We are live on ! Find out more

685 hedge funds and large institutions have $28.7B invested in Equifax in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 227 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

17% more capital invested

Capital invested by funds: $24.5B → $28.7B (+$4.2B)

3% more funds holding

Funds holding: 663685 (+22)

1.43% more ownership

Funds ownership: 98.08%99.51% (+1.4%)

1% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 227

11% less call options, than puts

Call options by funds: $74.7M | Put options by funds: $83.9M

Holders
685
Holders Change
+22
Holders Change %
+3.32%
% of All Funds
10.76%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
68
Increased
224
Reduced
227
Closed
45
Calls
$74.7M
Puts
$83.9M
Net Calls
-$9.23M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
576
Key Financial Inc
Pennsylvania
$53.4K +$4K +19 +9%
GCGDR
577
Geo Capital Gestora de Recursos
Brazil
$53K -$10.9K -52 -19%
HB
578
Horizon Bancorp
Indiana
$48K -$81.2K -386 -65%
CIA
579
Cape Investment Advisory
Georgia
$47.1K
CFO
580
CVA Family Office
Colorado
$45.6K +$5.05K +24 +14%
OP
581
ORG Partners
Indiana
$45.4K +$41.7K +198 New
BEI
582
Benjamin Edwards Inc
Missouri
$45K -$24.4K -116 -38%
CWM
583
Cedar Wealth Management
California
$42.4K +$2.95K +14 +8%
FFA
584
Farther Finance Advisors
California
$39.1K +$9.68K +46 +38%
SWM
585
Spire Wealth Management
Virginia
$38.3K +$4.42K +21 +15%
SSG
586
Summit Securities Group
New York
$38K -$17K -81 -34%
PP
587
Pacifica Partners
Canada
$37K
NA
588
NewEdge Advisors
Louisiana
$36.4K -$2.53K -12 -7%
TCOV
589
Trust Company of Vermont
Vermont
$35.3K
GEA
590
Glen Eagle Advisors
New Jersey
$33.6K +$210 +1 +0.7%
VWM
591
Venturi Wealth Management
Texas
$32.5K +$7.37K +35 +34%
ACA
592
Atlas Capital Advisors
Wyoming
$31.5K
ST
593
Smithfield Trust
Pennsylvania
$31K
CT
594
Caldwell Trust
Florida
$29.6K
MCM
595
MV Capital Management
Maryland
$29.2K +$210 +1 +0.8%
PPC
596
Park Place Capital
Alabama
$28.5K
AAP
597
Arax Advisory Partners
Colorado
$27.5K +$4.84K +23 +24%
CCP
598
Carmel Capital Partners
California
$26.8K
CFD
599
Creative Financial Designs
Indiana
$26.8K
GWM
600
Geneos Wealth Management
Colorado
$26.6K