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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
EIG
26
EdgePoint Investment Group
Ontario, Canada
$241M +$615K +2,920 +0.3%
Bessemer Group
27
Bessemer Group
New Jersey
$191M -$20.4M -96,903 -11%
Marshall Wace
28
Marshall Wace
United Kingdom
$188M +$115M +548,271 +217%
AC
29
AKO Capital
United Kingdom
$184M -$7.31M -34,723 -4%
Legal & General Group
30
Legal & General Group
United Kingdom
$177M -$2.23M -10,588 -1%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$177M -$623K -2,960 -0.4%
PAMS
32
Pictet Asset Management (Switzerland)
Switzerland
$171M -$7.04M -33,465 -4%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$169M +$1.73M +8,233 +1%
Charles Schwab
34
Charles Schwab
California
$147M +$402K +1,911 +0.3%
Franklin Resources
35
Franklin Resources
California
$137M -$1.18M -5,615 -1%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$127M +$2.58M +12,260 +2%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$125M -$45.9M -217,901 -29%
Bank of America
38
Bank of America
North Carolina
$124M -$20.3M -96,630 -15%
IIP
39
Intermede Investment Partners
United Kingdom
$123M -$124K -591 -0.1%
Fundsmith LLP
40
Fundsmith LLP
United Kingdom
$117M
Wells Fargo
41
Wells Fargo
California
$116M -$1.11M -5,293 -1%
CS
42
Credit Suisse
Switzerland
$114M -$8.61M -40,913 -8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$105M -$8.59M -40,800 -8%
Aviva
44
Aviva
United Kingdom
$103M +$5.51M +26,179 +6%
Goldman Sachs
45
Goldman Sachs
New York
$101M +$34.1M +161,983 +61%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$99.4M -$4.25M -20,172 -5%
KCM
47
Kensico Capital Management
Connecticut
$83.6M -$968K -4,600 -1%
BAM
48
Burgundy Asset Management
Ontario, Canada
$79.8M +$9.54M +45,323 +15%
DCP
49
Durable Capital Partners
Maryland
$72.9M +$11.4M +54,070 +21%
Barclays
50
Barclays
United Kingdom
$72.5M -$7.77M -36,937 -11%