TransUnion
417 hedge funds and large institutions have $13.6B invested in TransUnion in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 153 increasing their positions, 164 reducing their positions, and 72 closing their positions.
187% more call options, than puts
Call options by funds: $70.3M | Put options by funds: $24.5M
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
2% more ownership
Funds ownership: 99.56% → 101.57% (+2%)
2% less capital invested
Capital invested by funds: $13.8B → $13.6B (-$215M)
6% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 72
7% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 164
2% less funds holding
Funds holding: 425 → 417 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$588M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$364M |
| 3 |
Morgan Stanley
New York
|
+$126M |
| 4 |
MG
Meritage Group
San Francisco,
California
|
+$111M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$73.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$408M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$250M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$169M |
| 4 |
BI
BlueSpruce Investments
Chicago,
Illinois
|
-$135M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$106M |
TRU Hedge Fund Activity: Q4 2023 in Review
417 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q4 2023, worth a combined $13.6B — down 1.6% from $13.8B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of TRU and 68 opened new positions — a net loss of 4 holders — while 164 trimmed existing stakes and 153 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $588M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $408M.
- 417 institutional investors held TransUnion (TRU) as of Q4 2023, down from 425 in Q3 2023.
- Funds reported $13.6B of TransUnion stock for Q4 2023, down 1.6% quarter-over-quarter.
- 68 funds opened new TransUnion positions in Q4 2023 and 72 closed out, a net change of -4 holders.
- The largest TransUnion buyer in Q4 2023 was Capital International Investors, an estimated $588M added.
- The largest TransUnion seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $408M sold.
Based on aggregated 13F filings for Q4 2023.