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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
TMAM
376
Tokio Marine Asset Management
Japan
$607K +$104K +507 +18%
OAM
377
Ostrum Asset Management
France
$593K -$4.7K -23 -0.7%
UCFA
378
United Capital Financial Advisors
Texas
$590K -$130K -635 -16%
PAS
379
Park Avenue Securities
New York
$585K +$653K +3,196 New
CW
380
Connectus Wealth
Ohio
$585K +$613 +3 +0.1%
GC
381
Gratus Capital
Georgia
$582K -$12.3K -60 -2%
ST
382
Spinnaker Trust
Maine
$572K
LA
383
LVW Advisors
New York
$572K -$59.2K -290 -8%
BS
384
Bessemer Securities
New York
$569K -$1.08M -5,273 -63%
HNB
385
Huntington National Bank
Ohio
$567K -$2.25K -11 -0.4%
CIA
386
Capital Investment Advisors
Georgia
$565K -$43.7K -214 -6%
NECFA
387
New England Capital Financial Advisors
Connecticut
$556K
O
388
Ossiam
France
$554K +$617K +3,023 New
FTDI
389
First Trust Direct Indexing
Massachusetts
$543K -$4.49K -22 -0.7%
XT
390
XTX Topco
Cayman Islands
$534K -$16.9K -83 -3%
AWM
391
Aberdeen Wealth Management
Illinois
$531K
RJFSA
392
Raymond James Financial Services Advisors
Florida
$530K -$79.6K -390 -12%
Impax Asset Management Group
393
Impax Asset Management Group
United Kingdom
$529K +$52.5K +257 +10%
GCP
394
GSA Capital Partners
United Kingdom
$525K +$378K +1,853 +183%
Kovitz Investment Group Partners
395
Kovitz Investment Group Partners
Illinois
$524K -$590K -2,888 -50%
BHC
396
Bowen Hanes & Co
Florida
$523K
Simplex Trading
397
Simplex Trading
Illinois
$522K +$583K +2,855 New
FCI
398
Financial Counselors Inc
Kansas
$522K -$20.4K -100 -3%
ERIM
399
Eagle Ridge Investment Management
Connecticut
$518K
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$517K +$125K +611 +28%