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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
PPC
601
Park Place Capital
Alabama
$13.4K -$9.8K -48 -40%
TFGT
602
TS Financial Group (TSFG)
Illinois
$13K
OLVIG
603
Oliver Lagore Vanvalin Investment Group
Michigan
$12.1K
C
604
Covestor
United Kingdom
$12K
CFGS
605
Concourse Financial Group Securities
Alabama
$11.9K +$204 +1 +2%
AGWCA
606
Annis Gardner Whiting Capital Advisors
Florida
$11.4K +$12.7K +62 New
GA
607
GoalVest Advisory
New York
$11K +$408 +2 +3%
HI
608
Harbour Investments
Wisconsin
$10.6K -$10K -49 -46%
BIA
609
Bell Investment Advisors
California
$10.3K -$1.23K -6 -10%
ME
610
McIlrath & Eck
Washington
$9.71K
EARNEST Partners
611
EARNEST Partners
Georgia
$9.34K
CT
612
Cambridge Trust
Massachusetts
$9.16K
JWA
613
JFS Wealth Advisors
Pennsylvania
$8.58K +$2.86K +14 +42%
CAC
614
Core Alternative Capital
Georgia
$8.07K
GKIM
615
GW&K Investment Management
Massachusetts
$8K -$408 -2 -5%
BTI
616
Blue Trust Inc
Georgia
$8K +$817 +4 +13%
MFT
617
Moisand Fitzgerald Tamayo
Florida
$7.88K
LFG
618
Larson Financial Group
Missouri
$7.69K
SC
619
Solstein Capital
California
$7.69K
SA
620
SRH Advisors
Kansas
$7.69K
PCTC
621
Perkins Coie Trust Company
Washington
$7.33K +$8.17K +40 New
FHA
622
First Horizon Advisors
Tennessee
$7.14K
FMP
623
Financial Management Professionals
Texas
$7K -$1.23K -6 -14%
BFEC
624
Benjamin F. Edwards & Company
Missouri
$7K +$7.76K +38 New
TJHA
625
Thomas J. Herzfeld Advisors
Florida
$6.96K