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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
AA
601
Addison Advisors
Vermont
$26.1K
CAL
602
Capital Advisors Ltd
Ohio
$26K +$17.3K +82 +273%
HI
603
Harbour Investments
Wisconsin
$25.2K +$421 +2 +2%
FAM
604
Fred Alger Management
New York
$24.5K +$21.9K +104 New
GRP
605
Global Retirement Partners
California
$23.6K -$842 -4 -4%
OIA
606
Optimum Investment Advisors
Illinois
$23.5K
MFA
607
McClarren Financial Advisors
Pennsylvania
$23K
CYG
608
Clean Yield Group
Vermont
$21.4K +$19.2K +91 New
DAM
609
Delta Asset Management
Tennessee
$21.2K
WPA
610
West Paces Advisors
Georgia
$20.2K
FA
611
Fiduciary Alliance
South Carolina
$19.5K +$17.5K +83 New
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$19.3K
VNA
613
Valley National Advisers
Pennsylvania
$18K +$842 +4 +6%
RWM
614
Ruedi Wealth Management
Illinois
$16.2K
TFGT
615
TS Financial Group (TSFG)
Illinois
$16K
FCAG
616
First Capital Advisors Group
New Jersey
$16K +$14.3K +68 New
OLVIG
617
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K
CFGS
618
Concourse Financial Group Securities
Alabama
$15.1K +$210 +1 +2%
C
619
Covestor
United Kingdom
$15K -$210 -1 -2%
BIA
620
Bell Investment Advisors
California
$14.6K
GA
621
GoalVest Advisory
New York
$13.6K +$12.2K +58 New
ME
622
McIlrath & Eck
Washington
$12.5K -$421 -2 -4%
RI
623
Ridgewood Investments
New Jersey
$12.5K
BAAM
624
Baker Avenue Asset Management
California
$12K -$842 -4 -7%
EARNEST Partners
625
EARNEST Partners
Georgia
$12K