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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
DAM
401
Doheny Asset Management
California
$588K
CWP
402
Cyndeo Wealth Partners
Florida
$582K +$520K +2,472 New
BFG
403
Bleakley Financial Group
New Jersey
$582K +$26.3K +125 +5%
SS
404
Simplicity Solutions
Minnesota
$581K +$25.3K +120 +5%
IWA
405
Intercontinental Wealth Advisors
Texas
$580K +$17.9K +85 +4%
NAS
406
NWF Advisory Services
California
$566K
JCM
407
Janney Capital Management
Pennsylvania
$556K -$26.1K -124 -5%
WPC
408
Wedmont Private Capital
Pennsylvania
$547K +$24.6K +117 +5%
AF
409
Allworth Financial
California
$539K +$1.89K +9 +0.4%
AA
410
Ancora Advisors
Ohio
$523K
RC
411
Rovin Capital
Arizona
$523K -$21K -100 -4%
MPPW
412
Mitchell & Pahl Private Wealth
Oklahoma
$521K +$33.5K +159 +8%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$520K +$34.7K +165 +8%
RC
414
Roundview Capital
New Jersey
$511K
MCM
415
Manchester Capital Management
Vermont
$506K +$421 +2 +0.1%
MAS
416
Meeder Advisory Services
Ohio
$501K -$33.5K -159 -7%
KeyBank National Association
417
KeyBank National Association
Ohio
$496K +$210 +1 +0%
SDIC
418
South Dakota Investment Council
South Dakota
$491K
NICM
419
Neo Ivy Capital Management
New York
$479K +$429K +2,037 New
WI
420
Wedgewood Investors
Pennsylvania
$476K
NB
421
Nicolet Bankshares
Wisconsin
$475K -$1.05K -5 -0.2%
BP
422
BBR Partners
New York
$471K
SG Americas Securities
423
SG Americas Securities
New York
$459K +$156K +742 +61%
First Manhattan
424
First Manhattan
New York
$449K -$3.79K -18 -0.9%
KJHP
425
K.J. Harrison & Partners
Ontario, Canada
$449K