We are live on ! Find out more

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
TI
476
Tidal Investments
Wisconsin
$328K -$33.3K -158 -10%
BNP Paribas Asset Management
477
BNP Paribas Asset Management
France
$317K -$113K -535 -28%
VIA
478
Vident Investment Advisory
Georgia
$316K +$282K +1,341 New
NP
479
NorthRock Partners
Minnesota
$311K -$5.89K -28 -2%
DDPIC
480
Deroy & Devereaux Private Investment Counsel
Michigan
$309K -$10.5K -50 -4%
AAM
481
Aureus Asset Management
Massachusetts
$306K
AWM
482
Axxcess Wealth Management
California
$305K -$13.9K -66 -5%
AT
483
American Trust
Kentucky
$300K -$2.1K -10 -0.8%
WA
484
Wealth Alliance
New York
$300K +$1.89K +9 +0.7%
MNBTD
485
Moody National Bank Trust Division
Texas
$299K
CIBC World Market
486
CIBC World Market
Ontario, Canada
$297K +$19.4K +92 +8%
WDA
487
Wendell David Associates
New Hampshire
$287K +$4.21K +20 +2%
IAIM
488
International Assets Investment Management
Florida
$285K +$44.8K +213 +21%
ECG
489
Edge Capital Group
Georgia
$284K
MYAM
490
Meiji Yasuda Asset Management
Japan
$282K +$12.6K +60 +5%
AFG
491
Atomi Financial Group
New York
$281K +$631 +3 +0.3%
SPIA
492
Steward Partners Investment Advisory
New York
$280K
CCM
493
Coldstream Capital Management
Washington
$279K -$21K -100 -8%
TCBWMS
494
Texas Capital Bank Wealth Management Services
Texas
$276K -$79.8K -379 -24%
NHC
495
Nicholas Hoffman & Company
Georgia
$274K
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$273K +$26.3K +125 +12%
BWA
497
Burt Wealth Advisors
Maryland
$272K
CCIA
498
Cherry Creek Investment Advisors
Colorado
$271K +$421 +2 +0.2%
Lido Advisors
499
Lido Advisors
California
$269K +$241K +1,144 New
CFS
500
Cannon Financial Strategists
Georgia
$265K -$8.42K -40 -3%