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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
Lido Advisors
501
Lido Advisors
California
$240K +$34.1K +167 +15%
CCIA
502
Campbell & Co Investment Adviser
Maryland
$239K +$266K +1,302 New
AAM
503
Aureus Asset Management
Massachusetts
$238K
CI
504
Cigna Investments
Connecticut
$238K -$35.5K -174 -12%
MNBTD
505
Moody National Bank Trust Division
Texas
$237K +$5.1K +25 +2%
CG
506
Caprock Group
Idaho
$237K -$34.9K -171 -12%
NP
507
NorthRock Partners
Minnesota
$236K -$7.35K -36 -3%
FH
508
FWG Holdings
Florida
$234K +$12.3K +60 +5%
VSQM
509
V-Square Quantitative Management
Illinois
$230K +$197K +963 +331%
Northwestern Mutual Wealth Management
510
Northwestern Mutual Wealth Management
Wisconsin
$229K +$18.6K +91 +8%
MM
511
MQS Management
New York
$228K +$254K +1,244 New
SPIA
512
Steward Partners Investment Advisory
New York
$221K +$4.08K +20 +2%
WDA
513
Wendell David Associates
New Hampshire
$220K -$4.08K -20 -2%
ECG
514
Edge Capital Group
Georgia
$216K -$5.51K -27 -2%
NHC
515
Nicholas Hoffman & Company
Georgia
$213K
BWA
516
Burt Wealth Advisors
Maryland
$212K
CCIA
517
Cherry Creek Investment Advisors
Colorado
$212K +$408 +2 +0.2%
Credit Agricole
518
Credit Agricole
France
$211K +$174K +854 +285%
AT
519
American Trust
Kentucky
$209K -$27K -132 -10%
CGL
520
Clarius Group LLC
Washington
$206K -$58.4K -286 -20%
SC
521
Syon Capital
California
$205K +$229K +1,121 New
ST
522
Sabal Trust
Florida
$204K
WA
523
Wealth Alliance
New York
$203K -$33.9K -166 -13%
CFS
524
Cannon Financial Strategists
Georgia
$202K -$4.9K -24 -2%
PNC
525
Park National Corp
Ohio
$201K