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636 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 216 increasing their positions, 214 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $19.9B → $23.5B (+$3.64B)

4.47% more ownership

Funds ownership: 94.91%99.38% (+4.5%)

2% more funds holding

Funds holding: 625636 (+11)

1% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $140M

Holders
636
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
88
Increased
216
Reduced
214
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
476
Jefferies Financial Group
New York
$243K +$228K +1,249 New
WA
477
Wealth Alliance
New York
$242K +$12.2K +67 +6%
DT
478
Diversified Trust
Tennessee
$241K +$914 +5 +0.4%
ECG
479
Edge Capital Group
Georgia
$235K -$548 -3 -0.2%
WDA
480
Wendell David Associates
New Hampshire
$233K
SPIA
481
Steward Partners Investment Advisory
New York
$231K +$9.14K +50 +4%
CIBC World Market
482
CIBC World Market
Ontario, Canada
$229K +$215K +1,177 New
CCA
483
Checchi Capital Advisers
California
$227K -$25K -137 -10%
CFS
484
Cannon Financial Strategists
Georgia
$227K -$3.84K -21 -2%
NHC
485
Nicholas Hoffman & Company
Georgia
$226K +$213K +1,164 New
BWA
486
Burt Wealth Advisors
Maryland
$225K +$211K +1,156 New
CCIA
487
Cherry Creek Investment Advisors
Colorado
$223K +$210K +1,149 New
AT
488
American Trust
Kentucky
$216K +$203K +1,113 New
ST
489
Sabal Trust
Florida
$216K +$203K +1,112 New
P
490
&Partners
Tennessee
$214K +$201K +1,100 New
MWM
491
Meridian Wealth Management
Kentucky
$209K +$197K +1,076 New
APW
492
Austin Private Wealth
Texas
$208K +$196K +1,070 New
GWM
493
GSB Wealth Management
Connecticut
$208K +$195K +1,069 New
BB
494
Busey Bank
Illinois
$206K +$193K +1,058 New
EHC
495
Everett Harris & Co
California
$204K +$192K +1,048 New
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$202K +$10.4K +57 +6%
EWM
497
Endurance Wealth Management
Rhode Island
$202K
BF
498
BOK Financial
Oklahoma
$202K +$190K +1,038 New
DILIC
499
Dai-ichi Life Insurance Company
Japan
$201K -$1.46M -8,000 -89%
SFI
500
Siemens Fonds Invest
Germany
$200K -$42.9K -235 -19%