We are live on ! Find out more
TRU icon

TransUnion

432 hedge funds and large institutions have $15.8B invested in TransUnion in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 172 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $21.1M

44% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 43

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

13% more capital invested

Capital invested by funds: $14B → $15.8B (+$1.81B)

4% more funds holding

Funds holding: 416432 (+16)

2.15% less ownership

Funds ownership: 104.46%102.31% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 172

Holders
432
Holders Change
+16
Holders Change %
+3.85%
% of All Funds
6.22%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
62
Increased
153
Reduced
172
Closed
43
Calls
$48.9M
Puts
$21.1M
Net Calls
+$27.8M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B -$9.33M -127,276 -0.7%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$987M +$391M +5,332,270 +76%
BlackRock
3
BlackRock
New York
$750M -$4.46M -60,824 -0.6%
Capital International Investors
4
Capital International Investors
California
$718M -$48.1M -655,959 -7%
IFP
5
Independent Franchise Partners
United Kingdom
$613M -$16.3M -222,904 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$579M -$33.5M -456,534 -6%
Morgan Stanley
7
Morgan Stanley
New York
$579M -$494M -6,737,816 -48%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$539M +$169M +2,306,596 +52%
APG Asset Management
9
APG Asset Management
Netherlands
$511M +$14M +190,363 +3%
FCM
10
Farallon Capital Management
California
$507M -$203M -2,771,700 -30%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$424M -$87.5M -1,194,400 -18%
VanEck Associates
12
VanEck Associates
New York
$424M +$41.9M +572,121 +12%
MG
13
Meritage Group
California
$411M +$8.58M +117,086 +2%
Bessemer Group
14
Bessemer Group
New Jersey
$364M +$7.54M +102,841 +2%
State Street
15
State Street
Massachusetts
$343M +$5.15M +70,250 +2%
BI
16
BlueSpruce Investments
Illinois
$296M -$172M -2,347,747 -39%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$263M -$21.1M -288,047 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$233M +$7.71M +105,200 +4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$225M +$8.29M +113,124 +4%
Victory Capital Management
20
Victory Capital Management
Texas
$223M -$8.1M -110,504 -4%
Citadel Advisors
21
Citadel Advisors
Florida
$199M +$47.7M +651,272 +35%
Franklin Resources
22
Franklin Resources
California
$189M +$2.53M +34,561 +1%
PIM
23
Platinum Investment Management
Australia
$161M +$15.2M +207,256 +11%
Millennium Management
24
Millennium Management
New York
$158M +$145M +1,975,906 New
CIM
25
CCLA Investment Management
United Kingdom
$153M +$143M +1,945,340 +104,814%

TRU Hedge Fund Activity: Q1 2024 in Review

432 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TransUnion (TRU) for Q1 2024, worth a combined $15.8B — up 13% from $14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TRU positions and 43 closed out — a net gain of 19 holders — while 153 added to existing stakes and 172 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $391M. The largest seller was Morgan Stanley, cutting an estimated $494M.

  • 432 institutional investors held TransUnion (TRU) as of Q1 2024, up from 416 in Q4 2023.
  • Funds reported $15.8B of TransUnion stock for Q1 2024, up 13% quarter-over-quarter.
  • 62 funds opened new TransUnion positions in Q1 2024 and 43 closed out, a net change of +19 holders.
  • The largest TransUnion buyer in Q1 2024 was Massachusetts Financial Services, an estimated $391M added.
  • The largest TransUnion seller in Q1 2024 was Morgan Stanley, an estimated $494M sold.

Based on aggregated 13F filings for Q1 2024.