720 hedge funds and large institutions have $30.8B invested in Equifax in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 231 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+57
Holders Change %
+8.6%
% of All Funds
10.55%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
123
Increased
231
Reduced
242
Closed
58
Calls
$129M
Puts
$163M
Net Calls
-$33.9M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
601
Osterweis Capital Management
California
$74.2K -$64.3K -260 -46%
CWM
602
Compass Wealth Management
Connecticut
$68K
VCM
603
Versant Capital Management
Arizona
$66.8K -$4.95K -20 -7%
CSB
604
City State Bank
Iowa
$62K
KFI
605
Key Financial Inc
Pennsylvania
$56.1K
BEI
606
Benjamin Edwards Inc
Missouri
$56K +$3.24K +13 +6%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$55.1K +$2.47K +10 +5%
PA
608
Pineridge Advisors
Missouri
$54.9K +$54.9K +222 New
SWM
609
Spire Wealth Management
Virginia
$54.1K +$6.12K +25 +13%
CIA
610
Cape Investment Advisory
Georgia
$52.4K +$2.97K +12 +6%
CA
611
Clearstead Advisors
Ohio
$49.7K -$85.3K -345 -63%
OP
612
ORG Partners
Indiana
$49.2K +$49.2K +199 New
CWM
613
Cedar Wealth Management
California
$48K +$3.46K +14 +8%
GWM
614
Geneos Wealth Management
Colorado
$47.8K
GCGDR
615
Geo Capital Gestora de Recursos
Brazil
$45K -$4.75K -19 -10%
TCWA
616
Turtle Creek Wealth Advisors
Texas
$40.8K +$40.8K +165 New
GXJ
617
Global X Japan
Japan
$38.8K +$38.8K +157 New
AA
618
Ancora Advisors
Ohio
$37K -$451K -1,827 -92%
HGERS
619
Householder Group Estate & Retirement Specialist
Arizona
$37K
HB
620
Horizon Bancorp
Indiana
$36K
GEA
621
Glen Eagle Advisors
New Jersey
$35.3K
MCM
622
MV Capital Management
Maryland
$33.9K +$3.46K +14 +11%
VWM
623
Venturi Wealth Management
Texas
$33.6K
LIWM
624
Long Island Wealth Management
New York
$33K +$33K +132 New
ACA
625
Atlas Capital Advisors
Wyoming
$30.9K