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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
EF
351
Empirical Finance
Pennsylvania
$626K +$49.9K +273 +9%
PAS
352
Park Avenue Securities
New York
$616K -$135K -741 -19%
TRCT
353
Tower Research Capital (TRC)
New York
$614K -$2.01M -11,020 -78%
ST
354
Spinnaker Trust
Maine
$607K -$32K -175 -5%
LWAC
355
Laurel Wealth Advisors (California)
California
$598K -$53.5K -293 -9%
Cerity Partners
356
Cerity Partners
New York
$597K +$139K +758 +33%
LW
357
Linscomb Wealth
Texas
$596K +$89.2K +488 +19%
FCI
358
Financial Counselors Inc
Kansas
$592K -$56.1K -307 -9%
Impax Asset Management Group
359
Impax Asset Management Group
United Kingdom
$589K -$195K -1,067 -26%
HNB
360
Huntington National Bank
Ohio
$588K +$163K +892 +42%
PG
361
Pendal Group
Australia
$584K -$138K -754 -20%
GC
362
Guggenheim Capital
Illinois
$579K -$820K -4,485 -60%
Kovitz Investment Group Partners
363
Kovitz Investment Group Partners
Illinois
$576K -$372K -2,036 -41%
BJL
364
Brighton Jones LLC
Washington
$571K -$2.01K -11 -0.4%
AG
365
AIA Group
Hong Kong
$570K -$21.6K -118 -4%
VI
366
Vestcor Inc
New Brunswick, Canada
$564K +$3.84K +21 +0.7%
AWM
367
Aberdeen Wealth Management
Illinois
$564K
BHC
368
Bowen Hanes & Co
Florida
$557K -$360K -1,970 -41%
FTDI
369
First Trust Direct Indexing
Massachusetts
$555K +$2.56K +14 +0.5%
LS
370
Livforsakringsbolaget Skandia
Sweden
$551K
ERIM
371
Eagle Ridge Investment Management
Connecticut
$550K
MAS
372
Meeder Advisory Services
Ohio
$549K +$516K +2,826 New
V
373
Veritable
Delaware
$537K +$31.4K +172 +7%
TC
374
TownSquare Capital
Utah
$535K +$216K +1,182 +75%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$522K +$548 +3 +0.1%