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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
Credit Agricole
526
Credit Agricole
France
$58.3K +$54.8K +300 New
PA
527
Parallel Advisors
California
$57.8K -$17K -93 -24%
CA
528
Clearstead Advisors
Ohio
$57.5K -$5.12K -28 -9%
AIM
529
Achmea Investment Management
Netherlands
$54K -$442K -2,419 -89%
CWM
530
Compass Wealth Management
Connecticut
$53.4K +$50.3K +275 New
VCM
531
Versant Capital Management
Arizona
$52.9K -$731 -4 -1%
CSB
532
City State Bank
Iowa
$49K
WTC
533
WhitTier Trust Company
Nevada
$48.8K -$3.47K -19 -7%
LC
534
Lindbrook Capital
California
$43K +$731 +4 +2%
IA
535
IFP Advisors
Florida
$39K +$731 +4 +1%
PFBT
536
Parkside Financial Bank & Trust
Missouri
$38.7K -$9.14K -50 -20%
KFI
537
Key Financial Inc
Pennsylvania
$35.7K
TCOV
538
Trust Company of Vermont
Vermont
$33.6K
WPWM
539
Western Pacific Wealth Management
Illinois
$32.7K -$5.12K -28 -14%
PP
540
Pacifica Partners
Canada
$31.1K
CFO
541
CVA Family Office
Colorado
$31.1K +$7.31K +40 +33%
BEI
542
Benjamin Edwards Inc
Missouri
$30K +$1.28K +7 +5%
CWP
543
Concord Wealth Partners
Virginia
$28.6K +$26.9K +147 New
CWM
544
Cedar Wealth Management
California
$28.4K
GEA
545
Glen Eagle Advisors
New Jersey
$27.6K
ACA
546
Atlas Capital Advisors
Wyoming
$26K
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$25K +$12.4K +68 +111%
CT
548
Caldwell Trust
Florida
$24.5K -$87.7K -480 -79%
FHA
549
First Horizon Advisors
Tennessee
$24.1K -$13.5K -74 -37%
ST
550
Smithfield Trust
Pennsylvania
$24K -$1.46K -8 -6%