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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
PP
301
Pegasus Partners
Wisconsin
$1.24M +$227K +1,111 +20%
SO
302
STRS Ohio
Ohio
$1.23M +$383K +1,876 +39%
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$1.17M +$102K +500 +8%
CAN
304
Cetera Advisor Networks
California
$1.16M +$220K +1,076 +20%
BIG
305
Builder Investment Group
Georgia
$1.14M
WSCM
306
Wellington Shields Capital Management
New York
$1.13M -$232K -1,137 -16%
SVWAG
307
Sound View Wealth Advisors Group
Georgia
$1.13M +$317K +1,551 +33%
IC
308
IEQ Capital
California
$1.13M +$110K +541 +10%
SF
309
Synovus Financial
Georgia
$1.11M +$1.43K +7 +0.1%
AI
310
AXS Investments
New York
$1.1M -$242K -1,183 -16%
LRIC
311
Long Road Investment Counsel
Michigan
$1.09M
FT
312
Fiduciary Trust
Massachusetts
$1.09M
CGH
313
Crossmark Global Holdings
Texas
$1.09M -$39.8K -195 -3%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$1.06M +$25.1K +123 +2%
SDIC
315
South Dakota Investment Council
South Dakota
$1.06M +$755K +3,700 +177%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$1.06M +$50K +245 +4%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$1.04M
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$1.04M +$191K +937 +20%
PP
319
PDT Partners
New York
$1.01M +$610K +2,990 +119%
MGP
320
Metis Global Partners
California
$1M +$146K +716 +15%
Wealthfront Advisers
321
Wealthfront Advisers
California
$962K -$631K -3,089 -37%
UF
322
Univest Financial
Pennsylvania
$962K
Wolverine Trading
323
Wolverine Trading
Illinois
$962K +$1.07M +5,250 New
ESCM
324
Echo Street Capital Management
New York
$960K +$1.07M +5,243 New
FFBTD
325
First Financial Bank - Trust Division
Ohio
$958K -$173K -847 -14%