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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
SIC
501
Salem Investment Counselors
North Carolina
$192K
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$184K +$50.6K +277 +41%
Simplex Trading
503
Simplex Trading
Illinois
$183K +$173K +944 New
SIM
504
Sentry Investment Management
Wisconsin
$157K
WT
505
Whittier Trust
California
$130K -$548 -3 -0.4%
SBL
506
Sargent Bickham Lagudis
Colorado
$129K
T
507
TOBAM
France
$127K
PI
508
PEAK6 Investments
Illinois
$124K +$117K +640 New
PCM
509
Penserra Capital Management
California
$123K +$9.14K +50 +9%
HB
510
Horizon Bancorp
Indiana
$119K +$112K +614 New
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$118K -$16.4K -90 -13%
OCM
512
Osterweis Capital Management
California
$109K
Dimensional Fund Advisors
513
Dimensional Fund Advisors
Texas
$98.8K +$3.55M +19,438 +4%
UB
514
UMB Bank
Missouri
$97K
PK
515
Pflug Koory
Nebraska
$85K
AA
516
Alta Advisers
United Kingdom
$78K
NL
517
NVWM LLC
Pennsylvania
$77.7K
EBA
518
Eagle Bay Advisors
New York
$72.5K +$51.7K +283 +314%
Capstone Investment Advisors
519
Capstone Investment Advisors
New York
$70.7K -$4.63M -25,362 -99%
GPI
520
General Partner Inc
Pennsylvania
$70.7K +$66.5K +364 New
DIP
521
DT Investment Partners
Pennsylvania
$69K
ASN
522
Advisory Services Network
Georgia
$66.3K -$200K -1,092 -76%
PSB
523
Piscataqua Savings Bank
New Hampshire
$65.5K
GCGDR
524
Geo Capital Gestora de Recursos
Brazil
$59K -$2.74K -15 -5%
GWS
525
Glassman Wealth Services
Virginia
$58.3K +$5.12K +28 +10%