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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
CCA
501
Checchi Capital Advisers
California
$264K +$2.31K +11 +1%
ST
502
Sabal Trust
Florida
$262K
PNC
503
Park National Corp
Ohio
$259K
P
504
&Partners
Tennessee
$259K
MWM
505
Meridian Wealth Management
Kentucky
$258K +$210 +1 +0.1%
HW
506
Hancock Whitney
Mississippi
$255K +$228K +1,081 New
APW
507
Austin Private Wealth
Texas
$252K
Wealth Enhancement Advisory Services
508
Wealth Enhancement Advisory Services
Minnesota
$252K -$29.7K -141 -12%
GWM
509
GSB Wealth Management
Connecticut
$251K
IFG
510
Independent Financial Group
California
$248K +$221K +1,052 New
FH
511
FWG Holdings
Florida
$247K +$50.7K +241 +24%
BB
512
Busey Bank
Illinois
$247K
EHC
513
Everett Harris & Co
California
$247K
EWM
514
Endurance Wealth Management
Rhode Island
$245K
DILIC
515
Dai-ichi Life Insurance Company
Japan
$244K
GCP
516
GSA Capital Partners
United Kingdom
$239K +$213K +1,014 New
AWM
517
Apollon Wealth Management
South Carolina
$238K -$61.2K -291 -22%
SFI
518
Siemens Fonds Invest
Germany
$237K
HCM
519
Howland Capital Management
Massachusetts
$237K
GT
520
Glenview Trust
Kentucky
$236K +$1.05K +5 +0.5%
FWCM
521
Ferguson Wellman Capital Management
Oregon
$236K -$210 -1 -0.1%
PCS
522
Personal CFO Solutions
New Jersey
$236K +$211K +1,002 New
CG
523
Clarus Group
Texas
$235K
NFG
524
Nadler Financial Group
Illinois
$235K
WTB
525
Washington Trust Bank
Washington
$235K