We are live on ! Find out more

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
FT
301
Fiduciary Trust
Massachusetts
$1.4M +$210 +1 +0%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$1.39M +$42.1K +200 +4%
American Century Companies
303
American Century Companies
Missouri
$1.38M +$61.7K +293 +5%
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$1.35M +$602K +2,862 +99%
Cerity Partners
305
Cerity Partners
New York
$1.35M +$206K +977 +21%
EOJOAM
306
E. Ohman J:or Asset Management
Sweden
$1.34M +$105K +500 +10%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$1.34M
PP
308
Pegasus Partners
Wisconsin
$1.33M -$2.1K -10 -0.2%
IC
309
IEQ Capital
California
$1.32M -$47.4K -225 -4%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$1.3M +$288K +1,369 +33%
MLICM
311
Metropolitan Life Insurance Company (MetLife)
New York
$1.26M -$28.2K -134 -2%
CAN
312
Cetera Advisor Networks
California
$1.24M +$92.8K +441 +9%
DFCM
313
Dark Forest Capital Management
Puerto Rico
$1.24M +$1.11M +5,257 New
UF
314
Univest Financial
Pennsylvania
$1.24M
TC
315
Telemus Capital
Michigan
$1.22M -$43.6K -207 -4%
CGH
316
Crossmark Global Holdings
Texas
$1.22M +$27.8K +132 +2%
RFC
317
Regions Financial Corp
Alabama
$1.18M -$154K -734 -13%
TCA
318
Troluce Capital Advisors
Puerto Rico
$1.18M +$1.05M +5,000 New
FC
319
FORA Capital
Florida
$1.15M -$616K -2,928 -37%
FWIA
320
Fort Washington Investment Advisors
Ohio
$1.14M
PP
321
Prudential plc
United Kingdom
$1.14M +$212K +1,005 +26%
Twin Tree Management
322
Twin Tree Management
Texas
$1.14M -$1.01M -4,777 -50%
SO
323
STRS Ohio
Ohio
$1.13M +$1.01M +4,819 New
ECM
324
Exchange Capital Management
Michigan
$1.13M +$17.5K +83 +2%
MGP
325
Metis Global Partners
California
$1.12M +$48K +228 +5%