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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
HCMT
376
Highland Capital Management (Tennessee)
Tennessee
$518K
SAM
377
Silvercrest Asset Management
New York
$514K
AIM
378
Athena Investment Management
California
$512K
First Manhattan
379
First Manhattan
New York
$505K +$165K +903 +53%
KJHP
380
K.J. Harrison & Partners
Ontario, Canada
$504K
RC
381
Rovin Capital
Arizona
$496K -$3.47K -19 -0.7%
SLF
382
Sun Life Financial
Ontario, Canada
$495K -$43.3K -237 -9%
AC
383
Annandale Capital
Texas
$489K +$460K +2,515 New
DAM
384
Doheny Asset Management
California
$486K
IWA
385
Intercontinental Wealth Advisors
Texas
$478K -$1.1K -6 -0.2%
JCM
386
Janney Capital Management
Pennsylvania
$478K +$16.4K +90 +4%
MIS
387
Morningstar Investment Services
Illinois
$470K +$731 +4 +0.2%
TMAM
388
Tokio Marine Asset Management
Japan
$459K +$58.8K +322 +16%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$456K +$200K +1,092 +87%
BRWA
390
B. Riley Wealth Advisors
Florida
$456K +$51.9K +284 +14%
RRCM
391
Rappaport Reiches Capital Management
Illinois
$447K +$91.2K +499 +28%
AF
392
Allworth Financial
California
$445K -$10.8K -59 -3%
BFG
393
Bleakley Financial Group
New Jersey
$442K +$415K +2,272 New
CCS
394
Concentric Capital Strategies
Connecticut
$436K +$410K +2,244 New
BAM
395
Blueshift Asset Management
New Jersey
$431K +$405K +2,217 New
WPC
396
Wedmont Private Capital
Pennsylvania
$429K +$383K +2,098 New
AA
397
Ancora Advisors
Ohio
$426K +$21.9K +120 +6%
MCM
398
Manchester Capital Management
Vermont
$418K
RC
399
Roundview Capital
New Jersey
$415K -$14.6K -80 -4%
NIMI
400
Natixis Investment Managers International
France
$410K +$116K +635 +43%