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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
American Century Companies
301
American Century Companies
Missouri
$1.05M -$4.39K -24 -0.4%
IC
302
IEQ Capital
California
$1.04M -$221K -1,211 -18%
PP
303
Pegasus Partners
Wisconsin
$1.04M +$10.1K +55 +1%
FA
304
FDx Advisors
Illinois
$1.02M -$355K -1,940 -27%
UF
305
Univest Financial
Pennsylvania
$1.02M
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$1.02M +$4.2K +23 +0.4%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$1.01M -$54.8K -300 -5%
Wealthfront Advisers
308
Wealthfront Advisers
California
$1M +$373K +2,043 +66%
HWMA
309
Heritage Wealth Management (Arizona)
Arizona
$998K +$534K +2,921 +132%
WB
310
WesBanco Bank
West Virginia
$993K +$383K +2,095 +70%
CAN
311
Cetera Advisor Networks
California
$975K +$917K +5,019 New
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$975K +$83.7K +458 +10%
CPIG
313
Chicago Partners Investment Group
Illinois
$949K +$1.28K +7 +0.2%
FWIA
314
Fort Washington Investment Advisors
Ohio
$944K +$888K +4,857 New
AC
315
Allstate Corporation
Illinois
$942K +$623K +3,411 +237%
AIM
316
Allstate Investment Management
Illinois
$942K +$886K +4,849 New
SCP
317
Shorepoint Capital Partners
Massachusetts
$933K +$877K +4,800 New
DCM
318
Donaldson Capital Management
Indiana
$924K
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$918K +$344K +1,883 +66%
PP
320
Prudential plc
United Kingdom
$900K +$428K +2,340 +102%
GC
321
Gratus Capital
Georgia
$900K -$113K -619 -12%
KRSITF
322
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$852K
Twin Tree Management
323
Twin Tree Management
Texas
$840K -$2.07M -11,352 -72%
RJFSA
324
Raymond James Financial Services Advisors
Florida
$836K +$69.8K +382 +10%
1WM
325
1900 Wealth Management
Texas
$831K