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
MCC
576
Money Concepts Capital
Florida
$12.7K +$914 +5 +8%
BIA
577
Bell Investment Advisors
California
$12.2K +$7.49K +41 +186%
CT
578
Cambridge Trust
Massachusetts
$12K
LSA
579
Leonteq Securities AG
Switzerland
$11.5K +$10.4K +57 +2,850%
ME
580
McIlrath & Eck
Washington
$10.3K
EARNEST Partners
581
EARNEST Partners
Georgia
$9.91K
BAAM
582
Baker Avenue Asset Management
California
$9.52K +$8.96K +49 New
HI
583
Harbour Investments
Wisconsin
$9.33K +$548 +3 +7%
MRCM
584
M&R Capital Management
New Jersey
$8.94K +$8.41K +46 New
MFT
585
Moisand Fitzgerald Tamayo
Florida
$8.36K +$2.74K +15 +54%
SA
586
SRH Advisors
Kansas
$8K
LFG
587
Larson Financial Group
Missouri
$7.77K +$7.31K +40 New
NA
588
NewEdge Advisors
Louisiana
$7.61K +$37.5K +205 New
BBHC
589
Brown Brothers Harriman & Co
New York
$7.58K
TJHA
590
Thomas J. Herzfeld Advisors
Florida
$7.39K +$366 +2 +6%
SWA
591
Sutton Wealth Advisors
Florida
$6.61K -$366 -2 -6%
JWA
592
JFS Wealth Advisors
Pennsylvania
$6.38K -$58.5K -320 -91%
BC
593
Bartlett & Co
Ohio
$6K
CAL
594
Capital Advisors Ltd
Ohio
$6K +$20.5K +112 New
AWM
595
Accurate Wealth Management
Florida
$5.95K +$5.3K +29 New
CAC
596
Core Alternative Capital
Georgia
$5.84K
BCWM
597
Bartlett & Co Wealth Management
Ohio
$5.83K
TCWA
598
Ten Capital Wealth Advisors
Washington
$5.83K
AF
599
Advisornet Financial
Minnesota
$5.44K -$11.7K -64 -70%
ZIG
600
Zullo Investment Group
Pennsylvania
$5.25K