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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
FMAEN1
451
Fund Management at Engine No 1
California
$376K +$23.8K +113 +8%
EWA
452
EverSource Wealth Advisors
Alabama
$375K -$1.05K -5 -0.3%
MOS
453
MGO One Seven
Ohio
$373K -$1.89K -9 -0.6%
SB
454
Strategic Blueprint
Georgia
$373K
TA
455
TrueWealth Advisors
Alabama
$365K -$6.31K -30 -2%
PTC
456
Private Trust Company
Ohio
$364K -$4.42K -21 -1%
DGAM
457
Desjardins Global Asset Management
Quebec, Canada
$360K +$85K +404 +36%
BWP
458
BSW Wealth Partners
Colorado
$357K -$421 -2 -0.1%
AIP
459
Ameritas Investment Partners
Nebraska
$354K
WT
460
Washington Trust
Rhode Island
$353K
GT
461
Greenleaf Trust
Michigan
$350K +$12.4K +59 +4%
OFG
462
Oxford Financial Group
Indiana
$348K -$49.3K -234 -14%
SFG
463
SNS Financial Group
Minnesota
$347K -$210 -1 -0.1%
CI
464
Cigna Investments
Connecticut
$346K
CG
465
Caprock Group
Idaho
$345K -$99.8K -474 -24%
P
466
Pitcairn
Pennsylvania
$344K -$8.21K -39 -3%
PA
467
Profund Advisors
Maryland
$343K +$25.7K +122 +9%
BRWA
468
B. Riley Wealth Advisors
Florida
$335K +$16.6K +79 +6%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$334K -$4.63K -22 -2%
PI
470
Pettee Investors
Connecticut
$332K
CGL
471
Clarius Group LLC
Washington
$332K +$1.05K +5 +0.4%
DWA
472
Douglass Winthrop Advisors
New York
$329K
WSFS
473
Wilmington Savings Fund Society
Delaware
$329K
PCM
474
Penserra Capital Management
California
$329K +$161K +767 +120%
DS
475
DRW Securities
Illinois
$329K +$295K +1,400 New