663 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, 213 increasing their positions, 249 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
-16
Holders Change %
-2.36%
% of All Funds
10.57%
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
213
Reduced
249
Closed
72
Calls
$98.8M
Puts
$97.7M
Net Calls
+$1.14M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
601
Concourse Financial Group Securities
Alabama
$11.9K +$183 +1 +2%
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$11.4K +$11.4K +62 New
GA
603
GoalVest Advisory
New York
$11K +$366 +2 +3%
HI
604
Harbour Investments
Wisconsin
$10.6K -$8.98K -49 -46%
BIA
605
Bell Investment Advisors
California
$10.3K -$1.1K -6 -10%
ME
606
McIlrath & Eck
Washington
$9.71K
EARNEST Partners
607
EARNEST Partners
Georgia
$9.34K
CT
608
Cambridge Trust
Massachusetts
$9.16K
JWA
609
JFS Wealth Advisors
Pennsylvania
$8.58K +$2.56K +14 +42%
CAC
610
Core Alternative Capital
Georgia
$8.07K
GKIM
611
GW&K Investment Management
Massachusetts
$8K -$390 -2 -5%
BTI
612
Blue Trust Inc
Georgia
$8K +$889 +4 +13%
MFT
613
Moisand Fitzgerald Tamayo
Florida
$7.88K
SA
614
SRH Advisors
Kansas
$7.69K
SC
615
Solstein Capital
California
$7.69K
LFG
616
Larson Financial Group
Missouri
$7.69K
PCTC
617
Perkins Coie Trust Company
Washington
$7.33K +$7.33K +40 New
FHA
618
First Horizon Advisors
Tennessee
$7.14K
FMP
619
Financial Management Professionals
Texas
$7K -$1.17K -6 -14%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$7K +$7K +38 New
TJHA
621
Thomas J. Herzfeld Advisors
Florida
$6.96K
MIM
622
Macroview Investment Management
Maryland
$6.96K +$6.96K +38 New
BBHC
623
Brown Brothers Harriman & Co
New York
$6.59K -$550 -3 -8%
CTWM
624
Cherry Tree Wealth Management
Minnesota
$6.23K -$183 -1 -3%
BAAM
625
Baker Avenue Asset Management
California
$6.05K -$3.3K -18 -35%