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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
PP
576
Pacifica Partners
Canada
$28.9K
TCOV
577
Trust Company of Vermont
Vermont
$27.5K
HGERS
578
Householder Group Estate & Retirement Specialist
Arizona
$27.5K +$30.6K +150 New
GEA
579
Glen Eagle Advisors
New Jersey
$26.2K
SIS
580
Strategic Investment Solutions
Illinois
$26K +$25.3K +124 +6,200%
HB
581
Horizon Bancorp
Indiana
$26K -$12.7K -62 -30%
KFP
582
KB Financial Partners
New Jersey
$25K +$28.4K +139 New
VWM
583
Venturi Wealth Management
Texas
$24.9K -$408 -2 -1%
N
584
Natixis
France
$24.7K +$27.6K +135 New
TWC
585
TD Waterhouse Canada
Ontario, Canada
$24.1K +$22.5K +110 +440%
CT
586
Caldwell Trust
Florida
$23.1K
ACA
587
Atlas Capital Advisors
Wyoming
$22.9K -$1.84K -9 -7%
MCM
588
MV Capital Management
Maryland
$22.5K -$204 -1 -0.8%
CAL
589
Capital Advisors Ltd
Ohio
$21K
CFD
590
Creative Financial Designs
Indiana
$20.9K
AA
591
Addison Advisors
Vermont
$20.3K
OIA
592
Optimum Investment Advisors
Illinois
$18.3K
MFA
593
McClarren Financial Advisors
Pennsylvania
$18K
AAP
594
Arax Advisory Partners
Colorado
$17.2K -$4.7K -23 -20%
RCM
595
Raleigh Capital Management
North Carolina
$16.9K +$18.8K +92 New
DAM
596
Delta Asset Management
Tennessee
$16.5K
GRP
597
Global Retirement Partners
California
$16.5K -$1.63K -8 -8%
WPA
598
West Paces Advisors
Georgia
$15.8K
HWA
599
HHM Wealth Advisors
Tennessee
$15.2K +$16.9K +83 New
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$15K