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636 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 216 increasing their positions, 214 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $19.9B → $23.5B (+$3.64B)

4.47% more ownership

Funds ownership: 94.91%99.38% (+4.5%)

2% more funds holding

Funds holding: 625636 (+11)

1% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $140M

Holders
636
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
88
Increased
216
Reduced
214
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
226
NewEdge Wealth
Pennsylvania
$2.61M +$176K +962 +8%
LA
227
Legacy Advisors
Pennsylvania
$2.56M +$240K +1,313 +11%
SSA
228
Schonfeld Strategic Advisors
New York
$2.55M -$2.17M -11,847 -47%
US Bancorp
229
US Bancorp
Minnesota
$2.54M -$57.8K -316 -2%
SWS
230
SYSTM Wealth Solutions
Illinois
$2.37M +$2.23M +12,175 New
HA
231
Harbor Advisors
Florida
$2.33M
CM
232
Caption Management
Oklahoma
$2.33M +$2.19M +12,000 New
BS
233
Bessemer Securities
New York
$2.29M
Mariner
234
Mariner
Kansas
$2.27M +$128K +703 +6%
MML Investors Services
235
MML Investors Services
Massachusetts
$2.24M -$357K -1,951 -14%
AI
236
AXS Investments
New York
$2.19M +$1.35M +7,391 New
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$2.18M
YL
238
YCG LLC
Texas
$2.14M
BCI
239
Brinker Capital Investments
Pennsylvania
$2.13M -$133K -726 -6%
CGIM
240
Capital Group Investment Management
Singapore
$2.13M +$2M +10,937 New
Citadel Advisors
241
Citadel Advisors
Florida
$2.11M +$1.99M +10,867 New
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$2.11M -$230K -1,257 -10%
M&T Bank
243
M&T Bank
New York
$2.07M -$5.12K -28 -0.3%
Nordea Investment Management
244
Nordea Investment Management
Sweden
$2.01M +$731 +4 +0%
BC
245
Burney Company
Virginia
$1.98M -$48.4K -265 -3%
SAM
246
Securian Asset Management
Minnesota
$1.97M -$31.6K -173 -2%
RC
247
RBF Capital
California
$1.94M
Bank of Nova Scotia
248
Bank of Nova Scotia
Ontario, Canada
$1.94M +$708K +3,876 +64%
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$1.88M +$11.7K +64 +0.7%
WSC
250
Wellington Shields & Co
New York
$1.87M -$22.8K -125 -1%