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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
YL
251
YCG LLC
Texas
$2.01M
QCM
252
Qsemble Capital Management
New York
$1.96M +$2.18M +10,700 New
Franklin Resources
253
Franklin Resources
California
$1.93M -$117M -573,432 -98%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$1.9M +$121K +594 +6%
Capstone Investment Advisors
255
Capstone Investment Advisors
New York
$1.9M +$1.92M +9,409 +1,001%
LT
256
Lindsell Train
United Kingdom
$1.89M
EMPI
257
Elo Mutual Pension Insurance
Finland
$1.88M +$53.1K +260 +3%
QT
258
Quantbot Technologies
New York
$1.86M +$2.07M +10,155 New
KRS
259
Kentucky Retirement Systems
Kentucky
$1.86M +$58.2K +285 +3%
Nordea Investment Management
260
Nordea Investment Management
Sweden
$1.85M -$46.8K -229 -2%
BC
261
Burney Company
Virginia
$1.85M -$5.31K -26 -0.3%
RC
262
RBF Capital
California
$1.83M
IECM
263
Intrinsic Edge Capital Management
Illinois
$1.83M +$2.04M +10,000 New
YIH
264
Y-Intercept (HK)
Hong Kong
$1.82M +$2.02M +9,918 New
CGPCS
265
Capital Group Private Client Services
California
$1.75M -$48.2K -236 -2%
CGIM
266
Capital Group Investment Management
Singapore
$1.75M
BAM
267
Blueshift Asset Management
New Jersey
$1.74M -$1.04M -5,108 -35%
Teacher Retirement System of Texas
268
Teacher Retirement System of Texas
Texas
$1.74M +$38K +186 +2%
AI
269
Atria Investments
North Carolina
$1.74M -$109K -534 -5%
CSS
270
Cubist Systematic Strategies
Connecticut
$1.74M +$1.94M +9,481 New
OPERF
271
Oregon Public Employees Retirement Fund
Oregon
$1.73M -$8.37K -41 -0.4%
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$1.72M -$41.9K -205 -2%
M&T Bank
273
M&T Bank
New York
$1.71M -$322K -1,575 -14%
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$1.7M
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$1.69M -$63.5K -311 -3%