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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
HDIM
551
Hanson & Doremus Investment Management
Vermont
$68K
HT
552
Headlands Technologies
Illinois
$67.4K +$75.1K +368 New
DIP
553
DT Investment Partners
Pennsylvania
$65K
PSB
554
Piscataqua Savings Bank
New Hampshire
$61.7K
GWS
555
Glassman Wealth Services
Virginia
$57K -$1.02K -5 -2%
PA
556
Parallel Advisors
California
$55K -$26.1K -128 -30%
VCM
557
Versant Capital Management
Arizona
$53.1K -$204 -1 -0.3%
WTG
558
West Tower Group
Virginia
$51.5K +$57.4K +281 New
CWM
559
Compass Wealth Management
Connecticut
$50.4K
FFC
560
First Financial Corp
Indiana
$48.4K +$53.9K +264 New
CSB
561
City State Bank
Iowa
$46K
WTC
562
WhitTier Trust Company
Nevada
$44.1K -$2.04K -10 -4%
IPW
563
Impact Partnership Wealth
Georgia
$44K +$49K +240 New
KFI
564
Key Financial Inc
Pennsylvania
$41.6K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$39K -$3.27K -16 -7%
BEI
566
Benjamin Edwards Inc
Missouri
$39K +$4.08K +20 +10%
FFA
567
Farther Finance Advisors
California
$36.6K +$6.94K +34 +20%
CIA
568
Cape Investment Advisory
Georgia
$36.6K
GCGDR
569
Geo Capital Gestora de Recursos
Brazil
$36K -$5.31K -26 -12%
ST
570
Smithfield Trust
Pennsylvania
$36K +$14.5K +71 +55%
SWM
571
Spire Wealth Management
Virginia
$36K +$6.74K +33 +20%
GWM
572
Geneos Wealth Management
Colorado
$35.4K +$16.3K +80 +71%
CWM
573
Cedar Wealth Management
California
$33K
CCP
574
Carmel Capital Partners
California
$31K +$11.2K +55 +48%
NA
575
NewEdge Advisors
Louisiana
$30.2K +$2.25K +11 +7%