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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
PP
351
Prudential plc
United Kingdom
$757K -$145K -709 -15%
AWP
352
Accretive Wealth Partners
New Jersey
$757K +$11K +54 +1%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$751K -$21.4K -105 -2%
AssetMark Inc
354
AssetMark Inc
California
$742K +$73.5K +360 +10%
NL
355
NWAM LLC
Washington
$734K -$1.02K -5 -0.1%
ACM
356
Advisors Capital Management
New Jersey
$725K -$11.6K -57 -1%
QCM
357
Quantinno Capital Management
New York
$720K +$84.3K +413 +12%
AC
358
AXQ Capital
New Jersey
$714K +$796K +3,900 New
NMIMC
359
Northwestern Mutual Investment Management Company
Wisconsin
$709K +$817 +4 +0.1%
IWC
360
Integrated Wealth Concepts
Massachusetts
$708K -$408 -2 -0.1%
SC
361
Sonen Capital
California
$699K -$58.2K -285 -7%
FG
362
Fiduciary Group
Georgia
$695K -$16.3K -80 -2%
OSAM
363
O'Shaughnessy Asset Management
Connecticut
$691K +$108K +529 +16%
CB
364
Community Bank
New York
$687K
LW
365
Linscomb Wealth
Texas
$685K +$115K +561 +18%
1IA
366
1834 Investment Advisors
Wisconsin
$683K +$381K +1,866 +100%
GC
367
Guggenheim Capital
Illinois
$673K -$30K -147 -4%
WB
368
WesBanco Bank
West Virginia
$665K -$9.19K -45 -1%
GIA
369
Guyasuta Investment Advisors
Pennsylvania
$659K
NFGCM
370
Norman Fields Gottscho Capital Management
New York
$659K
JF
371
Jump Financial
Illinois
$650K +$725K +3,549 New
BBVA
372
Banco Bilbao Vizcaya Argentaria
Spain
$643K +$11.2K +55 +2%
SIA
373
Sit Investment Associates
Minnesota
$641K -$1.22M -5,975 -63%
TSWM
374
Triangle Securities Wealth Management
North Carolina
$622K +$43.3K +212 +7%
BPA
375
Beacon Pointe Advisors
California
$620K +$37.2K +182 +6%