We are live on ! Find out more

685 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.2B)

3% more funds holding

Funds holding: 663685 (+22)

1.43% more ownership

Funds ownership: 98.08%99.51% (+1.4%)

1% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 227

11% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $83.9M

Holders
685
Holders Change
+22
Holders Change %
+3.32%
% of All Funds
10.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
68
Increased
224
Reduced
227
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Securian Asset Management
Minnesota
$2.41M
BC
252
Burney Company
Virginia
$2.38M -$421 -2 -0%
AI
253
Atria Investments
North Carolina
$2.36M +$111K +527 +6%
EMPI
254
Elo Mutual Pension Insurance
Finland
$2.35M +$2.11M +10,005 New
RC
255
RBF Capital
California
$2.35M
KRS
256
Kentucky Retirement Systems
Kentucky
$2.32M +$36.8K +175 +2%
CGPCS
257
Capital Group Private Client Services
California
$2.31M +$9.89K +47 +0.5%
Daiwa Securities Group
258
Daiwa Securities Group
Japan
$2.3M +$74.7K +355 +4%
CSPIA
259
Cary Street Partners Investment Advisory
Virginia
$2.25M +$14.9K +71 +0.7%
Bank of Nova Scotia
260
Bank of Nova Scotia
Ontario, Canada
$2.25M +$252K +1,198 +14%
CGIM
261
Capital Group Investment Management
Singapore
$2.24M -$16.8K -80 -0.8%
OPERF
262
Oregon Public Employees Retirement Fund
Oregon
$2.24M +$12.2K +58 +0.6%
SIA
263
Sit Investment Associates
Minnesota
$2.23M -$2.02M -9,610 -50%
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$2.19M -$906K -4,303 -32%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$2.19M -$53.3K -253 -3%
Pacer Advisors
266
Pacer Advisors
Pennsylvania
$2.18M -$253K -1,204 -11%
RMCM
267
Reynders McVeigh Capital Management
Massachusetts
$2.12M
Caisse de Depot et Placement du Quebec (CDPQ)
268
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.12M -$1.05M -5,000 -36%
Rafferty Asset Management
269
Rafferty Asset Management
New York
$2.1M +$200K +952 +12%
First Trust Advisors
270
First Trust Advisors
Illinois
$2.09M -$1.26M -5,978 -40%
CWM
271
Cornerstone Wealth Management
Missouri
$2.09M -$29K -138 -2%
VPIM
272
Vanguard Personalized Indexing Management
California
$2.05M +$19.6K +93 +1%
HIMCH
273
Hartford Investment Management Co (HIMCO)
Connecticut
$2.03M -$364K -1,729 -17%
Allspring Global Investments
274
Allspring Global Investments
North Carolina
$2.02M -$46.3M -220,050 -96%
DSA
275
Droms Strauss Advisors
Missouri
$2M