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Equifax

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
P
476
Pitcairn
Pennsylvania
$276K +$8.98K +44 +3%
WT
477
Washington Trust
Rhode Island
$275K
VWMG
478
Virginia Wealth Management Group
Virginia
$275K +$306K +1,500 New
SFG
479
SNS Financial Group
Minnesota
$270K -$613 -3 -0.2%
OFG
480
Oxford Financial Group
Indiana
$268K -$3.67K -18 -1%
BRWA
481
B. Riley Wealth Advisors
Florida
$265K +$5.31K +26 +2%
GT
482
Greenleaf Trust
Michigan
$265K -$8.37K -41 -3%
TC
483
Telemus Capital
Michigan
$264K -$766K -3,752 -72%
MOS
484
MGO One Seven
Ohio
$262K -$32.1K -157 -10%
AWM
485
Axxcess Wealth Management
California
$262K +$27.2K +133 +10%
TI
486
Tidal Investments
Wisconsin
$261K +$5.92K +29 +2%
AIP
487
Ameritas Investment Partners
Nebraska
$259K -$18.4K -90 -6%
PI
488
Pettee Investors
Connecticut
$259K
PA
489
Profund Advisors
Maryland
$258K -$9.19K -45 -3%
DWA
490
Douglass Winthrop Advisors
New York
$256K
WSFS
491
Wilmington Savings Fund Society
Delaware
$256K
TCBWMS
492
Texas Capital Bank Wealth Management Services
Texas
$251K +$40.6K +199 +17%
MYAM
493
Meiji Yasuda Asset Management
Japan
$247K +$30.6K +150 +13%
NIM
494
NEOS Investment Management
Connecticut
$247K +$275K +1,346 New
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$245K -$16.5K -81 -6%
SP
496
Symmetry Partners
Connecticut
$245K -$79.4K -389 -23%
TCM
497
Teza Capital Management
Illinois
$243K +$83.1K +407 +44%
LNC
498
Lincoln National Corp
Pennsylvania
$242K -$60K -294 -18%
PCM
499
Penserra Capital Management
California
$241K -$15.9K -78 -6%
DDPIC
500
Deroy & Devereaux Private Investment Counsel
Michigan
$241K