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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
CT
626
Cambridge Trust
Massachusetts
$11.8K
CAC
627
Core Alternative Capital
Georgia
$10.4K +$842 +4 +10%
MFT
628
Moisand Fitzgerald Tamayo
Florida
$10.1K
FMP
629
Financial Management Professionals
Texas
$10K +$4.21K +20 +91%
GKIM
630
GW&K Investment Management
Massachusetts
$10K +$9.05K +43 New
SFG
631
Steward Financial Group
Texas
$10K +$9.26K +44 New
LFG
632
Larson Financial Group
Missouri
$9.88K +$421 +2 +5%
SC
633
Solstein Capital
California
$9.88K +$8.84K +42 New
BBHC
634
Brown Brothers Harriman & Co
New York
$9.18K -$210 -1 -3%
FHA
635
First Horizon Advisors
Tennessee
$9.18K
TJHA
636
Thomas J. Herzfeld Advisors
Florida
$8.94K
GBT
637
Grove Bank & Trust
Florida
$8.71K -$3.58K -17 -31%
SA
638
SRH Advisors
Kansas
$8.52K
CTWM
639
Cherry Tree Wealth Management
Minnesota
$8.24K +$7.37K +35 New
JWA
640
JFS Wealth Advisors
Pennsylvania
$7.73K +$631 +3 +10%
SWA
641
Sutton Wealth Advisors
Florida
$7.53K -$421 -2 -6%
AF
642
Advisornet Financial
Minnesota
$7.53K
MRCM
643
M&R Capital Management
New Jersey
$7.29K -$3.16K -15 -33%
IBOK
644
Independence Bank of Kentucky
Kentucky
$6.59K +$5.89K +28 New
ZB
645
Zions Bancorporation
Utah
$6.12K
BTI
646
Blue Trust Inc
Georgia
$6K -$16.4K -78 -71%
TF
647
Tompkins Financial
New York
$5.88K
TWC
648
TD Waterhouse Canada
Ontario, Canada
$5.72K +$5.26K +25 New
Lazard Asset Management
649
Lazard Asset Management
New York
$5K -$1.68K -8 -26%
CCM
650
Copeland Capital Management
Pennsylvania
$4.71K +$4.21K +20 New