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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
TC
326
TownSquare Capital
Utah
$938K +$283K +1,385 +37%
MLICM
327
Metropolitan Life Insurance Company (MetLife)
New York
$930K -$54.7K -268 -5%
RFC
328
Regions Financial Corp
Alabama
$917K -$1.02K -5 -0.1%
NB
329
Norinchukin Bank
Japan
$895K -$1.31M -6,393 -57%
FWIA
330
Fort Washington Investment Advisors
Ohio
$890K
BCM
331
Bayesian Capital Management
New York
$883K -$617K -3,022 -39%
ECM
332
Exchange Capital Management
Michigan
$872K -$9.19K -45 -0.9%
PFO
333
Pathstone Family Office
New Jersey
$863K +$529K +2,590 +122%
Verition Fund Management
334
Verition Fund Management
Connecticut
$861K -$14.9M -72,837 -94%
KAS
335
Kestra Advisory Services
Texas
$851K +$91.1K +446 +11%
AO
336
Advisor OS
Illinois
$833K +$38.4K +188 +4%
KRSITF
337
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$830K +$25.9K +127 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
338
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$818K -$925K -4,530 -50%
API
339
Advisor Partners II
California
$815K -$330K -1,617 -27%
AWM
340
AE Wealth Management
Kansas
$807K +$79.4K +389 +10%
MS
341
Maven Securities
Jersey
$806K +$898K +4,400 New
BJL
342
Brighton Jones LLC
Washington
$804K +$5.1K +25 +0.6%
HWAM
343
Hennion & Walsh Asset Management
New Jersey
$793K +$42.1K +206 +5%
DCM
344
Donaldson Capital Management
Indiana
$786K
1WM
345
1900 Wealth Management
Texas
$783K
IGAM
346
iA Global Asset Management
Quebec, Canada
$773K
CI
347
CX Institutional
Indiana
$772K -$70K -343 -8%
EF
348
Empirical Finance
Pennsylvania
$771K +$81.5K +399 +10%
PAM
349
Panagora Asset Management
Massachusetts
$770K +$204 +1 +0%
CPIG
350
Chicago Partners Investment Group
Illinois
$768K +$14.1K +69 +2%