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668 hedge funds and large institutions have $21.7B invested in Equifax in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $98.8M | Put options by funds: $97.7M

2% less funds holding

Funds holding: 685668 (-17)

2.74% less ownership

Funds ownership: 99.51%96.77% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

16% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 73

24% less capital invested

Capital invested by funds: $28.7B → $21.7B (-$6.96B)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
668
Holders Change
-17
Holders Change %
-2.48%
% of All Funds
10.6%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
61
Increased
214
Reduced
250
Closed
73
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
226
Arlington Trust
Alabama
$2.74M +$3.06M +14,970 New
SOADOR
227
State of Alaska Department of Revenue
Alaska
$2.67M -$126K -615 -4%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$2.65M -$40.8K -200 -1%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$2.61M -$226K -1,108 -7%
FDP
230
Financiere des Professionnels
Quebec, Canada
$2.6M +$2.9M +14,198 New
MML Investors Services
231
MML Investors Services
Massachusetts
$2.59M +$315K +1,545 +12%
NAM
232
Nissay Asset Management
Japan
$2.55M +$87.4K +428 +3%
NSEDCP
233
NJ State Employees Deferred Compensation Plan
New Jersey
$2.51M
BCI
234
Brinker Capital Investments
Pennsylvania
$2.48M +$469K +2,295 +20%
OPS
235
Orion Portfolio Solutions
Nebraska
$2.48M +$469K +2,295 +20%
BFS
236
Bradley Foster & Sargent
Connecticut
$2.43M
SWS
237
SYSTM Wealth Solutions
Illinois
$2.42M +$198K +969 +8%
Public Sector Pension Investment Board (PSP Investments)
238
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.41M +$292K +1,432 +12%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$2.41M +$2.46M +12,072 +1,129%
Mariner
240
Mariner
Kansas
$2.39M +$50.6K +248 +2%
US Bancorp
241
US Bancorp
Minnesota
$2.32M -$225K -1,104 -8%
HCM
242
Hillman Capital Management
Maryland
$2.21M -$256K -1,252 -9%
HA
243
Harbor Advisors
Florida
$2.2M
TPCW
244
TD Private Client Wealth
New York
$2.19M -$176K -861 -7%
Rafferty Asset Management
245
Rafferty Asset Management
New York
$2.15M +$571K +2,799 +31%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$2.09M -$197K -964 -8%
TRCT
247
Tower Research Capital (TRC)
New York
$2.05M +$1.62M +7,921 +243%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$2.04M
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$2.03M +$11.8K +58 +0.5%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$2.02M