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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
MWM
426
Meridian Wealth Management
Kentucky
$402K +$225K +1,101 +101%
IAIM
427
International Assets Investment Management
Florida
$400K +$40.8M +199,969 +16,485%
BFG
428
Bleakley Financial Group
New Jersey
$398K -$60.6K -297 -12%
SS
429
Simplicity Solutions
Minnesota
$398K -$60.2K -295 -12%
RC
430
Roundview Capital
New Jersey
$393K -$5.1K -25 -1%
CCI
431
Credit Capital Investments
New Jersey
$389K +$434K +2,124 New
IG
432
ING Group
Netherlands
$386K +$430K +2,106 New
KeyBank National Association
433
KeyBank National Association
Ohio
$385K -$1.63K -8 -0.4%
RC
434
Rovin Capital
Arizona
$384K -$25.9K -127 -6%
BNP Paribas Asset Management
435
BNP Paribas Asset Management
France
$382K +$150K +737 +55%
WPC
436
Wedmont Private Capital
Pennsylvania
$381K -$53.5K -262 -11%
WI
437
Wedgewood Investors
Pennsylvania
$371K
NB
438
Nicolet Bankshares
Wisconsin
$370K
FA
439
FDx Advisors
Illinois
$368K -$304K -1,488 -43%
BP
440
BBR Partners
New York
$366K
TWA
441
Trellis Wealth Advisors
California
$366K +$408K +2,000 New
II
442
Inspire Investing
Idaho
$365K +$66.2K +324 +19%
AA
443
Ancora Advisors
Ohio
$362K -$50.2K -246 -11%
DC
444
Davenport & Co
Virginia
$362K +$30.6K +150 +8%
CC
445
Centiva Capital
New York
$351K +$391K +1,915 New
First Manhattan
446
First Manhattan
New York
$350K
MCM
447
Manchester Capital Management
Vermont
$348K -$51K -250 -12%
BFA
448
Bragg Financial Advisors
North Carolina
$344K
WTA
449
Washington Trust Advisors
Massachusetts
$344K
DT
450
Diversified Trust
Tennessee
$338K -$1.43K -7 -0.4%