720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.55%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
II
451
Inspire Investing
Idaho
$444K -$49.5K -200 -10%
AWS
452
Atria Wealth Solutions
New York
$442K -$742 -3 -0.2%
RRCM
453
Rappaport Reiches Capital Management
Illinois
$441K +$989 +4 +0.2%
NP
454
NorthRock Partners
Minnesota
$438K +$120K +487 +38%
CCWM
455
Correct Capital Wealth Management
Missouri
$433K +$433K +1,751 New
Vontobel Holding
456
Vontobel Holding
Switzerland
$432K -$2.97K -12 -0.7%
WSTAM
457
Wilbanks Smith & Thomas Asset Management
Virginia
$428K -$1.73K -7 -0.4%
HPC
458
HM Payson & Co
Maine
$424K
HAG
459
HighPoint Advisor Group
Illinois
$424K +$424K +1,623 New
HI
460
Horizon Investments
North Carolina
$423K +$8.66K +35 +2%
PA
461
Profund Advisors
Maryland
$412K +$63.1K +255 +18%
IIC
462
Ironwood Investment Counsel
Arizona
$408K
WJWM
463
Williams Jones Wealth Management
New York
$408K -$1.24K -5 -0.3%
TTWM
464
TCV Trust & Wealth Management
Virginia
$396K
Verition Fund Management
465
Verition Fund Management
Connecticut
$385K -$778K -3,147 -67%
EWA
466
EverSource Wealth Advisors
Alabama
$384K +$7.42K +30 +2%
PTC
467
Private Trust Company
Ohio
$380K +$247 +1 +0.1%
XT
468
XTX Topco
Cayman Islands
$379K -$343K -1,386 -48%
GT
469
Greenleaf Trust
Michigan
$373K +$15.1K +61 +4%
VA
470
Vident Advisory
Georgia
$372K -$7.67K -31 -2%
TA
471
TrueWealth Advisors
Alabama
$372K -$11.1K -45 -3%
WT
472
Washington Trust
Rhode Island
$371K
VWMG
473
Virginia Wealth Management Group
Virginia
$371K
MYAM
474
Meiji Yasuda Asset Management
Japan
$371K +$37.1K +150 +11%
SB
475
Strategic Blueprint
Georgia
$370K -$22.3K -90 -6%