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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
GCM
401
Graham Capital Management
Connecticut
$514K +$573K +2,807 New
AIMCA
402
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$495K
MPPW
403
Mitchell & Pahl Private Wealth
Oklahoma
$494K +$98.2K +481 +22%
HCMT
404
Highland Capital Management (Tennessee)
Tennessee
$488K
SAM
405
Silvercrest Asset Management
New York
$486K
AIM
406
Athena Investment Management
California
$482K
SM
407
Sciencast Management
New Jersey
$476K +$531K +2,600 New
Cerity Partners
408
Cerity Partners
New York
$475K -$642K -3,145 -55%
AC
409
Annandale Capital
Texas
$467K +$6.13K +30 +1%
LS
410
Livforsakringsbolaget Skandia
Sweden
$464K
VI
411
Vestcor Inc
New Brunswick, Canada
$460K -$77K -377 -13%
DAM
412
Doheny Asset Management
California
$458K
CWP
413
Cyndeo Wealth Partners
Florida
$453K
SPA
414
Sherbrooke Park Advisers
New York
$444K -$35.7K -175 -7%
MC
415
Machina Capital
France
$441K +$117K +574 +31%
NAS
416
NWF Advisory Services
California
$440K
NICM
417
Neo Ivy Capital Management
New York
$435K +$68.4K +335 +16%
VF
418
Virtu Financial
New York
$429K +$478K +2,342 New
VCM
419
Vetamer Capital Management
California
$425K -$372K -1,820 -44%
QIM
420
Quantitative Investment Management
Virginia
$423K +$472K +2,310 New
AF
421
Allworth Financial
California
$423K +$3.88K +19 +0.8%
BAMCO Inc
422
BAMCO Inc
New York
$421K -$306K -1,500 -39%
APM
423
Advanced Portfolio Management
New York
$418K +$466K +2,282 New
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$407K -$110K -538 -19%
JCM
425
Janney Capital Management
Pennsylvania
$406K -$30.6K -150 -6%