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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
IIP
26
Intermede Investment Partners
United Kingdom
$149M +$59.2M +289,875 +56%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$141M +$9.96M +48,804 +7%
KCM
28
Kensico Capital Management
Connecticut
$136M +$78.5M +384,600 +108%
Legal & General Group
29
Legal & General Group
United Kingdom
$132M -$6.27M -30,716 -4%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$126M +$141M +688,766 New
EIG
31
EdgePoint Investment Group
Ontario, Canada
$119M -$76.5M -374,643 -37%
Charles Schwab
32
Charles Schwab
California
$116M +$1.7M +8,329 +1%
UBS AM
33
UBS AM
Illinois
$107M +$47.1M +230,909 +65%
Marshall Wace
34
Marshall Wace
United Kingdom
$106M -$45.4M -222,178 -28%
CVA
35
Ceredex Value Advisors
Florida
$101M +$82.3M +403,208 +270%
Bank of America
36
Bank of America
North Carolina
$95.4M -$1.42M -6,975 -1%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$94.2M -$3.26M -15,948 -3%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$93.8M -$5.92M -29,000 -5%
AC
39
AKO Capital
United Kingdom
$93.4M -$55.6M -272,276 -35%
Wells Fargo
40
Wells Fargo
California
$92.1M +$1.76M +8,637 +2%
Fundsmith LLP
41
Fundsmith LLP
United Kingdom
$90.1M -$693K -3,395 -0.7%
CS
42
Credit Suisse
Switzerland
$87.7M -$955K -4,679 -1%
Aviva
43
Aviva
United Kingdom
$82.6M +$2.48M +12,125 +3%
Goldman Sachs
44
Goldman Sachs
New York
$79.6M +$1.12M +5,495 +1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$72.3M -$10.2M -50,100 -11%
BAM
46
Burgundy Asset Management
Ontario, Canada
$60.3M -$2.08M -10,175 -3%
Citadel Advisors
47
Citadel Advisors
Florida
$60M +$65.9M +322,973 +7,337%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$58.9M -$20.6M -100,760 -24%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$57.1M +$22.1M +108,117 +53%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$56.2M +$2.04M +10,008 +3%