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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
LPC
276
Lone Pine Capital
Connecticut
$1.41M +$1.33M +7,278 New
EI
277
Ethic Inc
New York
$1.41M +$351K +1,920 +36%
RT
278
Rockland Trust
Massachusetts
$1.4M
SC
279
Sonen Capital
California
$1.39M +$20.7K +113 +2%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$1.35M -$15.7K -86 -1%
KAS
281
Kestra Advisory Services
Texas
$1.32M +$206K +1,125 +20%
PAM
282
Panagora Asset Management
Massachusetts
$1.31M -$205K -1,121 -14%
BIG
283
Builder Investment Group
Georgia
$1.29M +$1.22M +6,658 New
JMPWA
284
JP Morgan Private Wealth Advisors
California
$1.24M +$56.7K +310 +5%
QCM
285
Quantinno Capital Management
New York
$1.21M +$126K +688 +12%
FFBTD
286
First Financial Bank - Trust Division
Ohio
$1.21M
SLAM
287
Swiss Life Asset Management
$1.19M -$331K -1,810 -23%
CGH
288
Crossmark Global Holdings
Texas
$1.18M +$67.8K +371 +6%
TC
289
Telemus Capital
Michigan
$1.18M -$69.8K -382 -6%
PCA
290
Pallas Capital Advisors
Massachusetts
$1.17M +$44.4K +243 +5%
SF
291
Synovus Financial
Georgia
$1.16M -$19.7K -108 -2%
NIC
292
Northwest Investment Counselors
Oregon
$1.16M +$30.7K +168 +3%
LRIC
293
Long Road Investment Counsel
Michigan
$1.16M
FT
294
Fiduciary Trust
Massachusetts
$1.16M -$32K -175 -3%
API
295
Advisor Partners II
California
$1.15M +$241K +1,320 +29%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$1.13M -$73.1K -400 -6%
RFC
297
Regions Financial Corp
Alabama
$1.12M +$1.83K +10 +0.2%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$1.12M -$6.03K -33 -0.6%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$1.1M -$183 -1 -0%
BPA
300
Beacon Pointe Advisors
California
$1.08M +$86.8K +475 +9%