We are live on ! Find out more

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
CI
326
CX Institutional
Indiana
$829K +$21.6K +118 +3%
S
327
Seeyond
France
$819K -$235K -1,288 -23%
AO
328
Advisor OS
Illinois
$804K +$154K +844 +26%
CW
329
Connectus Wealth
Ohio
$789K -$731 -4 -0.1%
AWM
330
Aevitas Wealth Management
Massachusetts
$782K +$23.2K +127 +3%
NL
331
NWAM LLC
Washington
$778K -$40.9K -224 -5%
AWM
332
AE Wealth Management
Kansas
$769K -$7.13K -39 -1%
FG
333
Fiduciary Group
Georgia
$758K
AWP
334
Accretive Wealth Partners
New Jersey
$750K +$28.1K +154 +4%
NMIMC
335
Northwestern Mutual Investment Management Company
Wisconsin
$746K -$130K -709 -16%
CB
336
Community Bank
New York
$739K
BAMCO Inc
337
BAMCO Inc
New York
$719K -$420K -2,300 -38%
PFO
338
Pathstone Family Office
New Jersey
$718K -$33.3K -182 -5%
NFGCM
339
Norman Fields Gottscho Capital Management
New York
$700K
GIA
340
Guyasuta Investment Advisors
Pennsylvania
$700K +$658K +3,600 New
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$698K -$18.5K -101 -3%
ECM
342
Exchange Capital Management
Michigan
$689K -$9.14K -50 -1%
LA
343
LVW Advisors
New York
$684K -$48.2K -264 -7%
BAM
344
Belpointe Asset Management
Nevada
$680K -$104K -568 -14%
NECFA
345
New England Capital Financial Advisors
Connecticut
$676K +$554K +3,034 New
CIA
346
Capital Investment Advisors
Georgia
$650K -$14.1K -77 -2%
IMRF
347
Illinois Municipal Retirement Fund
Illinois
$642K
TSWM
348
Triangle Securities Wealth Management
North Carolina
$638K -$8.59K -47 -1%
MGP
349
Metis Global Partners
California
$631K +$161K +880 +37%
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$630K +$123K +674 +26%