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
ZB
601
Zions Bancorporation
Utah
$5.05K -$4.93K -27 -51%
TF
602
Tompkins Financial
New York
$5K +$4.57K +25 New
CFGS
603
Concourse Financial Group Securities
Alabama
$4.86K -$4.57K -25 -50%
FMP
604
Financial Management Professionals
Texas
$4K
Lazard Asset Management
605
Lazard Asset Management
New York
$4K +$1.46K +8 +47%
CCA
606
Column Capital Advisors
Indiana
$3.3K
HIA
607
Harbor Investment Advisory
Maryland
$3.11K -$183 -1 -6%
RTL
608
Red Tortoise LLC
Georgia
$3.11K +$2.92K +16 New
BWM
609
BerganKDV Wealth Management
Minnesota
$2.92K
TWA
610
TCI Wealth Advisors
Arizona
$2.92K +$1.46K +8 +114%
SC
611
Schubert & Co
Texas
$2.72K -$548 -3 -18%
DI
612
Disciplined Investments
Oklahoma
$2.53K +$914 +5 +63%
AWM
613
Abound Wealth Management
Tennessee
$2.53K +$1.46K +8 +160%
SIC
614
SJS Investment Consulting
Ohio
$2.33K +$914 +5 +71%
ANBT
615
American National Bank & Trust
Texas
$2K
MA
616
MCF Advisors
Kentucky
$1.94K
QC
617
Quent Capital
New York
$1.55K -$7.31K -40 -83%
PWMG
618
Prestige Wealth Management Group
New Jersey
$1.36K
TFM
619
TFC Financial Management
Massachusetts
$1.17K
CWC
620
Carolinas Wealth Consulting
North Carolina
$1.17K
SOW
621
State of Wyoming
Wyoming
$1.17K +$183 +1 +20%
NSIM
622
North Star Investment Management
Illinois
$1.17K +$1.1K +6 New
TFA
623
Transamerica Financial Advisors
Florida
$1K
GBT
624
Grove Bank & Trust
Florida
$1K +$1.1K +6 New
GI
625
Gradient Investments
Minnesota
$972 +$183 +1 +25%