TransUnion
TRU
430 hedge funds and large institutions have $15.1B invested in TransUnion in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 174 reducing their positions, and 70 closing their positions.
102% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $6.13M
0.11% more ownership
Funds ownership: 97.89% → 98% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
6% less funds holding
Funds holding: 459 → 430 (-29)
19% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 174
22% less capital invested
Capital invested by funds: $19.3B → $15.1B (-$4.26B)
26% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$726M |
| 2 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
+$281M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$150M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$110M |
| 5 |
VanEck Associates
New York
|
+$95.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$245M |
| 2 |
BlackRock
New York
|
-$222M |
| 3 |
Millennium Management
New York
|
-$109M |
| 4 |
Select Equity Group
New York
|
-$81.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$75.5M |
TRU Hedge Fund Activity: Q2 2022 in Review
430 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q2 2022, worth a combined $15.1B — down 22% from $19.3B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of TRU and 52 opened new positions — a net loss of 18 holders — while 174 trimmed existing stakes and 141 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $726M. The largest seller was Artisan Partners, exiting entirely with an estimated $245M sold.
- 430 institutional investors held TransUnion (TRU) as of Q2 2022, down from 459 in Q1 2022.
- Funds reported $15.1B of TransUnion stock for Q2 2022, down 22% quarter-over-quarter.
- 52 funds opened new TransUnion positions in Q2 2022 and 70 closed out, a net change of -18 holders.
- The largest TransUnion buyer in Q2 2022 was T. Rowe Price Associates, an estimated $726M added.
- The largest TransUnion seller in Q2 2022 was Artisan Partners, an estimated $245M sold.
Based on aggregated 13F filings for Q2 2022.