TransUnion
420 hedge funds and large institutions have $15.4B invested in TransUnion in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 156 increasing their positions, 134 reducing their positions, and 43 closing their positions.
92% more call options, than puts
Call options by funds: $42.9M | Put options by funds: $22.3M
67% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 43
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
31% more capital invested
Capital invested by funds: $11.7B → $15.4B (+$3.67B)
16% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 134
7% more funds holding
Funds holding: 393 → 420 (+27)
4.36% more ownership
Funds ownership: 97.5% → 101.86% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$430M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$316M |
| 3 |
MG
Meritage Group
San Francisco,
California
|
+$225M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$176M |
| 5 |
Parnassus Investments
San Francisco,
California
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$601M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$312M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$146M |
| 4 |
D.E. Shaw & Co
New York
|
-$39.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$37.6M |
TRU Hedge Fund Activity: Q2 2023 in Review
420 of the 6,383 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: 72 funds opened new TRU positions and 43 closed out — a net gain of 29 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 393 in Q1 2023.
- Funds reported $15.4B of TransUnion stock for Q2 2023, up 31% quarter-over-quarter.
- 72 funds opened new TransUnion positions in Q2 2023 and 43 closed out, a net change of +29 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.