652 hedge funds and large institutions have $28.4B invested in Equifax in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+26
Holders Change %
+4.15%
% of All Funds
11.45%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
70
Increased
222
Reduced
210
Closed
39
Calls
$230M
Puts
$125M
Net Calls
+$105M
Net Calls Change
+$113M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
551
Shelton Capital Management
Colorado
$201K +$201K +794 New
IFWM
552
Institute for Wealth Management
Colorado
$201K +$201K +795 New
KFA
553
Kelleher Financial Advisors
New York
$200K +$200K +790 New
EI
554
Ellevest Inc
New York
$196K +$29.6K +117 +18%
BU
555
BBVA USA
Alabama
$176K -$14.2K -56 -7%
First Manhattan
556
First Manhattan
New York
$175K
NICM
557
Neo Ivy Capital Management
New York
$167K +$167K +973 New
PA
558
Parallel Advisors
California
$130K +$42.3K +167 +48%
PK
559
Pflug Koory
Nebraska
$123K
GLLW
560
Graves Light Lenhart Wealth
Virginia
$120K
NL
561
NVWM LLC
Pennsylvania
$114K
CA
562
Clearstead Advisors
Ohio
$112K +$92.1K +362 +464%
PCM
563
Penserra Capital Management
California
$111K +$10.1K +40 +10%
LAS
564
Lloyd Advisory Services
Georgia
$108K
T
565
TOBAM
France
$105K
APP
566
Alpha Paradigm Partners
Illinois
$101K +$101K +398 New
PSB
567
Piscataqua Savings Bank
New Hampshire
$85K
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$84K
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$81.9K +$81.9K +323 New
EIP
570
Ellis Investment Partners
Pennsylvania
$78K
CFA
571
Carroll Financial Associates
North Carolina
$77K
GWS
572
Glassman Wealth Services
Virginia
$73K +$2.03K +8 +3%
QCG
573
Quadrant Capital Group
Ohio
$73K +$9.31K +37 +15%
VCM
574
Versant Capital Management
Arizona
$69K -$2.02K -8 -3%
JWM
575
Jackson Wealth Management
Florida
$52K +$52K +11,201 New