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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
OCM
426
One Capital Management
California
$447K
BCV
427
Banque Cantonale Vaudoise
Switzerland
$447K
BFA
428
Bragg Financial Advisors
North Carolina
$442K
WTA
429
Washington Trust Advisors
Massachusetts
$442K
1IA
430
1834 Investment Advisors
Wisconsin
$439K +$393K +1,865 New
DT
431
Diversified Trust
Tennessee
$435K +$3.58K +17 +0.9%
MC
432
Machina Capital
France
$432K +$386K +1,835 New
DC
433
Davenport & Co
Virginia
$429K +$38.7K +184 +11%
PGFC
434
Peapack-Gladstone Financial Corp
New Jersey
$428K -$421 -2 -0.1%
RRCM
435
Rappaport Reiches Capital Management
Illinois
$424K
SCM
436
Shapiro Capital Management
Georgia
$424K
AWS
437
Atria Wealth Solutions
New York
$420K -$1.26K -6 -0.3%
Vontobel Holding
438
Vontobel Holding
Switzerland
$414K
JMPWA
439
JP Morgan Private Wealth Advisors
California
$413K -$959K -4,556 -72%
SP
440
Symmetry Partners
Connecticut
$406K
WSTAM
441
Wilbanks Smith & Thomas Asset Management
Virginia
$406K
HPC
442
HM Payson & Co
Maine
$404K
AR
443
Apeiron RIA
Texas
$400K +$358K +1,700 New
II
444
Inspire Investing
Idaho
$393K -$38.7K -184 -10%
WJWM
445
Williams Jones Wealth Management
New York
$389K
HI
446
Horizon Investments
North Carolina
$389K +$27.6K +131 +9%
IIC
447
Ironwood Investment Counsel
Arizona
$388K
QCG
448
Quadrant Capital Group
Ohio
$388K -$3.79K -18 -1%
LNC
449
Lincoln National Corp
Pennsylvania
$380K -$6.74K -32 -2%
TTWM
450
TCV Trust & Wealth Management
Virginia
$376K