
Independent Franchise Partners
United Kingdom
$228M -$42.6M -511,395 -16%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$218M -$45.1M -540,939 -18%
TCM
13
TimesSquare Capital Management
New York
$195M -$14.6M -175,795 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$193M -$45.1M -541,747 -19%
Artisan Partners
15
Artisan Partners
Wisconsin
$193M -$43.3M -520,081 -19%
WRF
16
Waddell & Reed Financial
Kansas
$169M -$6.33M -75,994 -4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$160M +$24.7M +296,732 +19%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$158M +$7.89M +94,786 +5%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$155M +$1.61M +19,331 +1%
TG
20
TCW Group
California
$153M +$1.28M +15,384 +0.9%
Norges Bank
21
Norges Bank
Norway
$152M
Neuberger Berman Group
22
Neuberger Berman Group
New York
$152M -$704K -8,452 -0.5%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$147M +$960K +11,521 +0.7%
EAM
24
Eagle Asset Management
Florida
$144M +$1.78M +21,373 +1%
BAMCO Inc
25
BAMCO Inc
New York
$140M +$276K +3,308 +0.2%

TRU Hedge Fund Activity: Q4 2019 in Review

419 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2019, worth a combined $16B — up 5.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new TRU positions and 30 closed out — a net gain of 50 holders — while 162 added to existing stakes and 123 trimmed.

The largest buyer was BlackRock, adding an estimated $71M. The largest seller was Wellington Management Group, cutting an estimated $147M.

  • 419 institutional investors held TransUnion (TRU) as of Q4 2019, up from 378 in Q3 2019.
  • Funds reported $16B of TransUnion stock for Q4 2019, up 5.6% quarter-over-quarter.
  • 80 funds opened new TransUnion positions in Q4 2019 and 30 closed out, a net change of +50 holders.
  • The largest TransUnion buyer in Q4 2019 was BlackRock, an estimated $71M added.
  • The largest TransUnion seller in Q4 2019 was Wellington Management Group, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2019.