Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRANSUNION (TRU)

561 + Investors. Track Smart Money conviction in TRU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — TRU

Based on 548 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TRU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
548 hedge funds hold TRU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

304 buying275 selling
Last quarter: 304 funds bought or added vs 275 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new TRU position: 77 → 70 → 96 → 109. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 18% medium ■ 25% new
313 out of 548 hedge funds have held TRU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

95 → 77 → 70 → 96 → 109 new funds/Q
New funds entering each quarter: 77 → 70 → 96 → 109. A growing number of institutions are discovering TRU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 11% 1-2yr ■ 27% new
Of 561 current holders: 343 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
45 of 548 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in TRU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TRU

How many hedge funds hold TRU — quarterly history vs. share price
Quarterly hedge fund ownership of TRU vs. share price

Market Analysis: TRU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TRU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 8 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: TRU
2026 Q1 Stats Unlock in 11 days 561 + Investors

Track Smart Money conviction in TRU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 561 533 5.25%
13F Shares 203M 210M -3.54%
Total Value $17.30B $17.43B -0.77%
New Positions 109 96 +13
Increased Positions 206 219 -13
Closed Positions 82 83 -1
Reduced Positions 219 184 +35
Total Calls 10 11 -9.09%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 0.6 0.73 Bullish

Statistics: TRU

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

561 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TRU. Verified SEC 13F-HR filings.

Top 25 institutional holders of TRU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marathon Asset Management Ltd 1.51% 569,292 $39.4M
2 THREADGILL FINANCIAL, LLC 1.23% 61,261 $4.2M
3 MANNING & NAPIER ADVISORS LLC 1.23% 1,257,357 $87.0M
4 ZEVIN ASSET MANAGEMENT LLC 1.06% 110,634 $7.7M
5 Worthington Financial Partners, LLC 0.73% 12,322 $853K
6 TOTH FINANCIAL ADVISORY CORP 0.68% 89,226 $6.2M
7 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.66% 2,891,187 $200.0M
8 HOMESTEAD ADVISERS CORP 0.65% 350,213 $24.1M
9 Ninety One UK Ltd 0.57% 3,547,743 $245.5M
10 Copeland Capital Management, LLC 0.55% 357,685 $24.7M
11 Arlington Partners LLC 0.50% 3,616 $250K
12 NICHOLAS COMPANY, INC. 0.35% 255,258 $17.7M
13 Larry Mathis Financial Planning, LLC 0.32% 5,199 $360K
14 Addenda Capital Inc. 0.26% 131,113 $9.1M
15 DIAMOND HILL CAPITAL MANAGEMENT INC 0.21% 491,075 $34.0M
16 BESSEMER GROUP INC 0.21% 1,952,940 $135K
17 BDF-GESTION 0.21% 22,811 $1.6M
18 REINHART PARTNERS, LLC. 0.20% 98,061 $6.8M
19 KORNITZER CAPITAL MANAGEMENT INC /KS 0.19% 129,285 $8.9M
20 C WorldWide Group Holding A/S 0.19% 126,452 $9K
21 EQUITABLE TRUST CO 0.18% 57,591 $4.0M
22 Ninety One North America, Inc. 0.16% 52,702 $3.6M
23 Legacy Wealth Asset Management, LLC 0.15% 8,848 $612K
24 TT International Asset Management LTD 0.15% 19,405 $1.3M
25 R Squared Ltd 0.11% 3,026 $209K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TRANSUNION (TRU)

What does the Smart Money Trend signal show for TRU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TRU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TRU?

Slight buying edge — 53% buying: Last quarter: 304 funds bought or added vs 275 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TRU holders?

Elite ownership — 54% AUM from top-100 funds: 45 of 548 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in TRU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TRU?

57% of holders stayed for 2+ years: 313 out of 548 hedge funds have held TRU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.