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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
PGFC
451
Peapack-Gladstone Financial Corp
New Jersey
$334K
AWM
452
Apollon Wealth Management
South Carolina
$330K +$161K +790 +78%
SCM
453
Shapiro Capital Management
Georgia
$330K
QCG
454
Quadrant Capital Group
Ohio
$329K +$30.8K +151 +9%
AWS
455
Atria Wealth Solutions
New York
$328K +$1.63K +8 +0.4%
JMPWA
456
JP Morgan Private Wealth Advisors
California
$328K +$7.76K +38 +2%
Assenagon Asset Management
457
Assenagon Asset Management
Luxembourg
$327K -$1.27M -6,214 -78%
RRCM
458
Rappaport Reiches Capital Management
Illinois
$326K -$3.88K -19 -1%
Vontobel Holding
459
Vontobel Holding
Switzerland
$322K
FMAEN1
460
Fund Management at Engine No 1
California
$321K +$32.3K +158 +10%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$318K +$2.65K +13 +0.8%
AFG
462
Atomi Financial Group
New York
$316K +$108K +531 +44%
GS
463
GTS Securities
New York
$315K +$352K +1,722 New
HPC
464
HM Payson & Co
Maine
$314K
HI
465
Horizon Investments
North Carolina
$307K +$4.7K +23 +1%
WJWM
466
Williams Jones Wealth Management
New York
$303K
BCV
467
Banque Cantonale Vaudoise
Switzerland
$300K -$53.7K -263 -14%
TTWM
468
TCV Trust & Wealth Management
Virginia
$293K
SB
469
Strategic Blueprint
Georgia
$290K
TA
470
TrueWealth Advisors
Alabama
$284K -$613 -3 -0.2%
IIC
471
Ironwood Investment Counsel
Arizona
$282K
VA
472
Vident Advisory
Georgia
$282K +$314K +1,537 New
PTC
473
Private Trust Company
Ohio
$281K -$2.86K -14 -0.9%
MAS
474
Meeder Advisory Services
Ohio
$279K -$124K -607 -28%
EWA
475
EverSource Wealth Advisors
Alabama
$278K -$14.9K -73 -5%