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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
TI
451
Tidal Investments
Wisconsin
$282K +$5.3K +29 +2%
DC
452
Davenport & Co
Virginia
$281K -$198K -1,085 -43%
UCFA
453
United Capital Financial Advisors
Texas
$280K +$16.1K +88 +7%
CGL
454
Clarius Group LLC
Washington
$277K +$11.3K +62 +5%
CG
455
Caprock Group
Idaho
$277K -$137K -748 -34%
PI
456
Pettee Investors
Connecticut
$275K
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$274K -$29.4K -161 -10%
NP
458
NorthRock Partners
Minnesota
$272K +$256K +1,401 New
PNC
459
Park National Corp
Ohio
$272K
DWA
460
Douglass Winthrop Advisors
New York
$272K
CAAS
461
Capital Asset Advisory Services
Michigan
$272K -$296K -1,622 -56%
HI
462
Horizon Investments
North Carolina
$271K +$29.8K +163 +13%
ZCA
463
Zeke Capital Advisors
Pennsylvania
$270K +$548 +3 +0.2%
Pacer Advisors
464
Pacer Advisors
Pennsylvania
$266K -$207K -1,131 -45%
DDPIC
465
Deroy & Devereaux Private Investment Counsel
Michigan
$265K
AWM
466
Axxcess Wealth Management
California
$264K +$31.3K +171 +14%
JIC
467
Johnson Investment Counsel
Ohio
$264K +$248K +1,356 New
Los Angeles Capital Management
468
Los Angeles Capital Management
California
$263K -$82.4K -451 -25%
FMAEN1
469
Fund Management at Engine No 1
California
$262K +$31.3K +171 +15%
OPS
470
Orion Portfolio Solutions
Nebraska
$262K +$246K +1,347 New
GT
471
Greenleaf Trust
Michigan
$258K -$25.2K -138 -9%
AAM
472
Aureus Asset Management
Massachusetts
$253K
CCM
473
Coldstream Capital Management
Washington
$250K +$235K +1,287 New
PA
474
Profund Advisors
Maryland
$247K +$233K +1,273 New
MNBTD
475
Moody National Bank Trust Division
Texas
$247K