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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
P
526
&Partners
Tennessee
$201K
SIC
527
Salem Investment Counselors
North Carolina
$181K
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$178K +$5.72K +28 +3%
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$166K +$14.1K +69 +8%
UM
530
UniSuper Management
Australia
$165K
DGAM
531
Desjardins Global Asset Management
Quebec, Canada
$161K -$133K -653 -43%
NIMI
532
Natixis Investment Managers International
France
$156K
PAM
533
Paradigm Asset Management
New York
$147K
CWP
534
Concord Wealth Partners
Virginia
$134K +$149K +729 New
SIM
535
Sentry Investment Management
Wisconsin
$130K -$20K -98 -12%
WT
536
Whittier Trust
California
$129K +$7.15K +35 +5%
OCM
537
Osterweis Capital Management
California
$103K
WBC
538
Westpac Banking Corp
Australia
$101K -$2.47M -12,113 -96%
IA
539
IFP Advisors
Florida
$100K +$9.6K +47 +9%
CA
540
Clearstead Advisors
Ohio
$100K +$55.7K +273 +100%
Legacy Financial Group (Iowa)
541
Legacy Financial Group (Iowa)
Iowa
$94.7K +$106K +517 New
UB
542
UMB Bank
Missouri
$92K
PBK
543
Peoples Bank (Kansas)
Kansas
$87K +$97K +475 New
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$82.8K +$10.6K +52 +13%
PK
545
Pflug Koory
Nebraska
$78.8K -$1.02K -5 -1%
EBA
546
Eagle Bay Advisors
New York
$76.4K +$20.2K +99 +31%
T
547
TOBAM
France
$76K -$81.5K -399 -49%
AA
548
Alta Advisers
United Kingdom
$73.3K
NL
549
NVWM LLC
Pennsylvania
$73.3K
LC
550
Lindbrook Capital
California
$72.5K +$11.6K +57 +17%