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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
EI
276
Ethic Inc
New York
$1.98M -$455K -2,160 -20%
BS
277
Bessemer Securities
New York
$1.97M -$723K -3,433 -29%
Wealthfront Advisers
278
Wealthfront Advisers
California
$1.96M +$373K +1,772 +27%
NIC
279
Northwest Investment Counselors
Oregon
$1.94M +$197K +938 +13%
PIM
280
Penobscot Investment Management
Massachusetts
$1.93M
CS
281
Candriam SCA
Luxembourg
$1.9M -$1.66M -7,877 -49%
Assenagon Asset Management
282
Assenagon Asset Management
Luxembourg
$1.88M +$1.31M +6,214 +349%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$1.86M -$8K -38 -0.5%
BCM
284
Bayesian Capital Management
New York
$1.85M +$821K +3,900 +99%
SLAM
285
Swiss Life Asset Management
$1.83M -$284K -1,348 -15%
LSERS
286
Louisiana State Employees Retirement System
Louisiana
$1.79M -$84.2K -400 -5%
WSC
287
Wellington Shields & Co
New York
$1.73M -$477K -2,266 -24%
WSCM
288
Wellington Shields Capital Management
New York
$1.72M -$52.4K -249 -3%
CAM
289
Cresset Asset Management
Illinois
$1.7M +$722K +3,430 +90%
RT
290
Rockland Trust
Massachusetts
$1.69M
MIS
291
Morningstar Investment Services
Illinois
$1.69M -$57.9K -275 -4%
D.E. Shaw & Co
292
D.E. Shaw & Co
New York
$1.66M -$542K -2,576 -27%
Schroder Investment Management Group
293
Schroder Investment Management Group
United Kingdom
$1.62M -$402K -1,908 -22%
BIG
294
Builder Investment Group
Georgia
$1.46M -$94.7K -450 -7%
AG
295
AIA Group
Hong Kong
$1.45M +$683K +3,246 +111%
FFBTD
296
First Financial Bank - Trust Division
Ohio
$1.43M -$26.5K -126 -2%
API
297
Advisor Partners II
California
$1.43M -$32.4K -154 -2%
SF
298
Synovus Financial
Georgia
$1.42M +$1.26K +6 +0.1%
LRIC
299
Long Road Investment Counsel
Michigan
$1.4M
IIM
300
INTECH Investment Management
Florida
$1.4M -$11.4M -54,047 -90%