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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
SEC
276
Seven Eight Capital
New York
$1.68M +$1.88M +9,190 New
RMCM
277
Reynders McVeigh Capital Management
Massachusetts
$1.65M
Envestnet Portfolio Solutions
278
Envestnet Portfolio Solutions
Illinois
$1.64M +$1.83M +8,966 New
SAM
279
Securian Asset Management
Minnesota
$1.61M -$299K -1,464 -14%
NIC
280
Northwest Investment Counselors
Oregon
$1.6M +$109K +533 +6%
CWM
281
Cornerstone Wealth Management
Missouri
$1.6M -$28.8K -141 -2%
DSA
282
Droms Strauss Advisors
Missouri
$1.57M -$16.7K -82 -0.9%
HIMCH
283
Hartford Investment Management Co (HIMCO)
Connecticut
$1.53M -$50.6K -248 -3%
PIM
284
Penobscot Investment Management
Massachusetts
$1.5M
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$1.48M -$105K -512 -6%
VPIM
286
Vanguard Personalized Indexing Management
California
$1.46M -$147K -720 -8%
AG
287
AIA Group
Hong Kong
$1.45M +$355K +1,739 +28%
SLAM
288
Swiss Life Asset Management
$1.42M
IIM
289
INTECH Investment Management
Florida
$1.4M +$345K +1,688 +28%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$1.39M
EI
291
Ethic Inc
New York
$1.38M -$180K -883 -11%
CS
292
Candriam SCA
Luxembourg
$1.37M -$126K -618 -8%
DFCM
293
Dark Forest Capital Management
Puerto Rico
$1.36M +$443K +2,170 +41%
WSC
294
Wellington Shields & Co
New York
$1.35M
RT
295
Rockland Trust
Massachusetts
$1.32M
CAM
296
Cresset Asset Management
Illinois
$1.31M -$15.3K -75 -1%
Schroder Investment Management Group
297
Schroder Investment Management Group
United Kingdom
$1.3M +$45.1K +221 +3%
American Century Companies
298
American Century Companies
Missouri
$1.28M +$226K +1,108 +19%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$1.25M -$221K -1,082 -14%
CWM
300
CIBC World Markets
New York
$1.24M -$1.55M -7,597 -53%