679 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 223 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+21
Holders Change %
+3.19%
% of All Funds
10.71%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
67
Increased
223
Reduced
225
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
526
Summit Financial
New Jersey
$227K +$227K +964 New
CAAS
527
Capital Asset Advisory Services
Michigan
$223K -$40.9K -173 -16%
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$222K +$5.65K +24 +3%
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$221K -$36.9K -157 -14%
MLFP
530
MPS Loria Financial Planners
Illinois
$220K +$220K +935 New
PFS
531
Prospera Financial Services
Texas
$219K +$219K +926 New
SC
532
Sepio Capital
Utah
$218K +$218K +925 New
PVM
533
Palogic Value Management
Texas
$217K +$217K +923 New
MA
534
MJP Associates
Connecticut
$217K +$217K +920 New
TCM
535
Teza Capital Management
Illinois
$216K +$216K +917 New
JWCA
536
J.W. Cole Advisors
Florida
$213K +$213K +904 New
UM
537
UniSuper Management
Australia
$212K +$212K +900 New
VFA
538
Valeo Financial Advisors
Indiana
$211K +$211K +896 New
VVP
539
Venture Visionary Partners
Ohio
$210K +$210K +893 New
IAN
540
Integrated Advisors Network
Texas
$209K +$209K +887 New
MWM
541
Modera Wealth Management
New Jersey
$204K +$204K +869 New
NIMI
542
Natixis Investment Managers International
France
$200K -$247K -1,050 -55%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$196K +$29.3K +125 +18%
T
544
TOBAM
France
$191K
SIM
545
Sentry Investment Management
Wisconsin
$190K
PAM
546
Paradigm Asset Management
New York
$188K +$188K +800 New
WT
547
Whittier Trust
California
$157K
OCM
548
Osterweis Capital Management
California
$132K
UB
549
UMB Bank
Missouri
$118K
IA
550
IFP Advisors
Florida
$118K -$1.18K -5 -1%