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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
GC
351
Guggenheim Capital
Illinois
$899K -$224K -1,064 -22%
EF
352
Empirical Finance
Pennsylvania
$897K +$90.7K +431 +13%
BAMCO Inc
353
BAMCO Inc
New York
$894K +$21K +100 +3%
CB
354
Community Bank
New York
$882K
TC
355
TownSquare Capital
Utah
$879K +$75.6K +359 +11%
AssetMark Inc
356
AssetMark Inc
California
$868K +$101K +479 +15%
WB
357
WesBanco Bank
West Virginia
$865K -$7.37K -35 -0.9%
CPIG
358
Chicago Partners Investment Group
Illinois
$851K -$12K -57 -1%
GIA
359
Guyasuta Investment Advisors
Pennsylvania
$847K
NFGCM
360
Norman Fields Gottscho Capital Management
New York
$847K
QCM
361
Quantinno Capital Management
New York
$827K -$26.9K -128 -4%
FA
362
FDx Advisors
Illinois
$822K -$373K -1,770 -34%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$813K +$18.9K +90 +3%
LA
364
LVW Advisors
New York
$803K -$3.79K -18 -0.5%
CIA
365
Capital Investment Advisors
Georgia
$776K -$6.1K -29 -0.9%
RJFSA
366
Raymond James Financial Services Advisors
Florida
$773K -$305K -1,449 -31%
OAM
367
Ostrum Asset Management
France
$768K +$842 +4 +0.1%
TRCT
368
Tower Research Capital (TRC)
New York
$767K +$198K +942 +41%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$763K +$134K +638 +25%
GC
370
Gratus Capital
Georgia
$761K -$294K -1,396 -30%
BPA
371
Beacon Pointe Advisors
California
$754K -$6.53K -31 -1%
CW
372
Connectus Wealth
Ohio
$750K -$185K -879 -22%
TSWM
373
Triangle Securities Wealth Management
North Carolina
$748K -$3.16K -15 -0.5%
LW
374
Linscomb Wealth
Texas
$748K +$75.3K +358 +13%
ST
375
Spinnaker Trust
Maine
$735K