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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
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$1.11M -$6.53K -31 -0.7%
SVWAG
327
Sound View Wealth Advisors Group
Georgia
$1.09M -$10.1K -48 -1%
CI
328
CX Institutional
Indiana
$1.07M +$28.2K +134 +3%
KRSITF
329
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M +$9.26K +44 +1%
Citadel Advisors
330
Citadel Advisors
Florida
$1.04M -$789K -3,751 -46%
BJL
331
Brighton Jones LLC
Washington
$1.03M +$12.2K +58 +1%
AO
332
Advisor OS
Illinois
$1.03M +$10.9K +52 +1%
DCM
333
Donaldson Capital Management
Indiana
$1.01M -$61.5K -292 -6%
1WM
334
1900 Wealth Management
Texas
$1.01M
IGAM
335
iA Global Asset Management
Quebec, Canada
$993K +$889K +4,222 New
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$989K -$253K -1,203 -22%
PAM
337
Panagora Asset Management
Massachusetts
$988K
KAS
338
Kestra Advisory Services
Texas
$988K -$27.6K -131 -3%
VCM
339
Vetamer Capital Management
California
$975K -$774K -3,676 -47%
HWAM
340
Hennion & Walsh Asset Management
New Jersey
$970K +$173K +822 +25%
SC
341
Sonen Capital
California
$964K -$64.2K -305 -7%
AWP
342
Accretive Wealth Partners
New Jersey
$959K +$36.4K +173 +4%
ACM
343
Advisors Capital Management
New Jersey
$945K +$845K +4,017 New
AWM
344
AE Wealth Management
Kansas
$945K +$6.31K +30 +0.8%
NL
345
NWAM LLC
Washington
$944K +$1.68K +8 +0.2%
AQR Capital Management
346
AQR Capital Management
Connecticut
$937K +$839K +3,984 New
FG
347
Fiduciary Group
Georgia
$911K -$5.26K -25 -0.6%
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$910K +$4K +19 +0.5%
IWC
349
Integrated Wealth Concepts
Massachusetts
$910K +$814K +3,867 New
UCFA
350
United Capital Financial Advisors
Texas
$908K +$462K +2,196 +132%