679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
476
NorthRock Partners
Minnesota
$311K -$6.59K -28 -2%
DDPIC
477
Deroy & Devereaux Private Investment Counsel
Michigan
$309K -$11.7K -50 -4%
AAM
478
Aureus Asset Management
Massachusetts
$306K
AWM
479
Axxcess Wealth Management
California
$305K -$15.5K -66 -5%
AT
480
American Trust
Kentucky
$300K -$2.35K -10 -0.8%
WA
481
Wealth Alliance
New York
$300K +$2.12K +9 +0.7%
MNBTD
482
Moody National Bank Trust Division
Texas
$299K
CIBC World Market
483
CIBC World Market
Ontario, Canada
$297K +$21.6K +92 +8%
WDA
484
Wendell David Associates
New Hampshire
$287K +$4.71K +20 +2%
IAIM
485
International Assets Investment Management
Florida
$285K +$50.1K +213 +21%
ECG
486
Edge Capital Group
Georgia
$284K
MYAM
487
Meiji Yasuda Asset Management
Japan
$282K +$14.1K +60 +5%
AFG
488
Atomi Financial Group
New York
$281K +$706 +3 +0.3%
SPIA
489
Steward Partners Investment Advisory
New York
$280K
CCM
490
Coldstream Capital Management
Washington
$279K -$23.5K -100 -8%
TCBWMS
491
Texas Capital Bank Wealth Management Services
Texas
$276K -$89.2K -379 -24%
NHC
492
Nicholas Hoffman & Company
Georgia
$274K
Northwestern Mutual Wealth Management
493
Northwestern Mutual Wealth Management
Wisconsin
$273K +$29.4K +125 +12%
BWA
494
Burt Wealth Advisors
Maryland
$272K
CCIA
495
Cherry Creek Investment Advisors
Colorado
$271K +$471 +2 +0.2%
Lido Advisors
496
Lido Advisors
California
$269K +$269K +1,144 New
CFS
497
Cannon Financial Strategists
Georgia
$265K -$9.41K -40 -3%
CCA
498
Checchi Capital Advisers
California
$264K +$2.59K +11 +1%
ST
499
Sabal Trust
Florida
$262K
P
500
&Partners
Tennessee
$259K