663 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, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
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
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$166K +$12.7K +69 +8%
UM
527
UniSuper Management
Australia
$165K
DGAM
528
Desjardins Global Asset Management
Quebec, Canada
$161K -$120K -653 -43%
NIMI
529
Natixis Investment Managers International
France
$156K
PAM
530
Paradigm Asset Management
New York
$147K
CWP
531
Concord Wealth Partners
Virginia
$134K +$134K +729 New
SIM
532
Sentry Investment Management
Wisconsin
$130K -$17.9K -98 -12%
WT
533
Whittier Trust
California
$129K +$6.41K +35 +5%
OCM
534
Osterweis Capital Management
California
$103K
WBC
535
Westpac Banking Corp
Australia
$101K -$2.22M -12,113 -96%
IA
536
IFP Advisors
Florida
$100K +$8.61K +47 +9%
CA
537
Clearstead Advisors
Ohio
$100K +$50K +273 +100%
Legacy Financial Group (Iowa)
538
Legacy Financial Group (Iowa)
Iowa
$94.7K +$94.7K +517 New
UB
539
UMB Bank
Missouri
$92K
PBK
540
Peoples Bank (Kansas)
Kansas
$87K +$87K +475 New
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$82.8K +$9.53K +52 +13%
PK
542
Pflug Koory
Nebraska
$78.8K -$916 -5 -1%
EBA
543
Eagle Bay Advisors
New York
$76.4K +$18.1K +99 +31%
T
544
TOBAM
France
$76K -$73.2K -399 -49%
AA
545
Alta Advisers
United Kingdom
$73.3K
NL
546
NVWM LLC
Pennsylvania
$73.3K
LC
547
Lindbrook Capital
California
$72.5K +$10.4K +57 +17%
HDIM
548
Hanson & Doremus Investment Management
Vermont
$68K
HT
549
Headlands Technologies
Illinois
$67.4K +$67.4K +368 New
DIP
550
DT Investment Partners
Pennsylvania
$65K