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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
AAM
526
Auxier Asset Management
Oregon
$235K +$210K +1,000 New
IAA
527
Independent Advisor Alliance
North Carolina
$233K
TWM
528
Thrive Wealth Management
Pennsylvania
$232K +$208K +987 New
SIC
529
Salem Investment Counselors
North Carolina
$232K
SF
530
Summit Financial
New Jersey
$227K +$203K +964 New
CAAS
531
Capital Asset Advisory Services
Michigan
$223K -$36.4K -173 -16%
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$222K +$5.05K +24 +3%
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$221K -$33K -157 -14%
MLFP
534
MPS Loria Financial Planners
Illinois
$220K +$197K +935 New
PFS
535
Prospera Financial Services
Texas
$219K +$195K +926 New
SC
536
Sepio Capital
Utah
$218K +$195K +925 New
PVM
537
Palogic Value Management
Texas
$217K +$194K +923 New
MA
538
MJP Associates
Connecticut
$217K +$194K +920 New
TCM
539
Teza Capital Management
Illinois
$216K +$193K +917 New
JWCA
540
J.W. Cole Advisors
Florida
$213K +$190K +904 New
UM
541
UniSuper Management
Australia
$212K +$189K +900 New
VFA
542
Valeo Financial Advisors
Indiana
$211K +$189K +896 New
VVP
543
Venture Visionary Partners
Ohio
$210K +$188K +893 New
IAN
544
Integrated Advisors Network
Texas
$209K +$187K +887 New
MWM
545
Modera Wealth Management
New Jersey
$204K +$183K +869 New
NIMI
546
Natixis Investment Managers International
France
$200K -$221K -1,050 -55%
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$196K +$26.3K +125 +18%
T
548
TOBAM
France
$191K
SIM
549
Sentry Investment Management
Wisconsin
$190K
PAM
550
Paradigm Asset Management
New York
$188K +$168K +800 New