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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
Vontobel Holding
426
Vontobel Holding
Switzerland
$334K +$41.7K +228 +15%
OFG
427
Oxford Financial Group
Indiana
$333K +$46.1K +252 +17%
VF
428
Virtu Financial
New York
$331K +$312K +1,705 New
WJWM
429
Williams Jones Wealth Management
New York
$321K -$183 -1 -0.1%
IIC
430
Ironwood Investment Counsel
Arizona
$321K
QCG
431
Quadrant Capital Group
Ohio
$318K +$51.4K +281 +21%
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$315K -$26.7K -146 -8%
TTWM
433
TCV Trust & Wealth Management
Virginia
$311K -$3.47K -19 -1%
TCBWMS
434
Texas Capital Bank Wealth Management Services
Texas
$311K +$7.31K +40 +3%
PTC
435
Private Trust Company
Ohio
$310K -$21.7K -119 -7%
SB
436
Strategic Blueprint
Georgia
$308K +$290K +1,587 New
TA
437
TrueWealth Advisors
Alabama
$308K
EI
438
Ellevest Inc
New York
$304K +$151K +827 +112%
EWA
439
EverSource Wealth Advisors
Alabama
$303K -$215K -1,178 -43%
BAMF
440
BI Asset Management Fondsmaeglerselskab
Denmark
$302K +$284K +1,556 New
AWM
441
Apollon Wealth Management
South Carolina
$298K +$281K +1,535 New
SS
442
Simplicity Solutions
Minnesota
$297K +$46.8K +256 +20%
MAM
443
Meeder Asset Management
Ohio
$295K -$230K -1,258 -45%
CI
444
Cigna Investments
Connecticut
$293K
P
445
Pitcairn
Pennsylvania
$292K -$1.83K -10 -0.7%
WT
446
Washington Trust
Rhode Island
$292K
WSFS
447
Wilmington Savings Fund Society
Delaware
$286K
MOS
448
MGO One Seven
Ohio
$285K +$11K +60 +4%
BWP
449
BSW Wealth Partners
Colorado
$285K +$268K +1,467 New
SFG
450
SNS Financial Group
Minnesota
$285K +$183 +1 +0.1%