We are live on ! Find out more

636 hedge funds and large institutions have $23.5B invested in Equifax in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 216 increasing their positions, 214 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more capital invested

Capital invested by funds: $19.9B → $23.5B (+$3.64B)

4.47% more ownership

Funds ownership: 94.91%99.38% (+4.5%)

2% more funds holding

Funds holding: 625636 (+11)

1% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $71.9M | Put options by funds: $140M

Holders
636
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
10.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
88
Increased
216
Reduced
214
Closed
66
Calls
$71.9M
Puts
$140M
Net Calls
-$67.7M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
551
Summit Securities Group
New York
$24K +$22.7K +124 New
EC
552
Elequin Capital
New York
$22.9K +$21.6K +118 New
MCM
553
MV Capital Management
Maryland
$22.5K -$11K -60 -34%
AA
554
Addison Advisors
Vermont
$22.4K
PPC
555
Park Place Capital
Alabama
$22K +$21K +115 New
AAP
556
Arax Advisory Partners
Colorado
$21.2K
GRP
557
Global Retirement Partners
California
$19.5K +$2.38K +13 +15%
OIA
558
Optimum Investment Advisors
Illinois
$19.4K
USCWA
559
U.S. Capital Wealth Advisors
Texas
$19.4K +$18.3K +100 New
MFA
560
McClarren Financial Advisors
Pennsylvania
$19K
DAM
561
Delta Asset Management
Tennessee
$17.5K +$16.4K +90 New
DFCM
562
Dark Forest Capital Management
Puerto Rico
$17.3K +$16.3K +89 New
BTI
563
Blue Trust Inc
Georgia
$17K +$9.5K +52 +106%
WPA
564
West Paces Advisors
Georgia
$16.7K
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$15.9K
FFA
566
Farther Finance Advisors
California
$15.7K +$14.8K +81 New
CFD
567
Creative Financial Designs
Indiana
$14.6K
CPG
568
Cornerstone Planning Group
New Jersey
$14.4K +$12.1K +66 New
TFGT
569
TS Financial Group (TSFG)
Illinois
$14K
RWM
570
Ruedi Wealth Management
Illinois
$13.4K +$12.6K +69 New
VNA
571
Valley National Advisers
Pennsylvania
$13K -$11.1K -61 -50%
C
572
Covestor
United Kingdom
$13K -$1.28K -7 -10%
SWM
573
Spire Wealth Management
Virginia
$13K +$5.3K +29 +81%
OLVIG
574
Oliver Lagore Vanvalin Investment Group
Michigan
$12.8K -$183 -1 -1%
FA
575
Fiduciary Alliance
South Carolina
$12.8K +$12.1K +66 New