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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
KRS
251
Kentucky Retirement Systems
Kentucky
$1.87M +$7.68K +42 +0.4%
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$1.86M +$55.9K +306 +3%
AF
253
Aldebaran Financial
$1.86M
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$1.85M
AssetMark Inc
255
AssetMark Inc
California
$1.84M -$358K -1,960 -17%
LT
256
Lindsell Train
United Kingdom
$1.83M
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$1.83M
AI
258
Atria Investments
North Carolina
$1.77M -$89.7K -491 -5%
BFS
259
Bradley Foster & Sargent
Connecticut
$1.76M +$1.65M +9,042 New
RMCM
260
Reynders McVeigh Capital Management
Massachusetts
$1.75M -$47.5K -260 -3%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$1.73M +$146K +798 +10%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$1.72M -$514K -2,811 -24%
GCM
263
Greenland Capital Management
New York
$1.69M +$1.59M +8,697 New
DSA
264
Droms Strauss Advisors
Missouri
$1.68M -$27.2K -149 -2%
VPIM
265
Vanguard Personalized Indexing Management
California
$1.65M +$411K +2,251 +36%
COI
266
Connable Office Inc
Michigan
$1.65M
PIM
267
Penobscot Investment Management
Massachusetts
$1.59M
LSERS
268
Louisiana State Employees Retirement System
Louisiana
$1.53M +$18.3K +100 +1%
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$1.52M +$277K +1,518 +33%
NB
270
Norinchukin Bank
Japan
$1.51M -$357K -1,953 -20%
Schroder Investment Management Group
271
Schroder Investment Management Group
United Kingdom
$1.47M -$60.7K -332 -4%
WSCM
272
Wellington Shields Capital Management
New York
$1.47M +$183 +1 +0%
Rafferty Asset Management
273
Rafferty Asset Management
New York
$1.47M +$670K +3,668 +94%
VCM
274
Vetamer Capital Management
California
$1.46M +$1.37M +7,515 New
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$1.45M +$582K +3,185 +74%